This webinar is for under-utilized, over-worked, and under-paid partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M who want to transform their firms by building a firm focused on target clients, commanding premium pricing, and leading with advisory.
It is NOT for accountants in industry or other professionals who are not partners in tax or accounting firms. (We feel you should know that in advance so that you don’t waste your time.)
Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they create. The search for talent has never been more challenging. This is partly a function of not having enough of the right clients.
There is another way.
We don't tell you that you need to create content on every social media channel and suddenly you'll win more clients; we simply show you how to build a profitable accounting firm that serves you rather than the other way round based on building a firm based on target clients only. ReNew has helped hundreds of accounting firms increase their number of target clients and make a huge impact with their clients.
Join this hard-hitting and practical webinar and learn proven strategies on how to transform your firm by attracting and retaining target clients.
Shannon Vincent has dedicated his entire career to working with accountants in various capacities. His career began at KPMG in San Francisco. Shannon moved on to specialize in high net worth individuals and emerging growth businesses for two well-known San Francisco-based regional accounting firms. Shannon then spent six years at RANONE, an international consulting company, with two years as the Chief Operating Officer of a 10MM business unit. Since 2001, Shannon has consulted with Top 100 firms to Sole Practitioners, helping them create sustainable and profitable businesses. He has developed impactful content, products, and systems for accountants, including co-founding ReNew Group with Colin Dunn and co-developing the industry-leading lead generation solution for accountants, TRUST. Shannon has recently acted as a Coach and Strategic Thought Partner to a range of accounting businesses in the United States, including consulting on growing their firms, succession plans, improving profits, and quality of life. Shannon received a Bachelor’s degree in Economics with an emphasis in accounting from the University of California, Santa Barbara, and now resides in the San Francisco Bay Area. He is relentless in the pursuit of maximizing the performance of every firm he consults with and coaches.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
We help accounting firms escape the insanity of tax season and the traditional all-things-to-all people model. We show them a better way, based around target clients paying $2-8K per month, and give them a process to transition to subscription services with a monthly recurring revenue focus