The Renew Operating Model

Build a more valuable accounting firm.

The Renew Operating Model is a structured, step-by-step system built from over 25 years of real firm data. The right clients. The right prices. The right team. A firm that generates real profit — and is worth something when the time comes to sell or transition.

A better firm operating model. Better outcomes.

22%

Average price increase in Year 1 — with only 4% client attrition

$250+

Model Firm target AHCR — (Average Hourly Charge Rate) today.

25+

Years of real firm data powering the Pareto for Profit™ analysis

AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
AHCR target
Fewer partner hours (tax season)
Higher minimum client fees
for 3+ year members
Average revenue growth
across members in 2025
Higher revenue per partner
for 3+ year members
What the best accounting firms do differently

Growing revenue
is not the same as
building a better firm.

Most accounting firms are built to grow revenue — not to build better operating models. As they scale, complexity increases, pricing lags behind cost increases, and owners and partners work more to maintain the same level of profitability.

The result: a firm that is growing, but not more profitable or increasing in value. They add more cost — usually labor — to serve clients they should not have, and trade dollars rather than build equity.

"You cannot correctly price the wrong client."

— Renew Maxim

The Renew Operating Model is built on different principles: fewer clients, higher prices, the right services, leverage. A firm that generates real profit — and is worth something when the time comes.

Average Hourly Charge Rate of $250+ — not the profession average of $152

100% ICP (Ideal Client Profile) — every client in the portfolio is a target client

Owners / partners and team members working under 40 hours per week

Profit per equity owner before comp: $500K+ — the benchmark for a firm that works

A firm that runs with leverage — and is worth selling when the time comes

The Renew Hierarchy of Firm Development

Three stages. One clear path.

The Renew Hierarchy is built from over decades of real firm data. It gives every firm a clear read on where they are, what they need to do next, and what success looks like at each stage. Every priority is tied to a metric. Nothing is left vague.

Stage 1 — Where most firms start
01
Transformation

Do we have the right clients, at the right price, with the right people, doing the right work?

The fundamentals: pricing, client rationalization, target client definition, service mix. This is the foundation everything else is built on. Most firms start here regardless of revenue. Transformation is a structured, supported 24-month journey — not an overnight disruption.

AHCR: member avg $152 → target $250+
Clients below $1K: avg 27% → target 0%
Partner hours (tax season): avg 57hrs → target <40 year-round
Revenue per client: avg $6,175 → target $12K–$25K
Stage 2 — Once fundamentals are in place
02
Strategic Growth

Are we building a firm that grows without proportionally growing our costs and hours?

The fundamentals are in place. Now build a marketing system that brings in the right clients consistently — and structure the firm to serve them with leverage. Most firms arrive here with no defined ICP, no structured marketing journey, and multiple false starts with marketing.

ICP definition: most firms have never formally done it
Revenue per professional: avg $233K → target $250K+
ICP revenue as % of total: avg 49% → target 100%
Target client pipeline: irregular → systematic
Stage 3 — Every firm will get here
03
Transition

Does the firm run with leverage? Can senior partners be replaced? What is the value of the firm? Have you valued your firm considering EBITDA?

Every firm will transition. The question is whether you're ready when it does. This stage isn't reserved for those near retirement — it's for any firm owner exploring acquisition, merger, partner restructuring, or succession at any career stage.

Profit before partner comp: avg ~40% → target >40%
Senior team tenure (5+ years): avg 39% → target 75%+
Partner billable hours/year: target <1,000
Profit per partner before comp: target $500K+
The Renew Operating Model

A structured proven pathway. Not a resource to browse.

The Renew Operating Model is not a library. It's a structured pathway — every stage has a defined sequence of actions, tools, and conversations. At every decision point, there's a proven process ready to follow. No firm starts from scratch.

Tier 1

Transformation

Tier 2

Strategic Growth

Tier 3

Transition

Pareto for Profit™

Every member submits their Pareto data annually. We identify which clients are creating value — and which are creating the insanity. The analysis you can't unsee.

Peer Execution Groups

Small groups of non-competing firms that meet regularly. Real numbers. Real challenges. Real accountability. No posturing. Every firm at the table shares what's actually happening with practical insights.

Direct Coaching

Coaching calls with Shannon or Colin — not someone reading from a script. Working calls. Structured, with clarity on actions and metrics. Direct access to the people running the program.

The Benchmark Assessment

Built from real Pareto data submitted by member firms — not surveys. 50+ real peers. You see exactly where you stand and what the highest-performing firms actually look like.

Regroup — Annual Gathering

Three days. Every firm's numbers on the table. You come prepared. You leave with a plan. And someone at your table will hold you to it. Denver, Colorado — August 2026.

AI-Assisted Execution

At key stages, AI tools help member firms work faster, price smarter, and build marketing engines that would have taken years to build manually. A tool, not a strategy.

The Model Firm

Real targets. Real firms. Real data.

Every target is drawn from the actual performance of high-performing Renew member firms. These are not aspirations. They are proof points — validated against the Rosenberg MAP Survey, the most widely referenced benchmarking study for US CPA firms.

$250+
Average Hourly Charge Rate

Member avg today: $152.
Top firms: $238+.

$250K+
Revenue per professional

Member avg today: $233K

<40hrs
Partner hours per week — year-round

Member avg (tax season): 57 hrs/wk

$500K+
Profit per partner before comp

Member avg: $326K. Best result: $819K.

Member Average (2025)
Model Firm Target
Average Hourly Charge Rate
$152
$250+
Average revenue per client
$6,175
$12K - $25K
Clients below $1,000
27%
0%
ICP / recurring revenue
49%
100%
Revenue per professional
$233K
$250K+
Profit per partner before comp
$326
$500K+
Member Average (2025)
Model Firm Target
Average Hourly Charge Rate
Member average (2025)
$152
Model Firm Target:
$250+
Average revenue per client
Member Average (2025):
$6,175
Model Firm Target:
$12K - $25K
Clients below $1,000
Member Average (2025):
27%
Model Firm Target:
0%
ICP / recurring revenue
Member Average (2025):
49%
Model Firm Target:
100%
Revenue per professional
Member Average (2025):
$233K
Model Firm Target:
$250K+
Profit per partner before comp
Member Average (2025):
$326
Model Firm Target:
$500K+
+14%

Average price increase across members in 2025

+11%

AHCR improvement 2024 → 2025

+12%

Revenue growth across members in 2025

5%

Client attrition despite 14% price increases

"Renew shall not trade in fluff."

Renew Core Value — Everything else is built on this

Real Results

What the program looks like when someone does the work.

No silver bullets. No overnight transformations. This is what happens when accounting firm owners commit to changing the model — and stay with it.

"

Tax season has been great this year. We moved on from 400–500 clients we didn't want and have picked up a couple hundred new higher-paying clients. Not working nights this year. Best tax season in years. Last year on March 31st we had $300K in the bank and owed $250K on our credit line. This year we had $650K in the bank and owed nothing. Joining Renew was the best decision we ever made.
— Renew Member, after their first tax season in the program

"

Within 6 weeks we completely remodelled our pricing approach. We eliminated scope creep AND increased prices by at least 30%.
— Renew Member, California

"

I'm going home every night about 5:30 or 6:00. Looking forward to coming in the next day. Such a tremendous change from yesteryear when it was 1:00am.
— Renew Member, Missouri

Case Studies

Firm A — Arizona · 6 Years
+142%
Revenue growth over 6 years
−63%
Client count — from 1,017 to 375

$980K revenue → $2.37MM. Net income up 149%. ICP/recurring revenue: $1.73MM (was $0). Revenue per professional: $382K. There were no silver bullets. It took six years.

Firm B — California · 15 Years
1,271%
Increase in avg revenue per client
$1.2MM
Profit in final year (was $528K)

2010: $1.69MM / 1,178 clients / AHCR $100. 2025: $3.08MM / 157 clients / AHCR $238. Clients below $1K: from 928 to 10 — a 99% reduction. Acquired by a platform group in 2025. Every major decision: made in collaboration with Renew.

Firm C — New York · 3 Years
+79%
Profit increase
+56%
Revenue increase

"We never agree to reduce the quoted price. Anyone who negotiates should not be a client of the firm. We price to win — not to win the work."

The compounding effect

The longer you're in, the better your firm gets.

Members in the program 3 or more years consistently outperform newer members across every key metric. The data says so.

19%

Higher revenue per partner for 3+ year members vs. newer members

55%

Higher minimum individual client prices for 3+ year members

14%

Fewer partner hours during tax season for 3+ year members

Source: 2025 Renew Bite-Size Benchmark Assessment — built from actual Pareto data submitted by member firms.

Where Renew stands

We say the things other people won't.

The accounting profession is full of vague coaching language and gentle advice. Renew's voice is the opposite. Here's what we actually believe.

Hourly billing is dead. If you're running your firm on time-and-rate, you're running the wrong model.

If your AHCR is below $250, you're leaving significant money on the table. This is fixable.

You cannot correctly price the wrong client. Pricing and client rationalization must be done together.

The Insanity Zone is not a tax season problem. It's a firm model problem. Our Pareto for Profit Analysis holds the key.

You cannot grow revenue as a way out of a broken model. Fix Transformation before Strategic Growth.

A program is not a community. Accountability is Adult.

Making the Firm the #1 Client is not selfish. It's what a healthy firm does to create value for the key stakeholders.

Most accountants are pricing apologists. The first sale is to yourself.

Find out where your firm stands.

The Renew assessment is not a survey. It's a diagnostic — built around the six pillars that separate firms that transform from firms that stay stuck. You'll get a clear read on where you are in the Renew Hierarchy, what's holding you back, and whether the program is the right fit.

See If You Qualify

Takes about 10 minutes.
No obligation. Straight answers.

About Renew

Not theorists. Accountants.

Shannon and Colin left the profession themselves. They know what it costs — personally and professionally — to stay in the wrong model. 60+ combined years coaching accountants from the inside.

Shannon has spent decades working alongside accounting firm owners, helping them move away from the volume-based model that's burning them out. His approach is direct, data-driven, and grounded in what actually works — not what sounds good.
Shannon Vincent
Co-Founder & Principal
Colin brings a systems-first perspective to firm transformation. He's built the frameworks, developed the data infrastructure, and coaches members through the decisions most firm owners make alone — pricing, team structure, succession, acquisitions.
Colin Dunn
Co-Founder & Principal
"Involve us before you make any significant operational or strategic decision." This is a standing offer to every Renew member. When you're considering buying a firm, bringing in a partner, or raising prices by 30% — call Shannon or Colin first.
Renew Critical Success Factor