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Profit & Growth Expert™
Online Program

What You'll Learn

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.

The Profit & Growth Expert program was created to help accounting professionals confidently market, sell and offer quality accounting services to build the premier accounting firm.

Course Description

When you pass the final exam with a 90% or better, you’ll be certified as a Profit & Growth Expert allowing you to place after your name the “PGE” designation to show that you advise your clients to turn their business from “Red to BLACK” to being “in the BLACK” following our proven processes.  You will know what to do, how to sell, price and market your services to your ideal clients! This is the accounting model of the present and for the future.  Soon you’ll have the premier accounting firm in your area working with the clients you love.

The intent of this Profit and Growth Expert program is to help you have the premier accounting business such that you are in business for yourself but not by yourself.  In addition to creating your business plan, you’ll work with your assigned business coach to identify and implement effectively proven marketing efforts that we’ve determined to be both effective and inexpensive.

Upon completion you may also then want to enroll in the Universal Business Builder program

Your Enrollment Also Includes

Assigned Coaches and Mentors

An Orientation Counselor to help you get set up and through the training

An Academic Coach (tutor) to learn the material and help with related real world questions

Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business.  Upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a Marketing Implementation Session.  This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.

Career Options

This course prepares you for possible employment in the following occupations:

  • Accountant Accounts Payable Clerk
  • Accounts Receivable Clerk
  • Bookkeeping Clerk
  • Payroll Clerk
  • Accounting Clerk
  • General Ledger Bookkeeper
  • Office Manager
  • Accountant
  • Controller
  • Full-charge Bookkeeper
  • Internal Auditor
  • General Ledger Accountant

Lessons

Purpose: learning business concepts & principles to offer as a coach

  • Red to BLACK – A Small Business Accountant’s Guide to Quick Turnarounds
  • In the BLACK – Nine principles to make your business profitable
  • BizBench – Benchmarking client financials with confidence

Purpose: how to market, price, & sell accounting, bookkeeping, tax and related business coaching services

Module 1 of the Professional Bookkeeper™ program, Accounting Made Easy, teaches you the fundamentals of Bookkeeping in a practical, hands-on methodology. You will learn by doing, the best way for the skills that you gain to stick. If you have ever read a book on a subject and found that you couldn’t retain the knowledge when you needed it later, you already know the value of learning by doing, involving more of your brain in the learning process. As you complete the practice sets in the Professional Bookkeeping course, you become familiar with the processes involved in day-to-day PB Accounting and Bookkeeping tasks. They become second nature to you, enabling you to focus on higher level things.

Module 2 teaches you how to apply those principles to specific industries. You will learn to set up books from scratch, setting up all of the ledgers and journals needed to do full service Bookkeeping Accounting for your paying clients. Your clients will learn that you are the only financial analyst that they will ever need because you can do it all!

The purpose of the 3rd module is to help you set up a complete bookkeeping system, and manage clients from a variety of more sophisticated industries for your new accounting and bookkeeping business.

This 4th module is designed to assist you in successfully creating your own professional in-home, or office-based bookkeeping and accounting service. It gives you the turnkey process to start and build a successful accounting business so you can be in business for yourself but not by yourself.

Learn the most common industries along with their specific nuances associated with them in accounting with the following exercises:

  • Artistic Furniture – Essentials of Small Business Accounting – Learn the function of the journal including Purchase, Cash Disbursements, Sales, Cash Receipts, Payroll, General Journal and Standard Entries Journals.
  • Barry’s Gas and Groceries – Practical Applications in the Retail Industry – Complete a full month of the bookkeeping cycle including making journal entries, posting to the general ledger and creating financial statements.
  • Stewart’s Bakery – Practical Applications in the Food Service Industry – Not only do you learn some of the inventory strategies for a restaurant but also learn about subsidiary ledgers and how to use them.
  • City Clothing Center – Practical Applications in the Apparel Industry –  Complete a full month of the bookkeeping cycle including making journal entries, posting to the general ledger, creating financial statements and complete the subsidiary ledgers.
  • City Cycle Company – Accounting for an Inventory Financed Business – Learn the advanced inventory finance industry by completing the books for a motorcycle dealership with specialties such as flooring & contracts in transit.
  • Sonja’s Art and Frame – Cash to Accrual Conversions – Understand the difference between Cash and Accrual Accounting and even learn how to have the ease of Cash Accounting and yet convert to understand the accuracy of Accrual Accounting.
  • CR Construction – Construction Accounting – Know the difference of Jobs in Progress, Progress Billings and work with housing inventory.
  • New Moreland Church – Accounting for Non-Profit Organizations – What are the most important things to track for organizations that are not in business to make a profit.
  • Alfredo’s Deli – Practical Applications in the Fast Food Service Industry – Solidify your skills with competing a delicatessen from a-z.
  • Carl’s Chiropractic Clinic –  Practical Applications in the Medical Industry
  • Abernathy’s Photography Studio –  Practical Applications in the Service Industry
Other learning processes include:
  • Auditing Books for Accuracy – Make sure that you check your books each year
  • Setting Up Books From Scratch – How do you start with a company if they have never had a set of books or when you take over from a previous bookkeeper.
  • The 13th Month – Learn how to create and enter the transactions for the end of the year and close out the General Ledger for the end-of-year.
  • Accounting for a Manufacturer – Easily understand and calculate the complex inventory movement of Raw Materials Inventory, Labor Inventory, Work in Process Inventory and Finished Goods Inventory.
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Convenient At-Home Learning

This Profit and Growth Expert program is delivered through easy-to-follow instructional videos, workbooks and reference materials. You have the flexibility to complete the courses on your own time, in a way that fits your life and business needs.  You’ll have access to the support of knowledgeable coaches and mentors each running their own successful businesses offering quality accounting services along with access to other experienced accounting professionals throughout your course and beyond.

  • 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

Meet Your Instructors