What You'll LearnCourse DescriptionLessonsTestimonials
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 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.
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
A 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.
Lessons
“In the BLACK – nine principles to make your business profitable”
“Red to BLACK” – A Small Business Accountant’s Guide to Quick Turnarounds”
Strategic Selling
Selling with Confidence
The Universal Practice Builder program
Becoming a Financing Consultant
Four Keys to Success class
Time Management Tools
The S.T.A.R. program
The training includes:
“In the BLACK – nine principles to make your business profitable”: Learn how accounting is the primary source of data and how to use this data to work your way up the Wisdom Pyramid using reports and statistical analysis to help your clients as their trusted strategic advisor.
“Red to BLACK” – A Small Business Accountant’s Guide to Quick Turnarounds”: Learn the steps necessary in quickly transforming a financially troubled business into a profitable venture.
Strategic Selling: Apply a proven sales process to work the leads you have with confidence.
Selling with Confidence: This is an extensive training explaining the best practices to turn a potential lead into a recurring client. Learn the process to build rapport, present your services as the expert, and explain your services (features and benefits) clearly and so much more.
The Universal Practice Builder program: Learn the proven strategies to effectively and inexpensively market your services to bring in the leads you need to grow your business. This is the system you need to move them through a sales funnel that brings them to want your services. You are taught the easy way to present and sell your services effectively.
Becoming a Financing Consultant: This is perfect for an accountant that will be able to give financial advice related to business loans and lines of credit.
Four Keys to Success class: You wear many hats as you run your business forget the excuses. The buck stops with you. This program helps you tap into those 4 keys needed to become the leader you that you need to be.
Time Management Tools: We each only have 24 hours in a day to accomplish the many things that demand our time. Apply the tips and tricks that will help you feel less anxious and more organized.
The S.T.A.R. program: Follow this proven process to create a culture of accountability.
Learn to more about the principles of MAP and how they apply to your business and can help you offer more value add to your client engagements (Click on each image to hear):
Convenient Remote Learning
This 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
Roger Knecht,President of Universal Accounting Center. As one of your instructors Roger Knecht will help you understand how you can go beyond traditional accounting services to also offer important value added consultative offerings as a certified Profit & Growth Expert. You’ll begin with the end in mind to add to your suite of services a 12+ month engagement to make profit a priority within the business. Then you’ll learn the Universal Business Module to also address the most common issue facing business owners, cash flow management. With that confidence you’ll then learn the process to effectively market and sell your services.
Allen Bostrom, CPA – As your instructor he was the President/CEO (founded in 1979) until 2014 when he was able to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies.
AND MANY MORE INSTRUCTORS …
Rick Howard – Structured Power Coaching for the Profit & Growth Expert program. As the business coach Rick has been instrumental in the development of our structured coaching program for students. He helped develop the Universal Practice Builder course, and directly with students field tested the principles and practices for attracting and converting clients into new engagements. Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.
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