UPB/QBMP combo - Universal Practice Builder

Learn the proven system to build your practice using the Universal Practice Builder™ Workshop. This eight-DVD professionally produced workshop will enable you to learn at the feet of marketing masters without leaving the comfort of your easy chair. Five industry experts will train and demonstrate the steps to client procurement and retention.

Get the skills needed to market your practice so that you can regularly meet with qualified prospects, acquire clients and retain them as their Profit Expert™.

This workshop is designed to give you the keys to quickly get the clients that will bring you $3,000 to $10,000 in annualized billing each month.

Universal Accounting® focuses not only on marketing but also client retention through the use of qualified bookkeepers/accountants, tax experts and profit training. We recognize that the true worth of a client is their Life Time Value (LTV) which defines the success of a firm.
Learn more than 12 proven strategies to leverage from. Everything does not hinge on one effort but rather a collection of tested, inexpensive and productive marketing activities to help any accounting and tax practice in becoming the premier accounting firm in an area.

You will receive state of the art marketing materials and learn the systems that will allow you to leverage your time and maximize your billable hours. Take the strategic and tactical approach to growing your firm while learning how to set the goals and take the steps to realize them. The Universal Practice Builder Workshop also offers the following:

Tactical goal planning and setting.
How following the Universal Practice Builder™ process can produce 15 to 25 qualified leads a month.
3 month's of coaching via telephone and Internet.
Professional Bookkeeping and Tax advanced marketing techniques with role-plays. You will go home with a videotape of your personal role-playing accompanied by commentary from our trainers.
Phone marketing instruction and training. Includes scripts and rebuttals for in-house employees.
Training in the values and benefits of newsletters and websites. Learn how to use these tools to bring clients to your doorstep.
Instruction in providing seminar training for two different instructional courses that result in clients: “QuickBooks Made Profitable™” and “In the Black”.
Business Assessments benchmarking reports to use in attracting clients. We'll show you how using this proven report will help you not only acquire clients but also retain them.
A “Presentation DVD” to show potential clients. We will show you how to let it do the work for you.

Order today, and we’ll waive the $199 fee to attend the identical workshop given live in Salt Lake City, at Universal’s national headquarters. There you will have one-on-one access to the masters, where they will provide individual direction in how you can suit this to your personal situation and personality.

Prerequisites necessary to take this Self-Study course and receive CPE are one of the following: enrollment in the Professional Bookkeeper program, two year associate degree, an established accounting service with more than 5 clients or 5 plus years experience in full-charge bookkeeping.

Earn up to 18 CPE Credits
Program Level: Intermediate

For more information regarding refunds and concerns, please contact our offices at 800-343-4827 or email us at uacinfo@universalaccounting.com. More information can also be found on our Frequently Asked Questions and Terms and Conditions pages.

Universal Accounting Center is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: nasba.org.

QuickBooks Made Profitable

Make Better Use of Your Time
Have your Accounting Help You, not hurt you!
Become more PROFITABLE
Communicate with your accountant more effectively

Bookkeepers, Accountants, CPAs

Offer your clients/employers additional services and flexibility
Serve your clients/employers more effectively
Earn More Money

4 hour DVD training / 2 DVDs and booklet

Course Curriculum

Getting Started Basics
Setting up a Company
Working with Lists
Setting up Inventory
Selling your Product Invoicing for Services
Processing Payments
Working with Bank Accounts
Entering/ Paying Bills
Using Other QuickBooks Accounts
Creating Reports, Creating Graphs
Tracking and Paying Sales Tax
Payroll interfaces with QuickBooks
Estimating
Time Tracking
Job Costing