3/15, 4/15, 9/15 and 10/15 were some of the most stressful in years for accounting firms. Thinking about tax season and improving your firm, one of the areas to focus on is how CPA firms allocate their time, serve clients and leverage technology in a way that serves the firm, its team members and clients. Further, many firms are examining old ways of thinking, or doing business that limits their abilities. Thankfully, there are answers and best practices that solve the hours and business model problem that many firms face.
How making the firm #1 Client serves all stakeholders
Increasing value and revenue with Packaging and Pricing of Services
Leveraging technology for Maximum Productivity
Getting the right clients on the bus (and how to price for late arrivals)
Setting client expectations so they avoid ‘last minute drama’ and focus on the right clients
Simple ways to drive Revenue in the Summer and the Fall
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.
For 25 years, highly profitable small accounting firms have used our proven Lead to Lifetime Target Client Methodology to attract, land and expand their client base with target clients that happily pay $2-8K per month.
Our clients enjoy less tax season, more profits and better clients.