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Attracting Target Clients: 5 Strategies Leveraged in This Firm Panel Discussion

ATTRACTING TARGET CLIENTS: 5 STRATEGIES LEVERAGED IN THIS FIRM PANEL DISCUSSION

This course is intended for partners in tax and accounting firms.
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 18, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar is for overworked, consistently behind, underpaid partners in tax and accounting firms with revenues from $100K to $5M who want to attract more target clients and upgrade their client base. 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 quality of life while not being rewarded for the value they create. This is partly a function of not having enough of the right clients.

There is another way.

In this webinar, we won't tell you that you need to create content on every social media channel to suddenly win more clients; we simply show you five strategies to build a profitable accounting firm that serves you rather than the other way round based on what we call "Target the Targets."

ReNew Group has helped hundreds of accounting firms increase their profit, attract their target clients, and make a huge impact with their clients. Join this hard-hitting webinar which includes an interview with three firms, facilitated by industry executive and strategist Roy Keely. The firms will share how they improved profitability and increased their number of target clients using ReNew Group’s proven method.


Course Highlights:


  • One firm followed these recommendations to the letter and saw massive success: client numbers went down by 51%; revenue went up by 41%; the average price per client shot up by 190%; and its call volume went down by at least 50%

  • One sole practitioner increased his firm's revenue by 91% and, at the same time, reduced his clients from 508 to 157 and his tax appointments by 60


Learning Objectives:


  • Recall the actions of three firms that have followed the step-by-step process for more profitability

  • Outline five strategies used in real firms on how to obtain more target clients

  • Identify how ReNew Group helps clearly define target clients and how to obtain more of them

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Colin Dunn, FCA

Renew Group
Chief Innovation Officer
c.dunn@renewgroup.com
61 418 250115

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Colin Dunn is a Chartered Accountant with extensive experience in working with accountants to provide them with the tools they need to develop and implement strategies to build better firms.

After spending nearly 10 years in a business advisory capacity in a fast-growing UK firm, Colin has spent over 25 years creating content for accountants, coaching accountants, and providing communities to enable accountants to collaborate so that they do not have to reinvent the wheel. Colin has developed software, content, products, and systems to enable accountants to grow their firms, improve profitability, attract better clients, and reduce the insanity of tax season. He regularly speaks on these topics and passionately believes that accountants can transform their firms and their lives by providing truly valuable services for the right clients.

Colin, and his Renew Group Co-Founder, Shannon Vincent, love helping accountants design firms that work for them, so that they can spend more time with their families and pursuing hobbies and leisure interests.

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A proven leader of people, product and the P&L, Roy specializes in working across teams to build a cohesive strategy that rallies both people and profit for a sustainable future. Roy also dislikes bios vehemently so we shall stop here.

About Our Presenter

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Renew Group’s mission is to transform accounting firms and the lives of their professionals. Through their Firm Transformation Framework, Renew Group provides accountants with the education, tools, community, and coaching needed to create better business models. They are dedicated to revolutionizing the accounting industry, one firm at a time, by delivering tangible, life-changing results.