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Category: 6. Grow a Tax Preparation Business

Category: 6. Grow a Tax Preparation Business

How to get more clients for your bookkeeping or tax business?

How to get more clients for your bookkeeping or tax business?

In the world of accounting, finding clients is essential for growing a business. There are many strategies that accounting business

3 min 22 sec read
Three Smart Tax Moves For Donating Stock to Charity

Three Smart Tax Moves For Donating Stock to Charity

It’s important to help the less fortunate in our community. Making cash donations to local charities is a great way to support their good works. And of course, cash gifts are fully tax deductible. But giving stock (or bonds, land, or other investment assets) that has gone up in value can provide you, or your […]

3 min 37 sec read
Grow a Tax Business with Alchemy: Proven Strategies from Chad Jenkins

Grow a Tax Business with Alchemy: Proven Strategies from Chad Jenkins

In the competitive world of accounting, building a premier firm requires more than just technical expertise. To grow a tax

4 min 28 sec read
GrowCon Preview: Mike Milan’s Techniques for Clearing the Noise to Close More Sales

GrowCon Preview: Mike Milan’s Techniques for Clearing the Noise to Close More Sales

Traditionally, we talk about accountants as people who are good with numbers, right? So, I suppose it would make sense

3 min 28 sec read
GrowCon 2025: Hire and Retain the Best Talent to Grow an Accounting Firm – Nicole McMillan

GrowCon 2025: Hire and Retain the Best Talent to Grow an Accounting Firm – Nicole McMillan

To land and keep standout talent, above all, you have to run a business that's great for your employees. For

3 min 37 sec read
GrowCon25 Speaker Spotlight: Rhamy Alejeal on Scaling Through People, Not Paperwork

GrowCon25 Speaker Spotlight: Rhamy Alejeal on Scaling Through People, Not Paperwork

When it comes to scaling a business, few understand the people side of growth like Rhamy Alejeal, CEO of People

2 min 23 sec read
Become an Enrolled Agent: Your Essential Guide to a Top Tax Career

Become an Enrolled Agent: Your Essential Guide to a Top Tax Career

In the ever-evolving landscape of U.S. taxation, few credentials command as much respect and authority as the Enrolled Agent (EA).

4 min 4 sec read
Can’t Miss Strategies for Growing Your Accounting Business from GrowCon Day 2

Can’t Miss Strategies for Growing Your Accounting Business from GrowCon Day 2

GrowCon’s second day was one full of insights for making an accounting business more efficient with lessons on how to

16 min 47 sec read
Top Mistakes New Tax Preparers Make—and How Training Can Prevent Them

Top Mistakes New Tax Preparers Make—and How Training Can Prevent Them

Breaking into the tax industry is exciting. Whether you're transitioning careers, looking to boost your income during tax season, or

5 min 53 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
5 Ways to Reach More Clients as a Solo Tax Preparer Online

5 Ways to Reach More Clients as a Solo Tax Preparer Online

In the tax preparation world, reputation is everything. Whether you’re filing simple returns or helping clients navigate complex tax situations,

4 min 37 sec read
How Your Tax Preparation Business Can Maximize Its Social Media Presence

How Your Tax Preparation Business Can Maximize Its Social Media Presence

It’s no secret that LinkedIn can be a valuable networking tool for tax professionals. It allows you to highlight your

5 min 36 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.

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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.

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