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:
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.
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.
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 then 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 it’s 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.
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
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:
Effectively start or incorporate CFO/business advisory service (or add one to their existing practice)
Find the business owners who need this service (and are willing to pay premium)
Convert them into paying clients (paying a minimum of $1,500 per month)
All so that you can add a consistent, and predictable revenue stream to your practice where you’ll earn more money while working a lot less.
Training on a 100% white labeled “CFO/business advisory” system
Community access to world-class mentors and other CFOs
Resources: access to our vault – tools, templates, and guides to find clients
Schedule an appointment at your convenience
We look forward to speaking with you
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