Most accounting firm partners don’t need to be told they’re working themselves and their team too hard.
They know the pressure points—the deadline chaos, the difficulty of attracting and retaining staff, the unpredictable cash flow. What they often don’t know is which clients are driving the problem, and which ones are holding the key to a better way.
That’s why Renew firms are participating in our 2025 Pareto for Profit™ Benchmark Study, just as they do every year. They view the exercise as their annual weigh-in. And what we’re uncovering is changing the game.
Why It Matters
As your firm grows, things become more complex. Team structure, pricing, service scope, and client mix all become harder to manage. You’re flying blind unless you’ve got the data to make confident decisions.
The Pareto for Profit™ Study shines a light on where your firm is spending too much time, for not enough profit. It shines a light on why an accounting firm can quickly become a recipe for insanity if you’re not across the numbers. It’s not a spreadsheet exercise—it’s a strategic tool used by firm owners who are serious about building a business that works for them, rather than the other way around.
Four Zones That Reveal Everything
We break your client base into four zones:
Once you know which clients are in which zone, the next steps become obvious. Raise prices. Prune. Rescope. Upgrade. Transform.
Expanded for Firms Planning to Scale or Transition
This year’s study includes new metrics aimed at firms thinking beyond the next deadline—those eyeing scale or planning a future transition. We’ve added analysis on:
As Perry Ghilarducci, one of our members, said after completing the analysis:
“Pareto for Profit™ was a game changer. We had a hunch where the time was going but the Pareto was the shot in the arm, we needed to rip the band aid off and change our model. My only regret is I wish we would have done it sooner.”
This Isn’t Theory—It’s Happening
Each month inside our All Firms Calls, we showcase real success stories from within the Renew community. This month, two firms shared how they transformed tax season by using their Pareto insights to take bold action:
These aren’t outliers. They’re firms who got clear on their data and took action.
Accountability. Not in Isolation.
Renew firms don’t do this alone. We benchmark firms against each other, and share practical, real-world ideas from those who are already making the shift.
This is about what is working now, in firms that have successfully right-sized their client base and team, defined their target client, transformed their pricing, and shifted toward recurring revenue.
Want In?
If you’re the kind of firm owner who knows the traditional model isn’t going to cut it long-term—and you’re ready to NOT repeat tax season—we’d love to talk.
At Renew, we don’t just coach. We transform firms.
Starting with the numbers (we’re accountants, like you). And ending with a business that works.
Or learn more about the program here: Business Model Transformation Process Brochure
