Content Provider
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Modern Firm Metrics: More Profit, Better Quality of Life, Attract Target Clients


This webinar is for partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

For decades, accountants have attempted to improve firm performance by asking their team members to become more productive and eliminate write-downs. Frankly, it’s a waste of time and inspires no one. In this session, learn how modern firms have reinvented the key metrics to measure so that they have the right people working on the right work, for the right clients.

Accounting firms have been tracking the same metrics for years: productivity, charge rates, and write-downs to name a few. The search for talent has never been more challenging. This is partly a function of focusing on the old ways of measuring performance and productivity. There is another way. ReNew has helped hundreds of accounting firms increase their number of target clients, focus on inspiring metrics, and work while making a significant impact on their clients. Join this hard-hitting and practical webinar and learn proven strategies for leading firms to track and target modern firm metrics.

This webinar is for partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M who know there is a better way and want to transform their firms by building a firm focused on target clients and commanding premium pricing. As a bonus, you’ll understand how a focus on the right measures can help you become a better business advisor. It is NOT for accountants in industry or other professionals who are not partners in tax or accounting firms. (We feel you should know that in advance so that you don’t waste your time.)

Learning Objectives:

  • Recognize why putting too much emphasis on hours drives down team morale and doesn’t create more value for clients

  • Determine modern firm metrics for tracking leverage and a modern firm business model

  • Recall how to define, identify, track, and upgrade the number of target clients in your firm

  • Evaluate your firm based on what we call Pareto for Profits

  • Identify how firms command premium pricing

  • Recall how one sole practitioner firm increased his firm's revenue by 91%

  • Give examples of how one firm changed its firm culture and retention by focusing on modern firm metrics

Not logged

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 businesses 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. He has developed impactful content, products, and systems for accountants, including co-founding ReNew Group with Colin Dunn and co-developing the industry-leading lead generation solution for accountants, TRUST. Shannon has recently acted as a Coach and Strategic Thought Partner to a range of accounting businesses in the United States, including consulting on growing their firms, succession plans, improving profits, and quality of life. Shannon received a Bachelor’s degree in Economics with an emphasis in accounting from the University of California, Santa Barbara, and now resides in the San Francisco Bay Area. He is relentless in the pursuit of maximizing the performance of every firm he consults with and coaches.


Colin Dunn, FCA

Renew Group
Chief Innovation Officer
61 418 250115


Colin Dunn is a Chartered Accountant with extensive experience in working with accountants to provide them with the tools they need to develop and implement strategies to build better firms.

After spending nearly 10 years in a business advisory capacity in a fast-growing UK firm, Colin has spent over 25 years creating content for accountants, coaching accountants, and providing communities to enable accountants to collaborate so that they do not have to reinvent the wheel. Colin has developed software, content, products, and systems to enable accountants to grow their firms, improve profitability, attract better clients, and reduce the insanity of tax season. He regularly speaks on these topics and passionately believes that accountants can transform their firms and their lives by providing truly valuable services for the right clients.

Colin, and his Renew Group Co-Founder, Shannon Vincent, love helping accountants design firms that work for them, so that they can spend more time with their families and pursuing hobbies and leisure interests.

About Our Presenter


Renew Group’s mission is to transform accounting firms and the lives of their professionals. Through their Firm Transformation Framework, Renew Group provides accountants with the education, tools, community, and coaching needed to create better business models. They are dedicated to revolutionizing the accounting industry, one firm at a time, by delivering tangible, life-changing results.