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Free cpe webinars
From Deadline Stress to Firm Freedom: A Roadmap to a Subscription Business Model

A ROADMAP TO A SUBSCRIPTION BUSINESS MODEL

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Shannon Vincent, Co-Founder of Renew Group, as he guides accounting firm owners through a transformative journey of retooling their practices from a traditional compliance model to annual recurring revenue, attracting better clients, providing advisory, and reducing deadline compression.

Discover proven strategies and practical insights to pivot your firm's approach and unlock new opportunities for sustainable growth. Gain inspiration from real-world success as Blake Meester, a firm owner, shares his own transformative story.

Learn how strategic changes enable your firm to:


  • Reduce hours

  • Drive profits

  • Attract team members by working less than 40 hours/week all year round


Learning Objectives:


  • Evaluate the methods of delivery of your services 

  • Determine appropriate technologies to support a shift in a practice model

  • Identify how to attract and retain top talent for your practice

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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 Sponsor

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.