Five Simple Shifts for a Better Firm and Business Model. - Sponsored by Renew Group
Course Description
This
webinar is designed for EAs who want to work less and advance their firm
forward. Discover how to advance your business model so that you work less
hours, attract and retain team members and increase your profits. We call this approach
The 40 Hour Firm (C). If you want to
stop the insanity of tax season, this webinar walks you through our proven
framework.
Learning Objectives
- How our Pareto for ProfitTM analysis will help you solve your time, capacity, profitability, and sanity issues.
- How our model firm and modern firm benchmarking will advance your firm with data driven decisions.
- How to dictate terms of the client relationship so you can create value for the right clients.
- How to position your firm to command premium pricing.
- A real life case study and discussion with Dina Long an Enrolled Agent who has advanced her firm by increasing pricing, getting focused on the right clients and saying no when appropriate.
Hosted by Renew Group Co-Founders, Shannon Vincent and Colin Dunn, Renew is a community specifically designed for accounting firm owners that want to elevate their businesses. Curated by industry veterans, Renew provides a collaborative space for firm leaders to share insights, collaborate, and advance their firms. Our mission is to help you work less, profit more, and develop a better business model through structured pathways tailored to your firm's growth and success.
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, Co-Founder of 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!
Continuing Education
This course does not qualify 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.