Learn the strategy to retain your clients and understand their lifetime value
How to get paid what you are worth
When marketing accounting services, what do you need to say to stand out to the business owners as the ideal accounting firm? Discover the 3 benefits that should be at the top of your strategies to FIND and RETAIN the RIGHT clients. (Join us NOW for this ONLINE Webinar discussion)
Understand what accountants, bookkeepers and tax preparers are doing to leave money on the table
How to have your clients see you as an asset, not a liability
How to save your clients more money than they pay you.
It is essential that within the firm are individuals who have the needed credentials that empower everyone to have the confidence and competence to provide the quality of services the client expects. Some of the obvious certifications to be considered are:
Certified Public Accountant, CPA – This allows the firm to offer audit services to clients (certified financials) and client representation with the IRS.
Enrolled Agents – This permits the firm to offer client representation in case of IRS audits
Value Builder Provider, VB – Trained to coach and advise business owners in the specific processes and procedures to increase the profits and the value of the business.to increase the worth as a Profit & Growth Expert
Each of these certifications ensures the skills needed to provide the quality of services that enable the accounting firm to be the best in the market. Excelling in the area allows the practice to over-deliver on the services offered allowing the firm to build a solid reputation with local businesses which will cause referrals to soon become a natural part of the marketing in a short time.
Second, it is important to realize that simply offering bookkeeping services is not enough. Technology each day is becoming more capable in its ability to assist and in some ways replace the process of recording the transactions but it is not soon to replace the analytical power of a Profit and Growth Expert. Become an Accountreprenuer and offer more than just historical bookkeeping and tax services. Offer as a Profit and Growth Expert the consultative services as your clients trusted advisor to help them prepare for and make informed business decisions. The tools to SEIZE the moment & accomplish this are:
The Universal Practice Builder Program – Understand the process to properly consult and advise your clients as you build your practice as you apply the Art and Science to Get and Retain New Clients.
BizBench – Use the tools to properly compare each business to its industry standards and key performance indicators based on NAICS codes using RMA data
Pure Bookkeeping – Get the tools to find and hire qualified bookkeepers to offer the services needed with a qualified team doing the work for the client confidently and competently.
Profit First Professional – Learn the tools, techniques, and strategies to find for the client the profits they deserve to have running their business. In the process, we will train you on how to market your services to get clients, what to do with your clients to achieve the desired results and get paid what you are worth.
Value Builder Provider, VB – As a professional business coach you will have access to the tools, systems, and reports to help each client realize the profits they deserve.
Master Coaching & Support – Enrolling with Universal Accounting Center (UAC) you guarantee your success with proven programs combined with specific business and life coaches which are assigned to work with you for at least 12, 18 or 24 months.
The formula to build a successful practice are:
Accounting Service – Get Certified, the Competence to do the work
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.