Become a Profit & Growth EXPERT!

Learn to market, sale and offer consultative accounting services as a certified Profit & Growth Expert (PGE). Receive Marketing and Practice Management training which includes marketing tools, strategies and tactics, seminar outlines, presentations, etc. Apply the nine principles to build a thriving accounting, bookkeeping and/or business that is growing and working more efficiently.  Offer consultative value based services to your clients to quickly transform a financially troubled business into a profitable venture within six weeks.

This program is designed to start with the big picture and then work towards helping market and sell your new services with confidence.  Basically you are first trained to know what the short, mid and long term needs of the business are to build a thriving business that has value.  This is based on the philosophy, “beginning with the end in mind”.  This is the “big picture” you need as the Profit & Growth Expert to help your clients clearly define their business.

Next you are taught the process to help your clients transition, build and have the business they deserve.  This is the engagement that you are paid to implement with the client. Once you know the principles of a profitable business and the process to get the client there it’s time to learn how to best sell and get the engagements. 

In summary the Profit & Growth Expert certification signifies you are proficient in the following:

  • “In the BLACK – nine principles to make your business profitable” course (5 hours) – Learn how accounting is the primary source of data and how to use this data to work your way up the Wisdom Pyramid using reports and statistical analysis of your business data.  Every business decision that a business owner makes should be based upon experience (wisdom gained from past analysis of information) or upon current information. Without specific metrics to gauge your success, you will have no data to determine what things that you try are working.  To move up the wisdom pyramid, you have to experiment with new approaches. The difference between a company that is performing well and the true successes stem in large degree to how willing its management is to try new approaches and measure their success. (based on the book “in the BLACK”)
  • “Red to BLACK” Course (3.25 hours) - A Small Business Accountant’s Guide to Quick Turnarounds, details the steps necessary in quickly transforming a financially troubled business into a profitable venture. (based on the book “Red to BLACK in 30 Days”)
  • BizBench – The BizBench course teaches you to use reports that benchmark a business against similar businesses using the same NAICS code in 51 key financial metrics.  It helps you as an advisor organize the clients financial reports using charts and graphs the data into a meaningful presentation of the analysis, complete with comprehensive recommendations for improvement. This BizBench course gives you the knowledge, understanding and wisdom to take the actions for a client that can change a struggling business into an industry leader. (Software sold separately)
  • Selling with Confidence: Learn the process to build rapport, present your services, be seen as the expert, explain your services (features and benefits) and so much more to get them to want to pay you for your services and expertise.
  • Strategic Selling (3.5 hours) – Most Accountants Bookkeepers and Tax Preparers lack a proven sales process to work the leads they have, leaving your business to chance. Instead, they come up with their own “scattered” sales funnel, without knowing entirely what they’re doing:  Contacting this lead… Hoping they’ll understand the services offered… (everyone knows “they need an accountant” is what your thinking)… A couple of random attempts to “sell” them…The result? Random sales when you need a proven process! BUT – As soon as you understand how to TURN ON your sales funnel, and send your audience through your “front door”…You Have The Ability To Make As Much Money As You Want. This comprehensive 53 Session system is the KEY to selling the right clients, day in and day out, like clockwork.
  • Art & Science of Getting Clients: Learn how you can leverage the relationships you have to build a constant flow of new clients, referral clients, and repeat clients that PAY.  You will learn how to say the right thing in the right way at the right time to the right people to attract, engage, convert and retain your perfect clients.   It's the ART and SCIENCE of getting more clients.  The ART makes it FUN.  The SCIENCE makes it CERTAIN!  
  • The Universal Practice Builder program (30 hours) – the proven strategies to effectively and inexpensively market your services to bring in the leads you need to grow your business.  It also then has the system you need to move them through sales funnel that leads them to want your services.  You are taught the easy was to present and sell your services with confidence.  We role-play for you various sales situations, how to overcome “objections” and ultimately close the sale.  With this program you’ll move from “order taker to master closer”.  As comfortable you are now doing accounting you soon will be with the marketing and sales process. (emphasis on Effective Marketing Strategies)

In the end, when you pass the final exam with a 90% or better you’ll be certified as a Profit & Growth Expert allowing you to place after your name the “PGE” designation to show that you advise your clients to turn their business from being in the “RED” to being “in the BLACK” following proven processes.  You will know what to do, how to sell & price it as well as market it to your ideal clients! This is the accounting model of the present and for the future.  With this you’ll have the premier accounting firm in your area working with the clients you love.  

For more information regarding the Profit & Growth Expert™ program GO HERE!