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


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

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

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

  • Selling with Confidence
  • Strategic Selling
  • Art & Science of Getting More Clients
  • The Universal Practice Builder program

Convenient Remote 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


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