FIXYR & UNIVERSAL ACCOUNTING CENTER

Transforming Accounting Referrals Into Income

Six chapters. Six exercises. One finished marketing plan.

Give your accounting practice a clearer plan for generating business through referrals. This practical course combines video instruction with workbook exercises to help you develop a marketing plan for your own business.

Put the Training to Work in Your Practice

Work through six chapters and apply what you learn through six corresponding exercises. As you progress, you’ll build the pieces of your marketing plan, giving you something useful to carry forward after the course.

Everything You Need to Follow Along

Each chapter brings together instruction, reference materials, and an exercise to help you apply the material to your business.

Training Video & Text Notes

Watch the chapter video and review the notes below it to reinforce the material.

Downloadable PowerPoint

Save the chapter presentation for convenient reference as you work through the training.

Workbook Chapter

Read the chapter directly within the course, with the workbook content available alongside your training.

Practical Workbook Exercise

Apply the chapter to your business and develop another part of your marketing plan.

Your Workbook, Your Way

You’ll receive a downloadable Word workbook that you can save, print, and complete as you move through the course.

Prefer to begin watching first? You can return to download the workbook whenever you’re ready. Its chapters and exercise pages are also included directly in the course.

Who This Course Is For

Accounting, bookkeeping, and tax professionals who want to give referral marketing more attention and develop a practical plan for growing their business.

Check Your Understanding

Complete the final exam to demonstrate your understanding of the course material.

  • 40 questions
  • 60 minutes per attempt
  • 70% or higher required to pass
  • Four attempts available

Start Building Your Referral Marketing Plan

Bring your business goals. Work through the lessons. Complete the exercises. Leave with a finished marketing plan you can put into action.

Course curriculum

  • 1

    Start

    • Downloadable and Printable Workbook.

    • Transform Referrals Into Steady Income

    • Chapter 1: Turn referrals into steady income

    • Strategy Before Tactics and Choosing Who You Serve

    • Chapter 2: Strategy before tactics and choosing who you serve

    • Messaging That Speaks To The Client Not the Service

    • Chapter 3: Messaging that speaks to the client, not the service

    • Reputation and Authority

    • Chapter 4: Reputation and authority

    • Online Presence That Earns Inquiries

    • Chapter 5: Online Presence that earns inquiries

    • Follow-Up: The Plan and the Numbers

    • Chapter 6: Follow-up, the plan and the numbers

    • Transform accounting referrals into steady income Final Exam

    • PDF Workbook