Do you want to protect, assure and maximize your ROI on your training program? So do we. That’s why Universal’s Expert Coaching Staff is the keystone of your training program.
What is a Coach?
A coach is a teacher.
Let’s face it, when you are learning something new, it’s hard to put it into context or know exactly how it applies in your particular situation. A great coach not only helps you understand the details, but the big picture of what you are learning in the context of what you want to achieve.
The question to start with is, “are you coachable”?
“Being coachable is one of life’s most important skills and attitudes, whether or not you’re an athlete. If you’re any kind of person who wishes to grow, learn, improve, excel or peak perform, you should care about whether or not you’re coachable. In other words, being coachable relates to a happy, productive life.” – Laura Di Franco
A coach is a tactician.
A coach has been there and knows the techniques that make all the difference. Good form is effective form. He knows these must become habit, and knows how to practice so that you don’t have to think about what to do when the time comes – you instinctively do what works.
A coach is a strategist.
There are always unique opposition and obstacles to your game plan. A coach can teach you the strategies that win the day, to get you over and around your obstacles, neutralize your opposition, and win you allies and supporters.
A coach is a motivator.
A coach motivates you by providing you a perspective beyond your own that challenges you to greatness. A great coach will give three important benefits that are difficult to provide for yourself:
- Clarity – they focus and clarify your vision of what you really want.
- Feedback – they provide input to strengthen your weaknesses and perfect your strengths.
- Accountability – they provide the motivational kick-in-the-butt to keep you true to your commitments to yourself.
A coach gets you where you want to go.
But, most importantly, another definition of a coach is a vehicle, a means of transportation from point A to point B.
Coaches can provide you the road map, directions, roadside assistance, and GPS to get you from where you are to where you want to be.
Coaching is a vehicle that gets you from where you are to where you want and need to be by changing your habits of thinking, feeling and behaving.
Why is coaching so critical to success?
We are creatures of habit. We are captives of our own inertia. We want to change. We may even feel like we NEED to change. We set New Year’s resolutions to change and by January 10th we are captive again to our habits.
Change may begin with a change of thought. But to change your life, you must change your behavior. Life is about DOING. To change your life from where you are to where you want to be, you must DO THINGS DIFFERENTLY.
We may start to change, but it’s not long until our habits of thinking lure us contentedly back down to our comfort zone as we let ourselves off the hook.
This is why such a small percentage of our INTENTIONS translates to NEW HABITS and POWERFUL BEHAVIORS.
The Inertia of Habit that holds us captive can best be changed by an OUTSIDE FORCE. Coaching is that outside force that holds you accountable and empowers you to change your habits – of thinking, of feeling, of doing!
It’s a good experience to go through a course. It’s a much more powerful experience to have the course go through you!
Why is Universal Power Coaching so effective?
Simple. Our depth of our coaching staff. With Universal Accounting Center, YOU’VE GOT PEOPLE!
Business Coaching (MC)
– Structured, pre-scheduled power coaching sessions with assigned mentor and coach
Weekly sessions to learn and apply proven strategies within your business
- Focus will be on creating a business plan to address marketing, sales, the services offered, client on-boarding and retention based on the programs enrolled in.
- Goal setting with clear objectives with accountability,
- Emphasis to identify opportunities while also solving & overcoming obstacles personally and professionally.
Meet our experts:
President, Universal Accounting Center
Roger Knecht can help you develop a team of committed individuals for success and profits using a proven system. Using an interactive process he enables attendees to specifically learn how. Each attendee will leave with actionable goals that will improve communication in the company, customer satisfaction, and bottom line profits.
As President of Universal Accounting Center® (UAC) Mr. Knecht is a favorite presenter at Universal’s seminars, combining wit and wisdom in sharing the principles of business success. Mr. Knecht has extensive experience in marketing and management with corporations of all sizes and has successfully implemented the principles of growth he speaks about.
Allen Bostrom, former President of UAC, says, “Roger’s professional abilities and enthusiasm for Universal Accounting have been critical to the growth of the company during the past dozen years. Had it not been for Roger’s contributions, we would not be where we are as a company today.”
Rick has served as our Business Coach with a passion to delight and serve our students. He helps new students set goals and arrange their schedules to complete their training. His role to help the student is crucial during the first 30-45 days of enrollment. It’s in that time that he helps them with their testing and certifications as they finish their programs. Rick has extensive knowledge of the academic systems behind our student portal, www.uacourses.com.
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
Mark Robilliard, FCA
Academic Coach, Color Accounting (CA) program.
Mark Robilliard is a Co-founder and CEO Americas of Color Accounting International, an education and publishing firm headquartered in Washington DC. He’s an Aussie who lives in the US and travels widely, leading seminars in financial statements and business acumen skills, for lawyers, bankers and business people. Some of his teaching for senior execs is done in secret.
He is a Fellow of Chartered Accountants Australia New Zealand and was the National Training Manager for KPMG Australia. He has also managed the Human Resources Department for the largest insurer in Australia. He is on the adjunct faculty of American University and has taught at other secondary, tertiary and post-grad institutions in the US and Australia. He has co-authored a number of books, including Accounting Comes Alive: The Color Accounting Parable, and Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick. He believes that Accounting Literacy is the under-appreciated foundation upon which all Financial Literacy and Business Acumen should be built.
Adam works with Universal Accounting’s PB students regarding questions about the curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor’s degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation to be able to help small businesses with accounting and tax.
Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as it’s annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor.
Academic & Firm Coach – Professional Bookkeeper’s Guide to QuickBooks (QS)
Trevor started in accounting in his teens with QuickBooks and has loved it ever since. He was the bookkeeper and assistant to the CEO for a large medical clinic. He has been working with his own clients at UAS since 2010 and has recently taken the position of Controller with a local firm as well. He is a certified QuickBooks Specialist with over 12 years of practical experience to draw from in a wide array of industries. He has a Bachelor’s of Science degree in Economics.
Academic & Firm Coach – Professional Tax Preparer (PTP)
Steve is a graduate of the University of Utah and was a medical laboratory entrepreneur for 13 years and an accountant, tax preparation and business growth expert for over 30 years, working with over 1100 small business owners and professionals in 11 states. He has been working with Universal Accounting for the past 7 and has grown his own successful bookkeeping, accounting and tax preparation business. Steve finds his real purpose in his family, has been married for over 45 years, and has 5 children, and 11 grandchildren. He enjoys working with his son, Trevor.
Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles, even landing a spot on a production team for a Stevie Wonder spin-off called Writer’s Quarters West. To help make ends meet for his young family, Bill started a small business in 1988, part-time, while still keeping a foot in the music industry. But it quickly consumed all his time and energy, and he discovered that he actually enjoyed running a business, which required learning how to keep the books, which led to an MBA in finance and accounting. Eventually, Bill was hired by Universal Accounting Center in Salt Lake City to teach their unique bookkeeping and tax preparation courses to students from all over the country. He has been a lead writer and editor for Universal Accounting’s Professional Tax Preparer course. He also worked several seasons as a tax professional for H&R Block. Having worked several seasons as a tax professional for H&R Block, Bill currently runs his own thriving bookkeeping, accounting and tax preparation business.
John Scott Stephenson has over 20 years of consulting experience in training design, implementation, facilitation, change management, customer loyalty, leadership development, and sales and marketing. He has designed and implemented management systems to support major change initiatives for numerous organizations throughout the United States, Europe, and Asia. His goal is to help organizations be more profitable and people more effective.
Scott’s clients are in the public, private and non-profit sectors, which have given him broad experience in understanding critical organizational issues. His clients include the Center for Disease Control, Phillip Morris, DeVry University, and KPMG Peat Marwick. He has an MBA and a Bachelor’s Degree in Economics.
BizBench Implementation Coach
Clay Neves is a 12 year veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income.
Veronica Wasek, CPA
Founder/CEO VM Wasek Accounting Firm
Hi, My name is Veronica Wasek, a Certified Public Accountant, and a certified Advanced QuickBooks Online ProAdvisor. I am the founder/CEO of VM Wasek, a successful cloud accounting, and bookkeeping business. I am also the founder of 5 Minute Bookkeeping. I’ve been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. I am a member of Intuit Corporation’s exclusive Trainer/Writer network.
My goal is to help bookkeepers and accountants minimize the time and effort spent on bookkeeping and maximize profits. If your goal is to start or grow a bookkeeping firm or add bookkeeping to your accounting practice, then we’re a perfect fit. As much as I love accounting and bookkeeping, I love teaching even more. I’m excited to share my knowledge and experience with you, so you can build a thriving practice without the guesswork.
President Pure Bookkeeping International
I’m a business coach with over 20 years of business experience as an entrepreneur and working in corporate environments such as Dun & Bradstreet and Salesforce.com which involved sales, people and project management. I believe normal bookkeepers can do incredible things. As a training and coaching company, Universal Accounting Center & Pure Bookkeeping will do our best to help you reach your business goals through our engaging and informative seminars, webinars, informational products, mastermind calls, and our crown jewel resource, the Pure Bookkeeping System which shows you step-by-step how to create powerful systems in various areas (ie: Sales & Marketing, Human Resources, etc) of your business. Over 700 bookkeepers worldwide have used it and experienced dramatic success.
Co-Founder of Profit First Professional & Implementation Coach
Ron and Mike Michalowicz debated how to help businesses that were seeking financial fortitude. Mike had the fix: Profit First. Ron had the plan: Profit First Professionals. After their twelve-minute discussion the decision was clear, the Profit First Professionals organization was to be created. Having built multiple companies in the staffing industry, Ron leads our membership of world-class accountants, bookkeepers and business coaches who guide entrepreneurs to the highest degrees of profitability.
Ron has over 15 years of experience in managing organizational growth, is a thought leader in business cash flow management and is a popular speaker on the topic of, you guessed it, profit.
Billie Anne Grigg, PB, PFP
Profit First Professional Implementation Coach
Billie Anne Grigg has been a bookkeeper since before the turn of the century (yes, this one.) She is a Universal Accounting Center graduate of the Professional Bookkeeper (PB) program as well as a QuickBooks Online ProAdvisor, LivePlan Expert Advisor, and a Mastery Certified Profit First Professional. Billie Anne started Pocket Protector Bookkeeping in 2012 to provide an excellent virtual bookkeeping and managerial accounting solution for small businesses that cannot yet justify employing a full-time, in-house bookkeeping staff. In August 2017, Billie Anne joined the Profit First Professionals team as the Senior Strategic guide.
When not keeping books, Billie Anne can usually be found with her nose stuck in one or at least reading something on her Kindle. She also crochets and knits, has recently rekindled her passion for writing, and enjoys spending her free time with her husband and three children on their farm in northeast Oklahoma. Hear what advice Billie Anne has for you as you start and build your accounting firm and “From PFP to Guide with Billie Anne“.
Profit First Professional Implementation Coach
Michael Scalice is a seasoned Profit First Coach. He is responsible for training our accountant, bookkeepers and coach members on the intricacies of the Profit First. In addition to guiding members through Profit First implementations, Michael teaches our members how to integrate Profit First into their current service offering. He has worked, first hand, in moving businesses across the globe from overwhelmed and struggling to profitable and thriving.
He is continuing his education at Seton Hall University, hoping to use his passion for investing and money management to help increase the success rate of small
businesses around the world.
Liz Szporn became a Profit First Professionals Homebase Guide in December of 2019. Liz is an accomplished executive and entrepreneur with over 20 years of experience and a proven track record of financial success and strong leadership skills. She co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person workshops.
Erin Moger supports the implementation of Profit First with over twenty-five member accountants, bookkeepers, or coaches…every week. A specialist in the Profit First proprietary cash flow tools, branding and marketing materials, and its constantly expanding set of resources, Erin is the “go-to” expert on the Profit First team when it comes to giving our members the advantage over the competition.
Erin has been with Profit First Professionals for the entirety of her professional career (and we hope to keep it that way). Erin has degrees in marketing and accounting. Her passion is to help small businesses succeed because good money management can and will change your life!
Profit First Professional Implementation Coach
Angie Burns started her career on the banking side of the business within various areas as Credit, Foreign Exchange, and Fraud Prevention. She has also worked for several years as a Corporate Controller for the medical industry. Angie joined Profit First Professionals as a member in 2017 and joined the team as a guide in 2018.
Angie has a Bachelor’s degree in Accounting with a minor in Management Information Systems. She understands first hand the struggle small business owners face as she and her husband own an IT company. Angie has a passion for helping others.
In her spare time, Angie enjoys spending time with her husband and their dog and is a fitness instructor.
John Tam – your tutor
Value Builder Customer Success Manager
John Tam has coached and consulted clients in over 20 countries working with reputable hotel chains like Marriott International, Hilton Worldwide & Accor. As a Customer Success Manager at The Value Builder System™ he brings global best practices building value and developing a plan to help enable your business to thrive.
John received his Bachelor of Business Management from Western Sydney University and also earned his Marketing Diploma. John is an identical twin based out of Toronto, enjoys reading on the beach and yoga.
Value Builder Customer Success Specialist
Amie leads the support team in getting new Advisors set up on their license.
Amie is a graduate of the University of Western Ontario’s Media, Information and Technoculture program as well holds a degree in Education. She has been with The Value Builder System™ for over a year and in this time has excelled in every responsibility she has been given. Amie has extensive knowledge of the portal and is an additional resource on the Customer Success team to help with any technical support, training questions or needs that clients have regarding the platform.
We are committed to bringing you the highest quality customer support possible. That is why we provide you with access to a support team, as well as a designated Customer Success Manager who work to ensure your satisfaction and success.
Value Builder Customer Success Specialist
Laura is your primary point of contact to discuss additional resources and opportunities to expand your business, as well as to hear feedback on what’s working and share new enhancements as they are launched. Laura trains and on-boards Advisors onto the Lead Management platform. She also coaches Advisors on how to best leverage The Value Builder System™ in their practice.
Contact your Customer Success Manager for:
- Best practices in sales and marketing
- Best practices for using the tools provided
- One on one coaching towards integrating The Value Builder System™ into your business model
- Sign on for additional training or coaching
Laura Blumenstock holds a Bachelor of Arts in Human Services as well as a post-graduate certificate in Social Service Work. With extensive experience in training, supporting small and medium business owners, and customer satisfaction, Laura looks forward to helping make The Value Builder System™ work for you. Your success is our success, so please consider us your partners in helping you achieve your goals!
Strategic Marketing Coach
Brett has appeared on Good Day Utah and Channel 13 and 4 news broadcasts. Brett has been a speaker and presenter for local chambers of commerce groups, schools, Exchange Clubs, Draper, and Salt Lake City code enforcement officers, the Arizona State Process Servers Association, Delta Airlines, American Express, Citigroup and many more local community groups and churches.
“I talked with a lot of other business coaches and they all told me the same thing. Basically they tried to force-feed me information that didn’t really make sense for my business and my community. Brett was able to help me evaluate my market, understand my demographics and evaluate the strengths and weaknesses of my staff. Then he taught me how to quickly and effectively put a plan into action that fit my situation. No fluff, no hype just actionable steps that I could follow. I would recommend his talents to anyone who wants to ramp up their business.” – Russell Wright – Alexander City, Alabama
“Brett has a unique ability to really listen to what you have to say, and he really cares about your vision as a business owner. I have had several business coaches over the years but none are sincere and caring as Brett. He will evaluate where you are and then help you implement an effective strategy. I am not very technologically savvy and Brett was able to break down social media and online marketing strategies very quickly and easily so I could understand them and immediately put them into action for our staff and business. Thank you, Brett, you are one of the most caring and patient people I know.” – Al Agon – Miami, Florida
Strategic Sales Coach (BANK)
Accounting Marketing Implementation Coach
Andrew Argue, a CPA from Miami, has worked closely with Universal Accounting to develop a sales and marketing training program specially geared towards helping accountants grow their firms in today’s modern economy. The program, called Next Level Firms, aims to provide the step-by-step process to implementing marketing tactics in today’s digital world, leaving behind the old school tactics of cold calling, networking, and direct mail. Andrew has successfully trained over 200+ accounting firm owners in over 5 countries in the art of selling and lead generation.
“Andrew is exactly right when he teaches that content and tech are such time killers. I got a new client last
month after starting to implement his modern marketing tactics. Exactly 1 month later they referred their best friend, and they signed up on the spot after a half-hour SS. It’s a great twofer. All because of: Focus on getting Strategy Sessions, Nail the Strategy Session, Deliver impeccable service, Repeat, and Get referrals. Thanks – Danny and Meaghan Howes
“When I started working with Andrew, there were a couple of things that had changed. The first was the mindset which is key and something that Andrew focused on helping me develop. The second thing that changed was really having a structure around my business, and that’s what really changed. I had a blueprint, or a playbook, of how I could actually find customers, connect with them, and translate that into playing clients.” – Danetha Doe
“Andrew helped me realize I was way underpricing myself. Service provided, complexity, number of transactions, how difficult is the client (personality), all goes into the pricing, but most importantly is what I think the client will pay. Thanks to Andrew for helping me see my value and allowing me to start attracting the clients I want to be working with, and are willing to pay my fee!” – James Rainwater
“Today I met with an old client who agreed to use my CFO services at a very high monthly fee. He had always
been a low paying client before today. All because I was able to show him the value of what the service would
do for his business, he didn’t even question the price! This is a person that ALWAYS haggles on price…I’m
excited because I would not have done this without this program! Thanks, Andrew Argue for tirelessly working
to teach us accountants our value and how to focus on bringing in revenue as the goal of our business.” – Jay Moor
Universal Accounting LIFE Coach
Universal Accounting LIFE Coach
Click on the image above to take the quick, 1-minute video tour of Universal Accounting. Check out the curriculum and performance improvement tools developed to help you become a qualified accounting professional and to help both you and your clients reduce taxes, increase profit s and build savings.
Know this, if it’s about accounting it’s Universal Accounting School.