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ReNew Your Accounting Firm: Less Burden in Tax Season, More Profits, and Better Clients

  • CPA (CA)
  • CMA
  • CPA (US)
  • CA-UK
Renew Your Accounting Firm

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

This CPE webinar is for overworked, underutilized and underpaid partners in tax and accounting firms with revenues from $100K 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 revenue, new service offerings, and new technologies are the answers to their profitability and quality of life. 

But

There is another way. 

We don’t recommend that you invest in more technology to solve your problems; We won't tell you that you need to create content on every social media channel and suddenly you'll win more clients; we will 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, reduce tax season insanity, free up their time and make a huge impact on their clients.  

The firms they work with dramatically increase their average revenue per client, attract and land target clients that happily pay 2K to 8 k per month, and increase profitability by following the proven 5 step method. The firm commands premium prices and only say YES to the right types of clients where they are the Trusted Advisor NOT just a service provider. 

Learning Objectives

  • To identify the step-by-step process our clients, use to command premium pricing and boost their average annual price so that their best clients aren’t paying to serve the squeaky wheels, even if they've been doing it this way for years.
  • To determine how one firm followed our recommendations to the letter and saw massive success: client numbers went down 51%; revenue went up by 41%; the average price per client shot up by 190%, and their call volume went down by at least 50%.
  • To review how one sole practitioner firm increased his firm's revenue by 91% and, at the same time, reduced his clients from 508 to 157 and his tax appointments by 60%.
  • To recognize why working longer hours for more and more clients is the road to marginal profitability, tax season madness, and a diminished quality of life.  Less how our clients work less and stop serving clients they don’t like while boosting the bottom line.
  • To identify how our clients clearly define their target clients and obtain more of them using our proven system Target the Targets.

Who Should Attend?

  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

4.5

(31)
55%
42%
3%
0%
0%

HN

myCPE is great

DM

none

BC

Great review of topic in a well paced