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

Jul 18
Webinar
Unlocking Success: the Benefits of Being a Renew Group Member
Jul 18, 2024 2:00 PM
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Jul 23
Webinar
Padgett Services Summer Meeting - Shannon Vincent - The 40 Hour Firm: Driving Profits Up and Hours Down Through Client Analysis
Jul 23, 2024 9:00 AM
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Jul 25
Webinar
Padgett Services Summer Meeting - Colin Dunn - Mastering Upsell: Transforming Tax-Only Clients into Monthly Recurring Revenue (MRR)
Jul 25, 2024 9:00 AM
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Aug 6
In-Person
ReGroup 2024 - Members Only
Aug 6, 2024 1:00 PM
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Oct 8
In-Person
Botkeeper CONFERENCE Shannon Vincent speaking at AI Unchained
Oct 8, 2024 6:00 PM
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Oct 31
NAEA Annual Conference
Oct 31, 2024 9:00 AM
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Nov 1
CalCPA Society Meeting - Shannon Vincent Speaking
Nov 1, 2024 9:00 AM
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Nov 12
Canopy Webinar
Nov 12, 2024 1:00 PM
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