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CFO & Advisory Services

Offer CFO & Advisory services with confidence following a proven process. Learn how to effectively price, market, sell business coaching services as a Profit & Growth Expert to help your clients work ON their business. As a trusted strategic advisor you will provide year long engagements implementing the Universal Business Builder systems.

The Solution. Your path to success in accounting

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Profit & Growth Expert

The Profit & Growth Expert™ designation is unique within the accounting profession as it demonstrates proficient skills necessary to offer quality accounting services. These 3 key areas are:

  • Cash Flow Management and Implementation Strategies to address the most common challenge faced in business with actionable services. These additional offerings enhance the value beyond traditional accounting
  • Robust sales techniques that accounting professionals can easily embrace and implement to engage confidently with new clients.
  • Effective marketing systems that are effective and inexpensive to find your ideal clients.
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Profit & Growth Expert

COURSE OVERVIEW

  • 169+ Video Lessons
  • Clock Hours: 40
  • Designed to be done in 4 to 6 weeks
  • Two Manuals with exclusive bonus content
  • Online access, anywhere, anytime
  • The opportunity to certify your skills
  • Related Coaching & Support
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Bizbench

BizBench Reports benchmark a business against similar businesses in the same NAICS code in 51 key financial metrics using the extensive database that Universal Accounting has compiled over the last 10 years of hundreds of thousands of businesses throughout North America. It organizes, charts, and graphs the data into a meaningful presentation of the analysis, complete with comprehensive recommendations for improvement. All in seconds after you have entered some basic data from the Income Statement and Balance Sheet.

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Bizbench

COURSE OVERVIEW

  • Video Lessons in HD
  • Exclusive Bonus Content
  • Streaming and offline access on desktop and mobile
  • Designated Academic Coach

SOFTWARE

  • 12 Month Access
  • Prepare Unlimited Reports
Universal Business Builder

Universal Business Builder

The Universal Business Builder™ (UBB) program is unique within the accounting profession as it outlines the delivery of quality coaching services to business owners with an accounting emphasis. The 5 key areas you will be trained to address are:

  • Engage & Manifest – determining the purpose of the business and the “why” of the business owner beginning with the end in mind, the exit strategy. This is to empower the business owner to become the leader they need to be to grow the business
  • Understanding Accounting – identifying the Key Performance Indicators (KPI’s) of the business to make more informed business decisions
  • Increasing Revenue – focusing on the company’s top line revenue, specifically marketing and sales strategies
  • Improving Profit – making profit deliberate and intentional
  • Building Value – understanding the business is an asset, focusing on areas of the company that increase its worth and value

The purpose of this program is to help you become for your clients a strategic trusted advisor and coach to help them:

  • more cash – reducing debt, improving cash flow and finding the funds to invest back into the company
  • more time – soon this becomes the priority, freeing up the time to spend on other things – family, hobbies or new project
  • more toys – improving the lifestyle

The Universal Business Builder program was created to help accounting professionals confidently deliver quality coaching services in addition to the accounting services provided to become the premier accounting firm in their area.

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Universal Business Builder

COURSE OVERVIEW

  • 75 Video Lessons
  • Clock Hours: 9.5+
  • Designed to be done in 6 to 8 weeks
  • Training videos & reference materials with exclusive bonus content
  • Online access, anywhere, anytime
  • The opportunity to certify your skills
  • Related Coaching & Support provided by Roger Knecht, President of Universal Accounting Center
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Let's talk. We'd love to find out more about you, your background, experience and goals.
Contact US TODAY to discuss which options you have to best meet your goals.

435-344-2060

or schedule an appointment at your convenience.
We look forward to speak with you soon.

Schedule a Discovery Call
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Going Above and Beyond for Your Clients with Online Advisory Training

In today’s economy, small business owners need so much more than typical bookkeeping and tax preparation services. To maximize their business’ potential and increase their earnings, they need a trusted, strategic advisor who they can turn to with their most difficult problems.

Who can an entrepreneur turn to in their life for advice on running their small business? They face difficult problems that they probably don’t want to burden their employees or family members with. With all the stress that they carry, you can become the expert they need to manage their cash flow, tighten up their business plan, and make financially-sound, actionable plans for expansion.

Multiply the experience of that one business owner across the millions of small businesses in America and you can see why there’s a huge demand for CFO/advisory services. Our online business advisory training gives you a portal to access one of the most lucrative revenue streams in the world of accounting.

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In The Black

The road to offering quality CFO & advisory services starts with becoming certified as a Profit & Growth Expert. This course will teach you the fundamentals of business consulting, starting with strategies for businesses who need immediate help as explained by Universal Accounting Center founder Alf Bostrom, CPA, in his book, “Red to Black in 30 Days: A Small Business Accountant’s Guide to Quick Turnarounds.” This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process – from cash flow management to strategies for improving revenue.

Next you’ll learn Bostrom’s proven techniques for building financially stable businesses with “In the Black: Nine Principles to Make Your Business Profitable.” Mastering the three major functions of business (marketing, production and accounting) builds a strong foundation to become a business consultant.

Upon completion of the Profit & Growth Expert certification program, you will be able to price, market and sell your services as an outsourced CFO. You’ll have the skills to deliver services confidently and the ability to retain clients.

Once you can teach your clients how to run sustainable operations, you can use Universal Accounting’s BizBench benchmarking software to compare the businesses you serve with their competitors. BizBench measures your clients in key performance indicators against similar businesses using the NAICS code.

The cherry on top of it all is the access professionals get as Profit & Growth Experts to the Universal Business Builder program. Universal Business Builder outlines the delivery of quality coaching services to business owners with an emphasis on how it applies to accounting.

At Universal Accounting Center, your success is our success. Every aspect of our online advisory courses is designed to set you up for success in real-world interactions with your clients. All of the benefits you’d access as an accounting business owner – including setting your own hours, working from anywhere, and breaking free from limits placed on your salary – are completely yours to enjoy, no strings attached.

All of our courses delivered online, in self-paced modules containing video instruction, manuals, and workbooks to apply the concepts to real-world scenarios. Beyond the instruction, you’ll be paired with a team of coaches focused on helping you achieve your goal of becoming a business advisor. In your corner you’ll have an academic coach, a life coach, a marketing coach and so many more of the expert members of our team.

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Schedule an appointment at your convenience

We look forward to speaking with you