Build Your Business

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 using BizBench 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 as part of the CFO Project.

The Solution. your path to success in accounting

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:

Profit & Growth Expert

COURSE OVERVIEW

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.

Bizbench

COURSE OVERVIEW

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:

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

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.

Universal Business Builder

COURSE OVERVIEW

CFO Project

Offering quality CFO & Advisory Services with your clients can be very rewarding, especially financially. As a certified Profit & Growth Expert™ you are ready to confidently market, price, sell your services implementing the Universal Business Builder engagement. Now you're ready to apply the principles from The CFO Project with your clients and get paid what you are worth.

We show accountants (including bookkeepers, CPAs, and enrolled agents) how to:

CFO Project

COURSE OVERVIEW

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