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Renewgroup

Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
ReNew Your Firm: Less Noise, More Profits, & Better Clients

RENEW YOUR FIRM: LESS NOISE, MORE PROFITS, & BETTER CLIENTS

Available Date(s)
Wednesday, June 16, 2021: 3:00PM EDT
Tuesday, June 22, 2021: 2:00PM EDT
Tuesday, June 29, 2021: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar is for overworked, consistently behind, and underpaid partners in tax and accounting firms with revenues from $300K 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 clients, revenue, new service offerings, and new technologies are the answers to their profitability and quality of life. 
 
There is another way. 
 
We don't recommend that you invest in more technology to solve your problems; we don't tell you that you need to create content on every social media channel and suddenly you'll win more clients; we 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, free up their time and make a huge impact with their clients.  
 
The firms we work with dramatically reduce client volume, the incessant noise of running a firm, and increase profitability by following our proven 5 step method.  They get off the hamster wheel and only say YES to the right types of clients where they are the Trusted Advisor NOT just a service provider. 

Learning Objectives:


  • 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

  • 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%

  • 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%

  • Recognize why working longer hours for more and more clients is the road to marginal profitability and a diminished quality of life and how our clients work less and stop serving clients they don’t like while boosting the bottom line

  • Identify how our clients clearly define their target clients and obtain more of them

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Renewgroup

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.

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Colin Dunn, FCA

ReNew Group
Chief Innovation Officer
colin.dunn@renewgroup.com
+61 418 250115

Renewgroup

Colin Dunn is a Chartered Accountant with extensive experience in coaching accountants to develop and implement strategies to build better businesses and help their clients achieve their business and personal goals.

Having spent almost nine years in a fast-growing accounting firm in the UK, Colin has spent the past 25 years training, coaching, and consulting accounting firms worldwide.

Colin, along with his business partner in ReNew Group, Shannon Vincent, is passionate about helping accounting firms customize their firms' business models so that they have less noise, more profits, and better clients, meaning they ca,n spend more time with their families and pursuing hobbies and leisure interests.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Renewgroup

We help accounting firms increase profitability by at least 30% while reducing client numbers by at least 30%. Our clients enjoy less noise, more profits, and better clients.

We help the partners in those firms achieve more sanity and profits than they ever thought possible through mindset, a ReNew model firm platform, content, support, and community.