Join the CalCPA Management of an Accounting Practice (MAP) committee in this presentation by Shannon Vincent of Renew Group.

Most accounting firms are trapped in an outdated, reactive model defined by long hours, high stress, staffing struggles. This webinar will outline how firms can transition to a subscription-based model that reduces hours, improves leverage, and transforms both firm performance and client relationships. Participants will discover simple, proven steps to redesign their model with managed risk and long-term sustainability. The webinar will include an interview with CalCPA member Perry Ghilarducci who transformed his business model.

1.

• Long hours and high stress
• Staffing issues and turnover
• Pricing and profitability challenges
• Poor client relationships caused by outdate models

2.

• Learn the proven 40-Hour Firm approach
• Gain tools to transition clients to a subscription based model
• Understand pricing and staffing benchmarks for a sustainable firm
• Build confidence to redefine client relationships and service mix

3.

• Yes. Renew’s subscription business model support services will be referenced as a resource.

This course will NOT award CPE. If you'd like to register for the version that awards CPE (as earned), please select this course: MAP Monday: Subscription Business Model for Accounting Firms 2025