Profit & Growth Expert™ (PGE)


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.

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


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 …

Universal Structured Power CoachingRick HowardStructured Power Coaching for the Profit & Growth Expert programAs 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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