As an accounting & bookkeeping practice owner, David uses his experience to coach others in marketing strategy
David Sherwood sees himself as an accountrepreneur, and for good reason. Owner and operator of his own accounting and bookkeeping practice, David also works at Universal Accounting (UA) as a Practice Development Coach. In that capacity, he travels the country conducting marketing seminars for financial professionals, some of which include “Get Paid for Your Power, Not Just by the Hour: Build a Six Figure Practice in Twelve Months” and “The Power of Your Own Practice: Start Your Own Successful Accounting Service.” He also acts as a Master Coach for UA students, which he admits is a favorite part of his job.
“To have people say that I changed their lives,” David explains, “or that I (and Universal Accounting) are an answer to their prayers or that they have been able to build a business that will impact how they live the rest of their lives, raise their kids and give their families the things that they need, has been more than rewarding. Sometimes it is hard to remember that this is a job to me, but to them it is the dream, and we help people achieve their dreams. That’s fun.”
Those who think that being a good accountant precludes you from being a good marketer should meet David Sherwood, a consummate marketing accountant. He’s of the opinion that accountants are well suited to attract all the clients they want. In fact, he believes the same characteristics that make good accountants can also help accountants build their own practices. All it takes is the knowledge to say the right thing, in the right way, to the right person. And that’s what David helps them do.
With over 20 years of sales, marketing and marketing management experience, David has spent years perfecting a system of marketing the accounting practice that is guaranteed to help professionals secure clients using no to low-cost marketing methods. He has spearheaded Universal Accounting’s advanced marketing programs that have helped hundreds start and grow their own bookkeeping services.
David joined Universal Accounting nearly seven years ago because he was impressed with the company’s product and staff. His interactions with Allen Bostrom, Universal Accounting President and CEO, and Roger Knecht, Universal Accounting Vice President of Operations, impressed David, instilling in him the desire to join the company. David explains, “I saw an opportunity to take my skills and experience and apply them in a meaningful way that would benefit many.”
A native of Hawaii, David graduated from Brigham Young University with a degree in marketing. Married for over 15 years to his wife Xenya and with three children, ages eight, ten and 12, David enjoys traveling.