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Category: General Business

UPB Role Play Recommendations

UPB Role Play Recommendations

To prepare and best present your services when meeting with a prospective client review the "Presentation Basics" section (UPB Module 2 Section XI) within the Universal Practice Builder program. Take

March 11, 2019
Your Introductory Presentation

Your Introductory Presentation

Introductory Presentation Building Rapport The process of relating to and understand another person is key in your marketing efforts. Also known as building a relationship of trust, rapport is needing

March 11, 2019
Friend / Family Letter

Friend / Family Letter

Your Business Letterhead 1100 My Street · My Town, USA 55555 Dear: ______________________: I am happy to announce that I am opening my own business which will include full-charge bookkeeping,

March 11, 2019
Your 30 second commercial

Your 30 second commercial

My name is_______________. I’m a profit and growth expert. That may be a term you’re unfamiliar with---let me explain what I do this way, as a business owner, have you

March 11, 2019
Eating Out – A Marketing Strategy

Eating Out – A Marketing Strategy

Marketing your business is a contact sport which necessitates you being out of your office, on a regular basis, rubbing shoulders with clients, referrers and prospective clients. There is no better method of implementing this strategy than taking a guest out for lunch. Of course I don’t mean every lunchtime but maybe once a month […]

February 18, 2019
Becoming the Idea Person

Becoming the Idea Person

“I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.”  –John Cage Whether you’re a full-time employee or a contractor, being the idea person can garner you a lot more time and attention—whether it be with a boss or client. You don’t have to be a rocket scientist to […]

September 4, 2018
Invest in Yourself!

Invest in Yourself!

As a small-business owner, you are the greatest asset to your company, which also means that enhancing your professional development is the best investment you can ever make.  Author and entrepreneur Jeff Olson agrees, and in a recent Entrepreneur.com article explains that “The Smartest Long-Term Investment is You.” He begins by quoting Lincoln who once […]

September 4, 2018
Are You Experiencing Job Burnout – Part I

Are You Experiencing Job Burnout – Part I

Take Our Quiz to Find Out(Part One of a Two-Part Series) You have just survived a taxing tax season and find that you just don’t feel like yourself these days. Perhaps you’re lethargic or just can’t get excited about work like you used to. Are you experiencing burnout? Burnout is the result of physical, mental, […]

September 4, 2018
Are You Experiencing Job Burnout – Part II

Are You Experiencing Job Burnout – Part II

Overcome Burnout by Reducing the Stressors That Cause It(Part Two of a Two-Part Series) Last week you took our quiz to determine whether or not you’re experiencing job burnout. We’re guessing you’re back because you are indeed burned out and are looking for ways to eliminate both the symptoms and their causes. We asked you […]

September 4, 2018
Start a New Habit

Start a New Habit

While many like to argue, you can’t teach an old dog new tricks, the truth is anyone can choose to start a positive and healthy habit today.  While it may require self-discipline and drive, we can alter the course of our lives simply by making new choices leading to better outcomes. In a recent Entrepreneur.com […]

September 4, 2018
Recommended Summer Reading List

Recommended Summer Reading List

Summer is a great time to slow down and reflex on one’s business and career. And reading good how-to books can provide you with great ideas on improving key business functions.  Current publications can help you understand and apply solid business principles to both your personal and professional life.  For this summer’s recommendations, we share […]

September 4, 2018
6 Days of Business

6 Days of Business

What You Should Focus on in December December often comes before we realize it,and when caught unaware we can miss key opportunities to acquire new clients, secure more business, and create more loyalty with employees.  This season, take command of the holidays and make key preparations that will enable you to take advantage of this […]

September 4, 2018

Our Certified Courses

Professional Bookkeeper | Universal Accounting School

Professional Bookkeeper Certification Course

Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses.

Quick Books Specialist | Universal Accounting School

QuickBooks Specialist™ Certification

Mastering QuickBooks can help you enhance your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your skills set.

Professional Tax Preparer

Professional Tax Preparer Certification Course

Professional Tax Preparer™ is Universal Accounting School’s unique program that affirms & validates the skills and abilities of an individual to perform tax preparation services for individuals & businesses.

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Become a Profit &
Growth Expert™

This proven system empowers you to confidently offer consultative accounting services as a value add to traditional bookkeeping (write-up) accounting and tax work.

Important Reads