In this month’s ‘On The Edge’ interview, Botkeeper VP of Growth & Strategic Relationships Deneen Dias spoke with ReNew Group co-founder Shannon Vincent about ways in which firms can change their mindset, focus on profitability and target the right clients.
In its first face-to-face event since 2019, ReNew has brought together members of the A Better Way program for two days of personal and business development at the prestigious Berkeley City Club in sunny California.
We want to let go of stand-alone 1040’s yet we can’t count on enough target client opportunities. One strategy is to expand your luck surface area.
If you never want another tax season like 2021, now's the time to make some decisions and transform your firm for good.
Let’s not be fearful about the future. Focus on success (ReNew mindset principle) but then visualize what might happen if you don’t continue to execute your plans. What’s the likely outcome?
It’s one thing to understand your firm’s Pareto, but it’s another to execute on what you discover. We clarify some terminology as you think about how to stop the madness. Make next tax season very different from what has happened in the past.