Webinars  /  Unlocking sustainable growth: Making the shift...
Tyler S. Clark
Tyler S. Clark
Co-founder | DreamFirms
Chris Williams
Chris Williams
System Six
Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
ON-DEMAND WEBINAR 75 mins 17 May 2023
To this day, many accounting firms rely on a traditional billing model. However, as the industry evolves and clients demand more predictable pricing and ongoing support, more and more accounting firms are moving towards a recurring revenue model. In this webinar, we will explore the benefits of transitioning to a recurring revenue model for accounting firms, including improved cash flow, increased client retention, and more predictable revenue streams. We will also discuss the challenges associated with this transition, such as changes in billing processes, communication with clients, and service offerings. Our expert panel of accounting professionals and industry thought leaders will provide practical tips and strategies for accounting firms looking to make the switch to a recurring revenue model.

Speaker

Hosts

Chris is fortunate to work with and serve a fantastic team at System Six as Owner & CEO. Prior to System Six, Chris worked in fast-growing medium enterprises, private equity and investment banking. Chris holds a BA from Brown University and an MBA from Stanford University. Chris lives the Bay Area, CA, and loves spending weekends running, working on his golf game, and trying to keep up with his better half!


Jeremy Wells

COO and Head of Tax  Steadfast Bookkeeping

Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and thought-provoking content at JWellsTax. Contact Jeremy at jeremy@steadfastbookkeeping.com and follow him on X/Twitter @jwellstax.

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