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STOP THE MADNESS! HOW NOT TO REPEAT LAST TAX SEASON

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 27, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
Course Description

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.

Learning Objectives

  • 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

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Testimonials
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William, NH

"Awesome Job!!! My hat is off to Shannon on presenting new insight into Practice Management. I am currently taking Bob Jennings Practice Management and between the two feel that our company is better prepared and better equipped this year to server more, higher paying clients and to be more profitable than ever before!!! Thank you Scott for making this CPE that I can be proud of accomplishing!!"
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Lesley, CO

"This was a fantastic and eye opening course, Shannon is very obviously passionate about this topic. I will use many of these tools in my sole proprietorship and will encourage the firm whom I consult for to also consider implementing some of these fantastic ways to run a firm more effectively."
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Lynn, FL

"GREAT webinar! Shannon shared a lot of useful information which was very timely for us. (Only that morning we had discussed tiered billing for our tax services.) While he did tell us about his company it was truly an informational focus rather than a marketing one."
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Donald, NJ

"I enjoyed the Webinar, I had two other CPA sit in the meeting with me and it drove home ideas and information that I have been complaining about our firm for a year now, as well as gave us a few ideas for next tax season."
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Michelle, KS

"I really enjoyed this webinar. The instructor was very informative and presented his ideas in an efficient and effective manner. Best webinar I have attending in my opinion."
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Penny, MO

"The presentation was extremely informative and provided helpful tips for better managing busy season. It definitely stimulated more progressive and timely thinking."
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Robert, FL

"Shannon provided solid perspective on what works and how to improve on what does not. His presentation was engaging, informative and has long-term value."
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Bonnie, HI

"Excellent class and discussion of issues that are applicable to sole-practitioner offices as well as offices with staffing of any size."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Renew Group’s mission is to transform accounting firms and the lives of their professionals. Through their Firm Transformation Framework, 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.