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Category: 4. Run a Business

How to Outsource Bookkeeping Services

How to Outsource Bookkeeping Services

Editor’s Note It’s unusual to find outside articles devoted to the needs of the freelance accountant. But, with the author’s approval, I am sending one to you in it’s entirety. It’s written by freelancing accountant, Thomas M. Begley, to business owners explaining the advantages of outsourcing their accounting. Although a bit lengthy I think you’ll […]

May 10, 2024
CRM and Accounting For Small Businesses

CRM and Accounting For Small Businesses

Customer Relationship Management (CRM) has changed the face of online business. People using it for their businesses have doubled their sales. People are of the view that CRM software and

April 22, 2024
Simple Ways to Reduce Debt and Increase Income as a Business Owner

Simple Ways to Reduce Debt and Increase Income as a Business Owner

With the rising price of groceries, used cars, and other necessities in the United States, economists are warning about the potential for a recession in the coming months.   Business

February 9, 2023
Keeping Up with Customer Expectations: The 2022 Edition

Keeping Up with Customer Expectations: The 2022 Edition

Offering customers a positive online experience has been the price of admission for marketers since the dawn of digital marketing. The problem is that the definition of positive keeps changing.

July 13, 2022
Your First Meeting with New Clients

Your First Meeting with New Clients

Many of your clients may not have worked with a financial professional before and are unsure what to expect.  The rest have worked with financial professionals and may be running

October 1, 2014
Working with Difficult Clients

Working with Difficult Clients

As a financial professional, you provide valuable services to your clients.  Like it or not, when you provide services to the general public you must consistently interact with people (if

September 18, 2013

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.

PGE logo 2020

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