Content Provider

Free cpe webinars
How Modern Firms Command Premium Pricing by Leading With Advisory


Available Date(s)
Monday, October 03, 2022: 3:00PM EDT
Tuesday, October 18, 2022: 3:00PM EDT
Tuesday, October 25, 2022: 2:00PM EDT
Tuesday, November 01, 2022: 2:00PM EDT
Tuesday, November 08, 2022: 3:00PM EST
Monday, November 14, 2022: 3:00PM EST
Tuesday, November 29, 2022: 3:00PM EST
Tuesday, December 06, 2022: 2:00PM EST
Tuesday, December 13, 2022: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

Learning Objectives:

  • Recognize why putting clients first is the road to marginal profitability, tax season madness, and a diminished quality of life

  • Define, identify and upgrade the number of target clients in your firm

  • Calculate and analyze your firm based on what we call Pareto for Profits

  • Give examples of simple scripts to position advisory services and lead with advisory

  • Identify how firms command premium pricing and boost their average annual price

  • Determine how one sole practitioner firm increased his firm's revenue by 91%


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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter


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