Our Mission: Driving Profitable Growth 

We help accounting firms increase profitability by at least 30% while reducing client numbers by at least 30% so that they can have more freedom.

Shannon Vincent

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 business 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. 

A member of the California Society of CPAs, he also received a Bachelor’s Degree in Economics with an emphasis in accounting from University of California, Santa Barbara, and now resides in the San Francisco Bay Area.  He is relentless in the pursuit of helping accounting firms increase their profitability by at least 30%, while reducing their client load by at least 30%, so that they have the freedom to enjoy their lives.

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Colin Dunn 

Colin Dunn is a Chartered Accountant with extensive experience in coaching accountants to develop and implement strategies to build better businesses and help their clients achieve their business and personal goals.

Having spent almost 10 years in a business advisory capacity in a fast-growing UK firm, Colin has spent the past 25 years training, coaching and consulting to accounting firms globally.

Colin has developed software, content, products and systems to enable accountants to grow their businesses, improve profitability and better manage cash flow. He regularly speaks on these topics and passionately believes that accountants can play a major role in kick-starting the economy by providing truly valuable services that their clients both need and want.

Colin is passionate about helping accountants design firms that work for them, so that they can spend more time with their families and pursuing hobbies and leisure interests.

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Wendy Gleeson 

Wendy is an accounting sector marketing specialist and Certified Practicing Marketer (Fellow AMI CPM). She has worked in a range of professional firms, from Big 4 to smaller practices across the APAC region and in the British Isles, as an inhouse marketing resource and now as a marketing specialist to accountants, auditors and financial planners in public practice.

She is passionate about helping accountants succeed in marketing their brand, reaching their target audience and growing their business. Most recently she undertook further study to delve into the effects of COVID-19 on small and medium business resilience and how the accounting profession could aid in that recovery.

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Roy Keely 

A proven leader of people, product and the P&L, Roy specializes in working across teams to build a cohesive strategy that rallies both people and profit for a sustainable future. Roy also dislikes bios vehemently so we shall stop here. 

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