Accounting Firm Transformation

This Is for Serious Accounting Firm Partners Only

Colin Dunn
July 19, 2025
2
minute read

Who This Message Is For

If you’re just curious, keep reading. If you’re comfortable, come back when you’re not.

This is for serious firm owners.

The ones who’ve looked up from another week where you and your key people have worked more than you expected and thought, “This can’t be it. There has to be a better way.” No more fooling yourself that you think you can make the needed changes on your own.

The Real Problem: Business Model, Not Tools

The problem isn’t more tech or a better hire—it’s the business model. Serious firm owners are committed and accountable to improving their firm. No more tinkering. No more chaos.

What Serious Owners Do Differently

  • Make their firm the #1 client
  • Set minimum prices—and stick to them
  • Dictate client relationships instead of being all things to all people
  • Raise both the floor and the ceiling on pricing and value
  • Say “no” to the wrong clients

Real Results from Serious Commitment

Examples of transformation:

  • Katy: Reduced clients under $1,000 from 395 to 33 in 2 years, grew revenue 50% in a small town.
  • Mark: Eliminated low-value clients, increased higher-paying ones, improved cash position dramatically.
  • Scott: Over 8 years, grew revenue 83%, cut client base from 1,178 to 157, boosted average revenue per client to $19,617, and built real succession options.

“Tax season has been great this year. We lost 400-500 clients that we didn’t want and have picked up a couple hundred of new higher paying clients. Not working nights or weekends 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 on our credit line. Joining Renew was the best decision we ever made.”

Serious people take money off the table as they go.

They don’t wait around for the mythical “big exit.” They stop gambling on someone paying top dollar for a bloated, partner-dependent firm.

They build a model that makes money now. Then anything at the end is gravy.

Our client Scott is a serious person. At our annual conference 8 years ago, he made a commitment to develop a firm succession plan that explores opportunities for growth – merger, acquisition etc. (We capture EVERY commitment so we can hold you accountable).

Fast forward 8 years, and Scott’s revenue is up 83%. Client numbers are down from 1,178 to 157. Average revenue per client group has increased from $1,431 to $19,617. Now, Scott has options for his transition plan.

Building a Firm That Enables Your Life

Serious owners don’t try to balance life and firm—they design firms that enable their lives.

Take Seth, who leveraged people, pricing, and tech to step away for 7–8 weeks every year while his firm runs smoothly.

Is Renew Right for You?

Renew isn’t for everyone. But if you’re serious—about your time, your team, your clients, and your future—we should talk.

Let’s build something that truly serves you. If you’re not serious, it’s fine to keep scrolling. If you are Schedule a call and we’ll dig in, align on your priorities and show you how we can work together to help you take serious action.

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