Profit Mastery®
for CPAs

Profit Mastery® courses have been attended by thousands of CPAs since 1984 with universally rave reviews. The key financial management concepts taught in Profit Mastery® can be the cornerstone of the consultation side of your practice.

We offer Facilitator-led live presentations (up to 16 hours of NASBA-compliant/QAS Accounting Credit), whether you choose to take the full online Profit Mastery® program or one or more of the individual modules, you find new ways to help your clients (and maybe yourself, too) become better, more informed, more successful business owners.

The Profit Mastery® self-study online curriculum:

  • Provides up to 18.5 hours of CPE for CPAs

  • Can be purchased as a complete course or as separate modules

  • Is NASBA-approved (The Profit Mastery® live-format curriculum
    has been NASBA-approved for over 10 years!)

  • Has been taught to thousands of CPAs through banking, business, and accounting networks — and consistently received rave reviews

Though CPE is a recurring, annual event for accountants, the benefits of Profit Mastery® extend well beyond the CPE itself. The tools and concepts presented in the course serve to enhance the consultative aspect of any CPA practice — and increasingly CPAs, like bankers, are recognizing the value of Profit Mastery® for their clients. Once again, a consistent focus by both client and CPA serves as a springboard for increasing both retention and billable hours by "productizing" the consultative relationship.

Many CPAs who have taken the course have gone on to refer their clients to Profit Mastery® training, which in turn provides an educational resource for client/professional consultation and builds momentum towards increased revenue.

CPAs in large corporations find that exposure to Profit Mastery's® tools provide them with extra value as peer advisors within their organization. In addition — with dealer networks, franchise organizations, and trade associations — the Profit Mastery® program is generally channeled outward in the distribution chain. Consistently common, measurable results include improved communication through developing a common language and approach that enhances satisfaction and improves financial performance throughout the network.

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I wanted to let you know that your principles and financial instruction are the best tools I have ever seen for helping small business succeed.

A friend recommended Profit Mastery - I watched the online streaming video seminar and it was interesting! (I don’t know how you made it that way, but it was! Perhaps Steve was a comedian in a different life?)

I must have watched the program five or six times all the way through. Immediately I began building the spreadsheets and ratios as you prescribed.

People at the Credit Union began thinking I was some sort of “financial guru” – they thought perhaps I had learned this information in college or something, but I never told them my secret – that everything I knew was taken from the Profit Mastery seminar!
— Bank officer in Garden City, Kansas
A must for all CPAs!
— Wendy Friedman, CPA
Managing a business without Profit Mastery is like driving to an unfamiliar destination without a roadmap!
Sign up today!
— Alonso Arellano, Latin Business Association
Dynamite presentation; as a CPA I attend many seminars each year for professional education; Profit Mastery is one of the few that provides value to my practice and my clients.
— Charles Mattern, CPA

Meet Some of Our Clients


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