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Category: CFO & Advisory

Category: CFO & Advisory

Strategic CFO Insights: How to Build a High-Value Advisory Practice

Strategic CFO Insights: How to Build a High-Value Advisory Practice

Most accounting firms know that compliance work alone isn’t enough to create a truly premier practice. As Roger Knecht noted

4 min 10 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
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
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
From CFO to offering CFO services & beyond

From CFO to offering CFO services & beyond

Todd Manion had a typical start to the accounting profession. After transitioning from economics to accounting as a major he

59 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