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Feb 3, 2021

Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way.

Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients.  There are some key parts of the meeting with a potential client that you don’t want to miss. 

Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss.

It’s time to confidently market and sell your services to get the clients you deserve.


Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Clay Neves

Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment.  He has also worked with students throughout the United States and Canada to grow their practices. 


As a VP at Universal Accounting, He oversaw the growth of Universal’s seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center.


He has applied the principles from “in the BLACK” and “Red to BLACK” to manage his departments to meet or exceed sales and profit forecasts year after year.  


He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program.   


As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma



Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.



Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for today:

Text BUILD to 57838 to request my daily Golden Sales Nugget.  A 120-character text message that you’ll receive daily that gives you something you can focus on to improve your effectiveness in BUILDing your clientele.  

Clay has also offered to email you the P's & Q's questioning sequence we discussed today.  Just email him directly at


Remember this, Accounting Success IS Universal.

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For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777