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Category: 4. Start a CFO & Advisory Business

Category: 4. Start a CFO & Advisory Business

Mastering Fractional CFO Training: Your Path to Becoming a Certified CFO Advisor

Mastering Fractional CFO Training: Your Path to Becoming a Certified CFO Advisor

In the dynamic business landscape of today, adaptability and expertise are key. One emerging trend that embodies both is the

6 min 5 sec read
Lessons from GrowCon – Sean Duncan Lays Out the Path to Advisory

Lessons from GrowCon – Sean Duncan Lays Out the Path to Advisory

When Sean Duncan, CEO of SMD Consulting & Accounting, was growing up, he was dead set on finding a career

7 min 35 sec read
What You Need to Know Before You Start an Advisory Business – CPA Practice Advisor Survey

What You Need to Know Before You Start an Advisory Business – CPA Practice Advisor Survey

Isaac M. O'Bannon’s article in CPA Practice Advisor sheds light on the transformative potential of advisory services for accounting firms,

3 min 58 sec read
GrowCon25 Speaker Spotlight: Geni Whitehouse on Transforming Moving from Accountant to Advisory

GrowCon25 Speaker Spotlight: Geni Whitehouse on Transforming Moving from Accountant to Advisory

It's 2025. Clients expect more from their accountant than just compliance services. What they're looking for, said Geni Whitehouse, founder

3 min 42 sec read
Fractional CFO Playbook: How to Deliver Transparency and Fraud Protection

Fractional CFO Playbook: How to Deliver Transparency and Fraud Protection

The intersection of financial management and fraud prevention is an area where many small businessesface significant challenges. On a recent

3 min 11 sec read
How to Build an Accounting Firm Without Much Prior Experience: Lessons from Kirsten Reeder’s Journey

How to Build an Accounting Firm Without Much Prior Experience: Lessons from Kirsten Reeder’s Journey

Building an accounting firm from scratch can feel intimidating—especially if you don’t have years of industry experience or a traditional

5 min 43 sec read

Our Certified Courses

Professional Bookkeeping Services

Professional Bookkeeper Certification Course

Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses.

Quick Books Specialist

QuickBooks Specialist™ Certification

Mastering QuickBooks can help you enhance your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your skills set.

Professional Tax Preparer

Professional Tax Preparer Certification Course

Professional Tax Preparer™ is Universal Accounting School’s unique program that affirms & validates the skills and abilities of an individual to perform tax preparation services for individuals & businesses.

PGE logo 2020

Become a Profit &
Growth Expert™

This proven system empowers you to confidently offer consultative accounting services as a value add to traditional bookkeeping (write-up) accounting and tax work.

Important Reads