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Free cpe webinars
Subscription Pricing: How To Provide More Value and Reduce Chaos

SUBSCRIPTION PRICING: HOW TO PROVIDE MORE VALUE AND REDUCE CHAOS

This webinar is for accounting firm partners
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This potent webinar is for accounting firm partners. For decades, accounting firms have operated a traditional business model focused on being all things to all people. As a result, firms take on too many clients which causes poor service to clients and exhaustion among firm members. This deadline-driven, reactive model has had a deleterious impact on individual firms and the profession at large by pushing prices down, letting clients define working relationships, making firm workers bear the burden of low-value clients, and leaving good clients with poor service. But there is a better way.
 
Learning Objectives:


  • Evaluate the benefits of a CPA firm subscription model and how to transition clients to this new model

  • List ways that a subscription model commands premium prices over traditional models

  • Recognize how to position the subscription model as a win/win for the firm and clients and shift thinking to price for access

  • Identify how to reduce the number of meetings you hold while obtaining better results and key metrics for modern firms

  • Evaluate the process to create a year-round tax and advisory subscription model for sustainable growth

  • Recognize how Phocus Accounting converted many of their clients to a subscription model to alleviate these lasting problems

  • Name simple steps to transform your firm quickly and with little risk

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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.