Tax Preparation is the first part of a complete business service. During the tax season, you will have many clients and a large income. Some tax preparers earn enough money in the tax season to last them the full year. The illustration below illustrates when you will make the most income:

As expected, you are the busiest and best paid in the months before the normal tax filing deadline, April 15. Once taxes are filed, there are some amendments and extensions that are done, but for the most part, most tax preparation services all but close down after the tax filing deadline.
You may want to supplement your great income from tax preparation with something that is more predictable. Accounting and bookkeeping services provide just that baseline of income that can be counted on month after month.
Accounting and bookkeeping are some of the most predictable income sources there are. Every business must by law account for income, expenses, losses, and so on for tax purposes. This is yet another reason that accounting and bookkeeping services compliment tax preparation services so well, because what you keep track of in accounting and bookkeeping you report in tax preparation. It is an easy sell to get established tax clients to get you to do their books for them and visa-versa.
By rounding out your services, you become a "one stop shop" for financial business services. Many small businesses do not want to have to work with many vendors. They would prefer to have their accountant that knows their business also take care of the tax situation. Also, accountants that know tax law are better able to structure the financial affairs of the business to its best tax advantage. At the end of the year, many things that could have been done that would result in additional deductions or credits for a small business cannot be done at that time. They can be changed for the following year, but the opportunity is often lost. When a small business Accountant is also savvy to tax law, the business owner enjoys the greatest reward.
While the income of a tax preparer is cyclic in nature, peaking in the weeks right before the tax filing deadline, the earnings potential for an accountant are much different. As they expand the number of clients that they service, their monthly income increases accordingly, as shown in the graph below:

A typical small-business accounting client will pay you $300-400 per month. In Universal Accounting®'s Professional Bookkeeper™ program, you will learn to easily get a new client every two weeks with little effort on your part and very little advertising and marketing expense. This client takes on average 6-8 hours per month to service, or around $30 to $60 per hour!
Combine tax preparation and accounting/bookkeeping services, and you earn a terrific income all year long. It is easy to cross-sell from one service to another, making it easier to find clients, since you often will service the same client for both tasks.
When you choose to purchase complete business service training, we will give you a significant discount. This includes things to get your business started such as Universal Accounting®'s guide to Financing a Small Business, which shows you how to get funding for your business.
"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.”" |
You risk nothing!
Training Included:
Establishing the Tax Foundation -- Course Module 1
Learn the entire process for determining income and adjustments to income, which will factor into the Adjusted Gross Income. In fact, you will cover all the information necessary to prepare Page one of the Form 1040. -- 10 Videos & Manual
Becoming the 1040 Expert -- Course Module 2
The module deals with the background information and forms that go into Form 1040, Page 2. We also discuss all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number. -- 9 Videos & Manual
Profitable Business Returns -- Course Module 3
In Module 3, we introduce you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. -- 8 Videos & Manual
Building Your Successful Tax Practice -- Course Module 4
This module has been developed to give you a head start in creating and running your own tax preparation service. You will find yourself light years ahead of the competition as you put these strategies into play. -- 5 Videos & Manual
Four Additional Months Follow-up Support
2 month support for each module purchased plus 4 additional for a total of 12 months follow-up support
Professional Tax Certification Exam
Get Certified as a Professional Tax Preparer Certificate of completion (final grade greater than 65%)
Professional Tax Preparer designation (with 90% or better grade)
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 custom Universal Accounting® Websites
Professional Tax Preparer 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.
Call us today at 877-833-7909 to get started.
We will customize a program for you based on your career goals, experience level, and budget.
The Universal Accounting® Financial Services program certifies you as a professional tax preparer 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.
The Financial Services training includes the Professional Tax Preparer™ Course and the 60 hour Professional Bookkeeper™ program.
Call us today at 877-833-7909 to get started.
We will customize a program for you based on your career goals, experience level, and budget.