Bookkeeper Association Chapter Model
The following is an executive summary of the UBA Bookkeeper Association Model:
Table of Contents
Market
Target Market
Mission
Products
Member Benefits
Management
Research & Development
Marketing & Sales
Production
Finance
Customer Service
Market
Fact: There are 25 million small businesses in the United States and 100% of these businesses are required to "keep their books".
Fact: 70% of these businesses (17.5 million) have no employees and a majority of the business' owners perform their own bookkeeping.
Fact: Of the remaining 30% (7.5 million), a majority of the business’ owners perform their own bookkeeping or have their bookkeeping performed by employees.
Fact: 4.4 million of the 25 million small businesses use financial software and a majority have no basic bookkeeping or accounting education or training.
Fact: QuickBooks has an 85% market share (3.7 million registered users) of the 4.4 million small businesses that use financial software and a majority of these users use QuickBooks incorrectly or inefficiently.
Fact: A majority of small business owners state they have difficulty finding competent bookkeepers.
Fact: There are thousands of individuals who want to learn bookkeeping to obtain bookkeeping employment.
Fact: There are hundreds of thousands of individuals and small business and nonprofit organization owners and employees who want to learn bookkeeping or enhance their bookkeeping knowledge and skills.
Target Market
Individuals and small business and nonprofit organization owners and employees who want to learn bookkeeping or enhance their bookkeeping knowledge and skills.
Mission
Our mission is to enable bookkeepers to develop the knowledge and skills to perform bookkeeping accurately and productively.
Products
We provide membership and bookkeeping, accounting, payroll, and QuickBooks training, certification, licenses, and products.
Management
Licensee will serve as Chapter President and CEO.
Research & Development
UBA performs Chapter market research and product development. Feedback from Licensees is sought and welcome.
Marketing & Sales
UBA develops and implements monthly Chapter marketing campaigns and handle all sales emails and telephone calls. Chapter marketing campaigns consist of press releases, email, direct mail, free training, monthly meetings, Chapter Affiliates, sponsors, and network and alliance partners. Licensee pays the fixed monthly marketing budget.
Production
Orders are placed via the Licensee's Chapter website (provided by UBA), toll-free telephone number (provided by UBA), fax, or mail. UBA takes, processes, and ships all orders. Licensee receives email notices of all orders in real time.
Finance
UBA pays all Chapter setup and operating costs including legal entity incorporation. Licensee pays an intitial one-time $1,000 Chapter License Setup Fee, a monthly $100 Chapter License Operating Fee, and the fixed monthly marketing budget ($800 to $1,200 dollars depending on geographical location rights). Licensee is required to setup a Chapter checking account at his/her discretion with him/her as authorization signatory. All Chapter orders are pre-paid via credit card or e-check. Chapter website, telephone, and fax order credit card and mail check payments are deposited directly into Licensee's Chapter checking account via a Chapter merchant account or e-check (provided by UBA). UBA will charge Licensee's credit card the Licensee's cost of website, telephone, fax, and mail pre-paid orders.
Customer Service
UBA handles all Chapter member and customer service emails and calls.
Information Technology
UBA develops, obtains, sets up, hosts, maintains, and supports all Chapter information technology.
UBA Bookkeeper Association Chapter License Orientation and Q&A
Individuals or firms that want to learn more about this exciting opportunity can attend a free one-hour, online orientation and Q&A.
To register, go to Chapter License Orientation.
How to Apply
Individuals or organizations that want to apply as a Chapter Licensee must complete a Chapter License Application.