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

Jun 19
Webinar
CPA Leadership Institute Webinar: The 40 Hour Firm. How to escape the grind, work less, attract team members, profit more and develop a better business model
Jun 19, 2024 1:00 PM
Register Now
Sold Out
Coming Soon
Jun 23
In-Person
Padgett Services Summer Meeting - Shannon Vincent and Colin Dunn Speaking
Jun 23, 2024 9:00 AM
Register Now
Sold Out
Coming Soon
Aug 6
In-Person
ReGroup 2024 - Members Only
Aug 6, 2024 1:00 PM
Register Now
Sold Out
Coming Soon
Oct 8
In-Person
Botkeeper CONFERENCE Shannon Vincent speaking at AI Unchained
Oct 8, 2024 6:00 PM
Register Now
Sold Out
Coming Soon
Oct 31
NAEA Annual Conference
Oct 31, 2024 9:00 AM
Register Now
Sold Out
Coming Soon
Nov 1
CalCPA Society Meeting - Shannon Vincent Speaking
Nov 1, 2024 9:00 AM
Register Now
Sold Out
Coming Soon
Nov 12
Canopy Webinar
Nov 12, 2024 1:00 PM
Register Now
Sold Out
Coming Soon