Follow the System to Grow Your Own Successful
Accounting, Bookkeeping, Tax, Consulting Business
After more than 40 years training professionals in small business accounting, we realize that often marketing just isn’t your specialty. Accountants typically feel far more comfortable analyzing numbers than they do running ad campaigns. But that’s just because you haven’t yet been properly trained.
Consider this, you are only paid for how well you market and sale your services. Regardless how great an accountant, bookkeeper, or tax preparer you are unless (until) you have paying clients it doesn’t matter. So the secret to your success is how well you can market (find) and sale (get engagements) your services to get your ideal clients. Marketing and sales, just like pricing strategies, are a key part of a true business plan.
Simply put, marketing is the ability to generate leads – potential business owners. Sales then is the process of moving those leads through a system towards engaging with you. Therefore you need specific marketing strategies to bring in the leads to grown your business. It is suggested you have no more than 5 that you are managing. Using the “Rule of Thumb” 4 should be proven sources with the fifth being one that is a test source. Related to this it is important to also have a system to then take in and track your leads such as a paper or computerized CRM (Customer Relationship Management) system.
As you get referrals, meet new business owners, have them request information it’s time to them insert them within a proven sales funnel. This sales cycle is key to nurturing and educating them to your services to the point that you are able to meet with them. It is then that you are able to offer your services and get them as client once they agree to your engagement terms.
Your ability to then market and sales your services determines how busy you are.
For this reason we developed the Universal Practice Builder program. It’s made up of the proven strategies to effectively and inexpensively market your services to bring in the leads you need to grow your business. It also then has the system you need to move them through sales funnel that leads them to want your services. You are taught the easy was to present and sell your services with confidence. We role-play for you various sales situations, how to overcome “objections” and ultimately close the sale. With this program you’ll move from “order taker to master closer”. As comfortable you are now doing accounting you soon will be with the marketing and sales process.
Theirs no reason to leave this chance. Now is the time for you to be in business for yourself but not by yourself. When you enroll in the Universal Practice Builder program you’ll receive the training you need to be competent at selling your services. You’ll also be assigned a marketing and sales coach to help you in the coming 12, 18 to 24 months to become confident as well.
Now is the time to build your business, bring on the clients you need and get paid what you are worth!
Grow Your Business
The professionally developed, self-paced Universal Practice Builder™ Program will teach you the secrets that successful freelancers have mastered. You will receive proven marketing materials and learn the systems that will allow you to leverage your time and maximize your billable hours. Take the strategic and tactical approach to growing your firm while learning how to set the goals and take the steps to realize them.
✓ Learn proven marketing techniques that will increase your clientele.
✓ Specialized training to help you generate 15 to 25 qualified leads a month.
✓ 12 months of Support Coaching. You’ll have access to the support of knowledgeable and experienced accounting professionals throughout your course and beyond. (You’ll be assigned to a team of coaches to tutor and instruct you as needed and apply all of this in the real world for as many as 1 to 2 years – Your UAC Coaches)
✓ A guarantee of $30,000 in new annualized billings in only 12 months!
✓ Your own customized marketing plan. The Universal Practice Builder course enables financial professionals to become marketing specialists who know just how to promote their services in order to see measurable results. If you’re interested in achieving tremendous growth and profitability, we have a marketing program designed to help you increase your annual earnings by at least $30,000.
The Universal Practice Builder™ Program teaches you the art and science of getting and retaining clients. The science makes it certain; the art makes it easy. This program will give you the marketing tools and knowledge that will bring you clients — GUARANTEED! If you give us 17 hours of your time, we’ll guarantee that you’ll get lots of new clients in return. You won’t regret this investment. Universal Accounting® provides not only the relevant industry skills to become a qualified bookkeeping and accounting professional, but also tested marketing models, promotional plans, and easy-to-follow guides to help you start and build your practice. Plus, receive up to 2-years marketing coaching and assistance.
Also included are the following 3 programs and content
- Selling with Confidence – this is an extensive training (38 videos for 2 hours and 20 minutes) explaining best practices when meeting with a potential client to acquire them as a new client. Learn the process to build rapport, present your services, be seen as the expert, explain your services (features and benefits) and so much more to get them to want to pay you for your services and expertise. After all the marketing you are doing to find potential clients this is the perfect sales process to get that new engagement. With this both your confidence and closing rates will dramatically improve allowing you to get more clients fast to build your business.
- Strategic Selling – Most Accountants Bookkeepers and Tax Preparers lack a proven sales process to work the leads they have, leaving your business to chance. Instead, they come up with their own “scattered” sales funnel, without knowing entirely what they’re doing: Contacting this lead… Hoping they’ll understand the services offered… (everyone knows “they need an accountant” is what your thinking)… A couple of random attempts to “sell” them…The result? Random sales when you need a proven process! BUT – As soon as you understand how to TURN ON your sales funnel, and send your audience through your “front door”…You Have The Ability To Make As Much Money As You Want. This comprehensive 53 Session system is the KEY to selling the right clients, day in and day out, like clockwork.
- Four Keys to Success – as you run your business you are wearing many hats. Forget the excuses, the buck stops with you and this program helps you tap into those 4 keys you need to become the leader you meant to be, that you need to be. Whether you are working with employees or customers these 4 keys insure you are focused and productive in all that you do. With this training you’ll inspire those around you without losing your energy – success does not need to drain you in the process. And, we’ll throw in a 5th key for good measure.
- The S.T.A.R. Program – Follow this proven process to create a culture of accountability. You’ve heard it before, the most important asset within any business is, in fact, the employee. They are putting in the time and the effort to build the business. The S.T.A.R. program is designed to help them each excel and actually deliver on what is asked of them, so that they can be successful. Hear you will learn: how to set standards for performance, to trust your people to make good decision within their roles, to acknowledge their accomplishments and contributions as well as reward them for their excellent performance.
- Identify the “type” of business owner you are presenting to.
- Knowing the “type” of business owner and their thought process to purchasing properly adapt your presentation and offer to meet their needs.
- Create a “sales funnel” you can use to nurture your leads following the “Cut to the Chase” process.
- Confidently overcome their objections.
- Create a “story” that you can weave into your sales process.
- Move from order taker to Master Closer
- Close more business by using the A-B-C closing technique.
- Yes, close more engagements
- And of course, have fun finding more clients!
The Universal Practice Builder Program will provide you with a blueprint to success. After three decades spent training accounting professionals, we know the best approach in launching and growing a profitable practice. Taking that first step to secure your dream need not be frightening. Allow Universal to walk you through the process, taking you down the proven pathway to success and profitability. In the Universal Practice Builder program we focus on such things as:
1. Identifying where you are today with your practice and the steps needed to build the practice you want.
2. How to best market your services to maximize your time and efforts to find the clients you need
3. What services to offer to insure you are the Profit and Growth Expert for your clients resulting in improved client retention
4. The things your firm needs to do to become the premier accounting service in your area.
and so much more.
We’re so confident in our programs and their ability to provide the instruction, hands-on application and on-going professional guidance it takes to help you succeed, we guarantee it. “If after following the steps of the Universal Practice Builder for 12 months, you do not have an increase of more than $30,000 in annualized billings, then simply return all materials given and we will refund all monies paid minus interest.” The Universal Practice Builder program may also qualify for as many as 30 Continue Professional Education (CPE) credits depending on the state or association you are a member of.
Rick Howard Structured Power Coaching for Professional Bookkeeper, Professional Tax Preparer, Universal Practice Builder & Value Builder. Rick has been instrumental in the development of our structured coaching program for students, working with Universal Accounting to develop the Universal Practice Builder Program, and directly with students to field test the principles and practices for attracting and converting clients by becoming a profit and growth expert. Rick has presented to accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.
“All I have to say, Rick Howard is awesome, if it weren’t for Rick I still would be in Module One. He empowers, and motivate which is what I need it to complete the Bookkeeping course at Universal Accounting Online school.” – Ana Rodriguez
“When I first started with Rick I was not very confident in talking about my business and not really sure how to market myself. We discussed strategies and ways to market my business and really how to get the word out. Since then, I have acquired 6 new clients, and I am striving to acquire 4 more by year end. Rick was instrumental in helping me gain the confidence and to really pinpoint what my business is and how I want to sell it to potential clients.” – Adam Syvock
“My coach Rick was very knowledgeable and easy to talk to. His suggestions were realistic and easy to execute. Sure, some tasks were a bit challenging but that did force me to grow. I appreciate the training and feel that I will continue to benefit from the marketing suggestions that we discussed as my business grows.” – Heidi Harris
“Prior to starting the Coaching session, I was still left with many unanswered questions and self doubt. The marketing program has been a great asset to me as I move forward into a new business venture. This program has allowed me to acquire two business clients within a 10 week session. My hats off to a great marketing coach, Rick Howard. I thank you for your expertise in the field. I will ever be so grateful for the inspiration and for the assignments that would push me in the right direction. I feel confident that I will have a successful business for years to come.” – Trina Trevino, Profit & Growth Expert
Additional programs to help you develop your business to have the Premier Accounting Firm:
The Profit & Growth Expert™ Designation – Confidently offer consultative accounting services as a value add to traditional bookkeeping (write-up) accounting and tax work. Learn the step by step process to help your clients go from being in the “Red to Black in 30 days” and then as their trusted strategic advisor implement the nine principles to make their business profitable so that they can deliberately, intentionally be “in the BLACK”.
Profit First Professional™ Certification Learn the tools, techniques and strategies to find for the client the profits they deserve to have running their business. In the process we will train you how to market your services as a Profit & Growth Expert within the Universal Practice Builder program to get clients, what to do with your clients to achieve the desired results and get paid what you are worth.
Value Builder™ Certification The Value Builder™ Certification This program provides the skills and experience it takes to become a coach for small business owners as their Profit & Growth Expert once you are certified as a Value Builder Specialist. Earning the Value Builder™ certification show you are an expert applying the 8 Drivers and other proven business processes and procedures in business with business owners as your clients.
Are You Ready To Grow Your Business?
If you’re interested in learning more about the Universal Practice Builder Program and exploring whether Universal Accounting®’s at-home learning model is right for you, fill out the form on this page and then you can SEIZE the moment. A friendly and knowledgeable UAC Advisor would be happy to help you explore your options and uncover the right training solution and business plan to suit you. Plus, get your FREE video that shows you how to increase your annualized billings by tens of thousands of dollars!