Universal Accounting Logo
  • Home Page

Categories

Category: 5. Run a CFO & Advisory Business

Category: 5. Run 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
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
GrowCon25 Speaker Spotlight: Michelle Mitchell on the Power of Courageous Delegation

GrowCon25 Speaker Spotlight: Michelle Mitchell on the Power of Courageous Delegation

One of the most anticipated voices at GrowCon25 is longtime firm owner Michelle Mitchell, who brings decades of hands-on experience—and

2 min 18 sec read
How Email Newsletters Can Help Accountants Retain Clients

How Email Newsletters Can Help Accountants Retain Clients

Most accounting professionals understand the importance of gaining new clients, but what many overlook is the power of retaining the

5 min 18 sec read
Why Revenue Isn’t Enough: How to Help Clients Build Businesses Buyers Actually Want

Why Revenue Isn’t Enough: How to Help Clients Build Businesses Buyers Actually Want

As a tax professional, bookkeeper, or business advisor, you know the numbers tell a story. But sometimes, even the best

3 min 38 sec read
Why Your Firm Is Worth Less If Everything Runs Through You

Why Your Firm Is Worth Less If Everything Runs Through You

Many accounting firm owners take pride in leading from the front. They’re in the trenches with their team during tax

3 min 12 sec read
Future-Proofing Your Accounting Firm with AI

Future-Proofing Your Accounting Firm with AI

The accounting profession is entering a new era. For centuries, the foundations of accounting—debits, credits, and structured recordkeeping—have remained steady.

3 min 56 sec read
How to Specialize Your Services to Grow Your Accounting Firm

How to Specialize Your Services to Grow Your Accounting Firm

Many accounting firm owners assume that in order to grow your accounting firm, bigger is better. More services. More clients.

4 min 2 sec read
How Accounting Firms Can Turn Everyday Services Into Premium Offerings

How Accounting Firms Can Turn Everyday Services Into Premium Offerings

If the market sees your accounting services as interchangeable, your firm may be worth less than you think. Acquirers often

3 min 36 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

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