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.
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.
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.
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
Art & Science of Getting More Clients
The Universal Practice Builder 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.
Selling with Confidence: 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.
Strategic Selling: Apply a proven sales process to work the leads you have with confidence.
Art & Science of Getting More Clients: Learn how you can leverage the relationships you have to build a constant flow of new clients, referral clients, and repeat clients that PAY. You will learn how to say the right thing in the right way at the right time to the right people to attract, engage, convert and retain your perfect clients. It’s the ART and SCIENCE of getting more clients. The ART makes it FUN. The SCIENCE makes it CERTAIN!
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.
BizBench: The BizBench course teaches you to use reports that benchmark a business against similar businesses using the same NAICS code in 51 key financial metrics. It helps you as an advisor organize the clients financial reports using charts and graphs the data into a meaningful presentation of the analysis, complete with comprehensive recommendations for improvement. This BizBench course gives you the knowledge, understanding and wisdom to take the actions for a client that can change a struggling business into an industry leader. (Software sold separately)
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 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
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