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Training Solutions

Universal Accounting's Financial Services Training Courses Include:

The Universal Accounting financial services program teaches you both tax preparation for individuals and businesses as well as how to service the accounting and bookkeeping needs of your clients. Combine the two services and greatly increase your profits and make marketing your service to businesses with varied needs much easier. It is a natural fit that if you do a company's books, you are the one most qualified to do their taxes because of your knowledge of their financial situation. You will also be very well positioned to advise business owners how to minimize their tax burden.

An average small-business accounting client will pay you $300 per month for 6-8 hours of work. When you add tax planning and preparation services, that jumps by and additional $100 per month per client. The difference between finance payments for just the accounting course and the accounting + tax course is more than made up for with the first client you do both accounting and tax services for. From then on, it just increases your earnings.

Get Started By Learning the Accounting and Bookkeeping Portion of a Financial Services Business

Having a solid understanding of the Accounting and Bookkeeping methods and procedures is a great first step in learning the concepts behind Financial Business Analysis. You will learn to do books for small to mid-sized companies and how to analyze the books to prepare reports. You will learn to interpret reports so that you can advise your clients how to reduce costs and to better understand their financial standing and profitability. Your clients will look to you as an invaluable source of information about the financial health of their organization.

If you are considering adding Tax Preparation and Planning to your Financial Services business at some point, you get a great price by purchasing both programs as a bundle.

PB - Professional Bookkeeper Program (Course Modules 1-4)

The Professional Bookkeeper (PB) Program is the premier training course in small-business accounting. For more than 25 years, Universal Accounting Center has specialized in small-business accounting, honing our training materials to become the most complete and competitive   More...

Training Included Value
Accounting Made Easy - - Course Module 1
Master the tools, procedures, and underlying principles that make up the bookkeeping processes of all businesses. Understand the core building blocks of Accounting and Bookkeeping. -- 4 DVDs & Manual. See Sample
$495
Practical Small Business Applications -- Course Module 2
Apply your understanding of the core accounting principles to specific industries. You will learn to set up books from scratch, do payroll like a seasoned pro, and much more. -- 4 DVDs & Manual.See Sample
$495
Advancing your "Account-Ability" -- Course Module 3
Sure ways to set up complete bookkeeping systems and manage the books for a variety of more sophisticated industries. -- 4 DVDs & Manual.See Sample
$495
Building a Successful Accounting Service -- Course Module 4
Learn the steps to finding paying clients. Start and Grow an accounting practice following a proven program tested and perfected since 1979. -- 4 DVDs & Manuals.See Sample
$495
Two Additional Months Follow-up Support (Free Promotional Offer)
1 month support is included for each module plus 2 months extra for a total of 6 months follow-up support
$198
Customized Web Site (Free Promotional Offer)
With your purchase we will create a custom Web site for your business and host it for you for free for 6 months. Your Web site will become a valuable part of your marketing; in many cases you may only need to refer prospective clients to your site and it will sell your services for you. See CustomUniversal Accounting Website
$490
Two Additional Practice Sets (Free Promotional Offer)
Practice makes perfect. The modules already contain practice sets for nine different businesses. With your purchase you'll receive two more practice sets, giving you eleven in all. This will give you even more confidence and experience in various industries and the opportunity to work with additional types of clients.
$198
Professional Bookkeeper Testing (Free Promotional Offer)
Certificate of completion (final grade greater than 65%)
Certified Professional Bookkeeper (with 90% or better grade)
$285
Course Countries (US, Canada, etc)
Course intended for US, Canada, and anywhere people have accounting needs.
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Professional Bookkeeper Guarantee
If, after completing the course, you feel the course didn't live up to your expectation, simply return the materials to Universal, for a 100% refund of any monies paid.
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Total $ 3,151
Buy Now Discount $ -1,171
Amount to Finance $ 1,980
Internet Cash Discount $ -300
Your Cash Price $ 1,680

Free Shipping for US and Canada
Easy 1 Step Checkout
Enroll Today & Save Big
Buy Now
Retail Price: 3,257.00
You Pay:* 1680.00

Buy Now Accounting Course 
Finance Now Bookkeeping Course
Details:
Pay in Full today and get:
  • Free Shipping
  • Receive $300 off of the $1,980 package price
You can change your payment method during checkout
 

Click to verify BBB accreditation and to see a BBB report.  Order or Ask Questions by Phone 1-800-343-4827
M-F 8am-5pm MST, Current Time is 9:47 am or Ask Your Questions Online Anytime
Please see our Terms and Conditions and Privacy Policy for details. *Handling & Enrollment fee may apply.

Learn the Tax Preparation Portion of a Financial Services Business

Learning Tax Preparation is a great way to get started providing Financial Services for small to medium businesses and to individuals. You will learn this valuable service from the simplest tax returns to much more involved corporate taxes. With Universal Accounting's hands-on method of video-based training, you will do the same kinds of books that you will do for your clients, giving you the confidence that you need to aquire good paying clients. We will teach you to market your skills to make you profitable fast. If you are considering adding Accounting and Bookkeeping services to your Financial Services business at some point, you get a great price by purchasing both programs as a bundle.

Learn More about the Professional Tax Preparer™ course.

Here's What You Get

The Professional Tax Preparer™ (PTP) program consists of video instruction, practice books, and manuals. You get the following 4 modules:

Bundle the Professional Bookkeeper™ Course (PB) and The Professional Tax Preparer™ Course and SAVE BIG!

 
Free Shipping for US and Canada
Easy 1 Step Checkout
Enroll Today & Save Big
Buy Now
Retail Price: 6,985.50
You Pay:* 2960.00

Buy Now Accounting Course 
Finance Now Bookkeeping Course
Details:
Pay in Full today and get:
  • Free Shipping
  • Receive $500 off of the $3,460 package price
You can change your payment method during checkout
 

Click to verify BBB accreditation and to see a BBB report.  Order or Ask Questions by Phone 1-800-343-4827
M-F 8am-5pm MST, Current Time is 9:47 am or Ask Your Questions Online Anytime
Please see our Terms and Conditions and Privacy Policy for details. *Handling & Enrollment fee may apply.

A Career In Accounting and Bookkeeping

For those interested in a pursuing Accounting and Bookkeeping as a career, the Professional Bookkeeper™ (PB) Program prepares you to excel in these fields.

Learn More About the Professional Bookkeeper™ career track

 

Become a Full Financial Services Provider

Learn More About the Benefits of becoming a Full Financial Services Provider

Start Today!

The Financial Services training includes the Professional Tax Preparer™ certification program and the 60 hour Professional Bookkeeper™ program.

 

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A Few Graduate Testimonials

"When I started this class I knew nothing about accounting. Wow, what a difference 4 weeks can make! My advice, Just Do It. You never know what you can do until you do it. I know you've heard it before, but in 10 years do you want to be where you are now? I don't. That's why I'm here doing this."
—Dennis Keener

"I have the videos and will watch them over and over. This support sets Universal Accounting Center apart from the other institutions. The material presented by Universal Accounting Center is what I have searched for all my life. I know from years of educational experience that no finer information exists and no one puts this material together better than Universal Accounting!"
—Benjamin York

In order to achieve things you have never achieved before, you must be willing to do things you have never done before.




Free Shipping for US and Canada
Easy 1 Step Checkout
Enroll Today & Save Big
Buy Now
Retail Price: 4,732.00
You Pay:* 2176.00

Buy Now Accounting Course 
Finance Now Bookkeeping Course
Details:
Pay in Full today and get:
  • Free Shipping
  • Receive $300 off of the $2,476 package price
You can change your payment method during checkout
 

Click to verify BBB accreditation and to see a BBB report.  Order or Ask Questions by Phone 1-800-343-4827
M-F 8am-5pm MST, Current Time is 9:47 am or Ask Your Questions Online Anytime
Please see our Terms and Conditions and Privacy Policy for details. *Handling & Enrollment fee may apply.
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