From CFO to offering CFO services & beyond

Todd Manion had a typical start to the accounting profession. After transitioning from economics to accounting as a major he received his masters degree in accounting and found employment doing audits. Really no surprises to start with but wait.

Next comes the opportunity to become the Chief Financial Officer (CFO) for a company and that is when the “fun” started. After the shock of the first day the adventure began.

Listen as Todd shares his journey, starting his first business offering onsite CFO services to selling it and now working with accounting firms develop their talent on the path to becoming partners.

Hear what advice he has for those starting their own firm as well as his suggestions for those running a successful accounting firm now.

Listen as Roger and Todd also discuss the future of accounting and what is on the horizon for the profession. What every accounting professional needs to know to prepare for their future and remain relevant for their clients.

Take the next step as you start & build your business as an accounting professional – do what you can to have the premier accounting firm.

Your Perfect Solution

Remember this, Accounting Success IS Universal 

Christeen Era, From Business Consultant & Accountant to Strategic Advisor

For Christeen accounting was just that natural next step in her career to helping business owners. Accounting is that obvious choice of services that every business needs but there is more than just preparing the financials.

Christeen Era is the owner and founder of Core Accounting Services. Hear her story and see what advice she has to help you build your firm with confidence.

Listen as she shares what she has done to remain relevant for her clients as a Profit First Professional offering more value added services.

It’s time to ignite your passions again and work ON your business. See what you can do to take your business to the next level and get paid what you are worth.

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Matt Roberge – Living the Dream as an accounting professional

As the owner of SLC Bookkeeping Matt is not what some would call a traditional accountant. Quickly you’ll see that he has a zest for life and making the most of the day. He clearly works to live and that is something we can all learn from. It’s time to shake the chains and build your accounting firm in such a way that you control it. Enjoy this discussion with Matt Roberge and hear what you can do to have the dream accounting firm working and living remotely.

Billie Anne Grigg Accountant – becoming a strategic consultant as a Profit First Professional

A great discussion with Billie Anne Grigg about the opportunities in accounting to transition and offer more value based services to get paid what you are worth. Billie Anne is a graduate of Universal Accounting Center – the Professional Bookkeeper (PB), QuickBooks Specialist (QS), Professional Tax Preparer (PTP) – but also now a consulting with Profit First Professionals helping clients within her own practice and coaching other accounting professionals apply these services in their own firms.

Take a moment and see how this will apply to you:

Become a Profit & Growth Expert for your clients as the premier accounting service in your area. Be in business for yourself but not by yourself with the help of Universal Accounting Center


Adam Syvock’s Story Building a Successful Accounting Firm

Hear Adam Syvock’s story as he shares his journey to start and build a successful accounting firm. Infinity Accounting started as a supplemental income as he worked with clients on weeknights and weekends until he was ready to jump in with both feet and do it full-time. Today Adam has a thriving accounting firm and coaches others to do the same with Universal Accounting Center (UAC). Those UAC students enrolled in the Professional Bookkeeper (PB) and the Professional Bookkeepers Guide to QuickBooks (QS) programs work with Adam has he tutors, and coaches them.

As part of the discussion we’ll also share our thoughts regarding the differences between hourly billing, fixed pricing, and value pricing, and when it makes sense to use one pricing strategy over another.

Take a moment and hear what you can do to make this year your best as an accounting professional. To start, request your FREE copy of “in the BLACK – nine principles to make your business profitable” and see what you can do to start and build your own successful accounting firm.

Infinity Accounting LLC: www.infinityaccountingllc.com

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