This webinar is for overworked, consistently behind, and underpaid partners in tax and accounting firms with revenues from $300K to $5MM. 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. Extended IRS deadlines, automatic IRS notices, IRS backlogs, and constant stimulus changes are amplifying the problems firms face.
Firms are convinced more clients, revenue, new service offerings, and new technologies are the answers to their profitability and quality of life.
There is another way.
We don't recommend that you invest in more technology to solve your problems; 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 what we call Target the Targets.
Colin Dunn and Shannon Vincent have helped hundreds of accounting firms increase their profit, free up their time and make a huge impact with their clients.
The firms we work with dramatically reduce client volume, the incessant noise of running a firm, and increase profitability by following our proven 5 step method. They get off the hamster wheel and only say YES to the right types of clients where they are the Trusted Advisor NOT just a service provider.
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.
Colin Dunn is a Chartered Accountant with extensive experience in coaching accountants to develop and implement strategies to build better businesses and help their clients achieve their business and personal goals.
Having spent almost nine years in a fast-growing accounting firm in the UK, Colin has spent the past 25 years training, coaching, and consulting accounting firms worldwide.
Colin, along with his business partner in ReNew Group, Shannon Vincent, is passionate about helping accounting firms customize their firms' business models so that they have less noise, more profits, and better clients, meaning they ca,n spend more time with their families and pursuing hobbies and leisure interests.
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.
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We help accounting firms increase profitability by at least 30% while reducing client numbers by at least 30%. Our clients enjoy less noise, more profits, and better clients.
We help the partners in those firms achieve more sanity and profits than they ever thought possible through mindset, a ReNew model firm platform, content, support, and community.