Stop the Madness of Tax Season by Renew Group
Course Description
3/15, 4/15, 9/15 and
10/15 were some of the most stressful deadlines in years for accounting firms. It
feels never-ending. Tax season is around the corner and many firms experience
the “tax season pit in the stomach.”
If you want to learn ways to leverage low hanging fruit in your firm and simple ways to reduce stress and hours without sacrificing profits, this webinar is for you.
You will also hear from Greg Batton, EA that has transformed their firm from living in the gap of what needs to be done, running from deadline to deadline to being proactive with the right clients while generating more profits.
Learning Objectives
- How making the firm #1 Client serves all stakeholders.
- Solve your “not enough hours in the day” problem.
- Commanding premium pricing with Packaging and Pricing of Services, including tackling scope creep and no more working for free.
- Stop letting the squeaky wheels get the grease.
- 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.
Hosted by Renew Group Co-Founders, Shannon Vincent and Colin Dunn, their mission is to transform accounting firms and the lives of their professionals with the education, tools, community, and coaching needed to create better business models. Renew Group is dedicated to revolutionizing the accounting industry, one firm at a time, by delivering tangible, life-changing results.
Presenters
Shannon Vincent, Co-Founder of Renew Group
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 business 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.
Read the full bio here!
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 business 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.
Read the full bio here!
Colin Dunn, FCA, Renew Group
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.
Read the full bio here!
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.
Read the full bio here!
Greg Batton, EA
Greg Batton owns Batton Tax, a part of Padgett Business Services. Since 2002, he has been working with small business owners to help them with their taxes and as a financial coach. Greg is an Enrolled Agent, and combines his tax expertise, experience running a small business and financial expertise to help his clients achieve their goals.
Read the full bio here!
Greg Batton owns Batton Tax, a part of Padgett Business Services. Since 2002, he has been working with small business owners to help them with their taxes and as a financial coach. Greg is an Enrolled Agent, and combines his tax expertise, experience running a small business and financial expertise to help his clients achieve their goals.
Read the full bio here!
Continuing Education
This course does not qualfiy for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.