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Become a Full Financial Services Provider
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.
Learn More About the Benefits of becoming a Full Financial Services Provider
Get Started By Offering the Tax Preparation Portion of a Financial Services Business
Offering Tax Preparation is a great way to get started providing Financial Services for small to medium businesses and to individuals. 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 certification.
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.
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
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.
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Bundle the Professional Bookkeeper Course (PB) and The Professional Tax Preparer Course and SAVE BIG!
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