What you’ll learn with us

Renew your CPA Firm

How to create a firm with less tax season, more profits and better clients.

Target the Targets™

How focusing on target clients will accelerate your ability to create more value for the right stakeholders including yourself.

Pareto for Profit™

Why most accountants work for too little - and what causes the madness of tax season.

Command Premium Prices

Why time does not equal value, and revenue does not equal profit. Discover how to obtain premium prices from target clients.

Upcoming Events

Oct 8
In-Person
AI Unchained (by Botkeeper): Shannon Vincent speaking
October 8, 2024
3-day in-person event in Santa Rosa, California. Oct 8-10
Register Now
Sold Out
Members Only
Coming Soon
Oct 29
Webinar
CPA Leadership Webinar
October 29, 2024
10am Pacific (TBC)
Register Now
Sold Out
Members Only
Coming Soon
Oct 30
Webinar
Webinar in collaboration with Avantax
October 30, 2024
10am Pacific
Register Now
Sold Out
Members Only
Coming Soon
Nov 1
Webinar
CalCPA East Bay MAP Meeting - Shannon Vincent Speaking
November 1, 2024
8:30am Pacific
Register Now
Sold Out
Members Only
Coming Soon
Nov 8
Webinar
NAEA Webinar - Value Pricing
November 8, 2024
12pm Pacific
Register Now
Sold Out
Members Only
Coming Soon
Nov 12
Webinar
Webinar supported by Canopy
November 12, 2024
Register Now
Sold Out
Members Only
Coming Soon
Aug 5
In-Person
Regroup 2025: Annual Renew Member Conference
August 5, 2025
3-day in-person event. August 5-7, 2025. Venue coming soon.
Register Now
Sold Out
Members Only
Coming Soon