Accounting, Bookkeeping & Tax Marketing Coaching

Get Trained, Get Certified, Get Clients

Starting and growing your own successful accounting practice, or advancing your accounting career can be very liberating and rewarding. But it’s not always clear how to do it. With all the different accounting tools, software options, promotional channels, and strategies for how to best acquire and service clients it can be confusing and overwhelming. Actually it’s simple, fun and easy…when you know how.

Universal Accounting Center, with our unique focus on helping thousands start and grow their own successful accounting , bookkeeping, and tax preparations services, is pleased to present this conference series to present ideas, techniques, best practices, resources, connections and providers who can take you from where you are to where you want to be!

CALL 877-833-7909 AND MENTION THIS OFFER for a free 1 hour coaching session and assessment regarding your accounting and tax practice.

Starting and building an accounting practice can be both exciting and frightening even among the most confident. Having an expert at your side to guide and encourage you through this process will enable you to take the steps more quickly, and with greater confidence.


Universal Accounting Center Coaches uniquely focus on working with motivated accounting and bookkeeping and tax professionals to establish and grow their practices. These seasoned professionals know how to implement the proven marketing strategies that are designed to get you off and running in three to six months.

During your initial session with your Coach,  you will design a step by step plan that will meet your personal goals, identify potential obstacles, and coach you on ways to hurdle them. Then, at a time that is convenient for you, the Coach will meet with you through 12weekly coaching sessions and will:


  • Assess completion of weekly assignments
  • Track progress toward your goals
  • Identify successes and challenges
  • Provide coaching and consulting to overcome the challenges
  • Coach you on appropriate marketing strategies, methods and techniques
  • Guide you in making commitments for assignments for the following week.


By the end of your coaching program, if you have done your part, you will:


  • Gain hands on experience in implementing proven marketing strategies, methods and techniques specifically designed for the accounting practice.
  • Obtain your target in terms of income and client base.
  • Establish a marketing formula, statistically valid and duplicatable.
  • Develop the habit of making and keeping appropriate commitments to yourself.


If you have ever disappointed yourself by failing to follow through on a life changing commitment, or just want more expertise than you currently have, Universal Accounting Master Coaching is the program that can assure your success!  Call our coaching consultant today for a free assessment of what our Master Coaching Program can do for you.

Fill out the following brief questionnaire to determine what the Master Coaching Program can do for you.


  • Are you launching your practice within 30-60 days?
  • Are you willing and able to invest $100-$300 per month, if necessary, to grow your practice?
  • Are you willing to spend at least 10 hours per week of your time focused on
    marketing your practice?
  • Have you finished the Professional Bookkeeper™ certification program or if not
    finished, willing and able to finish Module IV, Chapters 4 and 5 prior to counseling with our Master Coach?
  • Are you able to take complete responsibility and accountability for your success – the pain of your failures as well as the glory of your successes?
  • Are you teachable and willing to take direction from a mentor?
  • Are you willing to do what you say you will do?


If you have answered yes to all of the above, congratulations.  You fit the profile of the students that have had great success with your Master Coaching program.

CALL 877-833-7909 AND MENTION THIS OFFER for a free 1 hour coaching session and assessment regarding your accounting and tax practice.

20 Responses to Accounting, Bookkeeping & Tax Marketing Coaching

  1. burnette says:

    It works if you are willing to follow the program diligently. I am making a few hundred a month by following this program in a few niches after 2 months. It certainly takes time and effort but it is worth it.

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  13. Isela says:

    I would like to know if this mentorship uses other methods other then the ones that come w/ the professional bookkeeper program. (all the different letters) I wouldn’t want to re purchase something I already have.

    Thank you

    • rknecht says:

      Great questions Isela. The answer is a resounding “YES” but to receive the coaching the individual must be a student of either the Professional Bookkeeper and/or Universal Practice Builder programs. The master coaching builds off of the instructions there and more. It is in the coaching that we also develop new methods that we are later able to introduce into the programs in future updates. I would encourage you to call 866-476-4521 and ask for Scott to see if you are eligible for a free consultation.

  14. Jen Phillips says:

    I am considering the Universal Accounting course including the marketing portion. I am curious about a few things. Would it require a lot of cold calling? Or visiting businesses trying to sell my services in person? Why would someone hire me to manage their business’ finances if I have no experience, even if I’m certified? How assertive would I need to be to execute your marketing strategies? I have tried sales and marketing for an online business I participated in, and I discovered I was not only very uncomfortable with marketing, but definitely not very good at it. Could you give me an idea of what kinds of marketing techniques you instruct or what they entail?

    Thank you!

    • rknecht says:

      Hi Jen

      After more than 30 years of marketing accounting services, helping start and build accounting firms, Universal has identified many inexpensive and proven methods to market and acquire clients. Because each of us are different we teach you the various efforts and with the help of your coach implement those best suited for you, the services you offer and your area. It would be expected that in some areas you will be pushing your comfort zone but it will be for good reason.

      A good place to start would be here – when you have some time I would encourage you to view this online video:

      Best Wishes


    • Clay Neves says:

      Hey, Jen, Clay Neves here. Roger has recently asked me to help reply and I came across your comment and wanted to respond though it’s several months old. I can see why you may think it’s a bit overwhelming to get someone to turn over their business’s finances to you if you have not experience, but that is not really what you’re asking them to do. What you are proposing to the business owner is this:
      – I will make sure your bookkeeping systems are up and keeping accurate records of your financial transactions, just give me the raw paperwork, and I’ll get it organized and in to your system so you don’t have to.
      – I will make sure that we get accurate and up-to-date-reports from your accounting system.
      – I will make sure to consult with you on what the reports are indicating so you can understand your business’ financial situation and make the best decisions as a business owner on how to increase your profitability and equity.

      They may invite you to pay their bills or have other access to their accounts or finances, but otherwise, that’s not really what you’re seeking.

      As far as experience, you will be taken through 11 different businesses during your Professional Bookkeeper training and doing the accounting for them. Think of them as your first 11 clients, in a way.

      Just remember that most small business owners you will speak with won’t know as much as you do about small business accounting after you finish the course and have your certification. Their knowledge will probably be much more narrow as well.

      Depending on where you are now, you may have already found out how valuable you are to them.