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Five Simple Shifts for a Better Firm and Business Model - Sponsored by Renew Group

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Description

Five Simple Shifts for a Better Firm and Business Model. - Sponsored by Renew Group
IRS Program #:
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CE: none
Speakers: Shannon Vincent & Colin Dunn

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:

  • 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.

Contributors

  • 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.

    Since 2001, Shannon has consulted with Top 100 firms to Sole Practitioners, helping them create sustainable and profitable businesses.

    He empowers accountants to transform their firms and lives through the systems, software, and content he creates. This transformation enables accountants to streamline their operations, improve profitability, draw in the right clients, and remove the chaos of tax season. Shannon is an avid speaker on these subjects and is relentless in the pursuit of helping accounting firms have a better business model and a better life.

    Shannon is a Co-Founder and CEO of Renew Group, whose mission is to transform accounting firms and the lives of their professionals. Through their Firm Transformation FrameworkTM,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.

    Shannon earned 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 with his wife Jackie.

  • 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.

    Colin has developed software, content, products, and systems to enable accountants to grow their firms, improve profitability, attract better clients, and reduce the insanity of tax season. He regularly speaks on these topics and passionately believes that accountants can transform their firms and their lives by providing truly valuable services for the right clients.

    Colin is a Co-Founder of Renew Group. Renew Group’s mission is to transform accounting firms and the lives of their professionals. Through their Firm Transformation FrameworkTM ,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.

    Colin loves helping accountants design firms that work for them, so that they can spend more time with their families and pursuing hobbies and leisure interests.

May 1, 2024
Wed 4:00 PM EDT

Duration 1H 0M

This live web event has ended.