Content Provider

Free cpe webinars
Target the Targets: 5 Strategies Used by Leading Small Firms


Available Date(s)
Tuesday, October 19, 2021: 12:00PM EDT
Tuesday, October 26, 2021: 3:00PM EDT
Tuesday, November 02, 2021: 1:00PM EDT
Tuesday, November 09, 2021: 1:00PM EST
Tuesday, November 16, 2021: 4:00PM EST
Monday, November 22, 2021: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar is for under-utilized partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M who want to attract more target clients and upgrade their client bases.

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. This is partly a function of not having enough of the right clients.

There is another way.

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.

ReNew has helped hundreds of accounting firms increase their number of target clients and make a huge impact with their clients.

Join this hard-hitting and practical webinar and learn proven strategies on how to attract and retain target clients.

Learning Objectives:

  • Identify how the most profitable small firms define their target clients and the proven process to attract and land them

  • Recognize the 5 marketing keys that leading small firms use to obtain more target clients

  • Discover the ReNew proven practical process, Lead to Lifetime Client™ to bring in target clients that will happily pay you 2K to 8K per month

  • Identify how small firms double their profits by focusing on target clients (AND work less as they do that!)

  • Demonstrate how to command premium prices from target clients


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.

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.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter


For 25 years, highly profitable small accounting firms have used our proven Lead to Lifetime Target Client Methodology to attract, land and expand their client base with target clients that happily pay $2-8K per month.
Our clients enjoy less tax season, more profits and better clients.