The Impactful Advisor, the advisory training platform founded by Geni Whitehouse, CPA.CITP, CSPM, to help bookkeepers and accountants build the skills and confidence to become trusted advisors, today announced a new affiliation with Universal Accounting Center (UAC).
As part of the partnership, The Impactful Advisor’s training programs, including the Mentor Plus Level 5 Certified Advisor course and the Tool Time webinar series, are moving to UAC’s learning platform at uacourses.com.
The move gives current and future students a significantly expanded learning experience. In addition to the more than 100 practical, ready-to-use advisory tools that have always been part of Mentor Plus training, students will now have access to UAC’s broader course library, covering topics well beyond advisory services. New bundled offerings will make it easy for students to combine Mentor Plus’s advisory training with UAC’s other certifications, coaching, and courses, all through a single platform.
Current subscribers will not lose any progress or access as part of the transition. Existing enrollment dates and completed coursework will be honored at no additional cost, and students will be guided through a simple, personally supported transition to their new accounts.
“This partnership lets us do more of what we do best, helping accountants and bookkeepers build the confidence to price and deliver advisory services, while giving our students access to a much wider world of training and support,” said Geni Whitehouse, Founder of The Impactful Advisor. “Roger Knecht and the team at Universal Accounting share our belief that accounting and bookkeeping professionals deserve to be paid what they are worth, and this affiliation makes it easier for us to help more of them get there.”
“Geni brings a passion to the accounting profession that is both loving and contagious. We at Universal Accounting are happy to have the opportunity to collaborate and train directly with her. We are confident that this is the perfect complement to our program to enable accounting professionals to confidently and competently offer CFO and Advisory Services,” said Roger Knecht, President of Universal Accounting Center.
The two organizations will also begin offering joint presentations and webinars, combining The Impactful Advisor’s advisory training with UAC’s broader curriculum, as part of a shared mission to elevate the accounting and bookkeeping profession.
Students already enrolled in Mentor Plus training can find details about the transition at www.theimpactfuladvisor.com or by contacting Geni Whitehouse.
Photo caption: Geni Whitehouse
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Tags: Accounting, coaching, CPE, Firm Management
