How to create a accounting firm with less tax season, more profits and better clients.
How focusing on target clients will accelerate your ability to create more value for the right stakeholders including yourself.
Why most accountants work for too little - and what causes the madness of tax season.
Why time does not equal value, and revenue does not equal profit. Discover how accountants are obtaining premium prices from target clients.
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 Renew firms start here regardless of revenue. Transformation is a structured, supported 24-month journey — not an overnight disruption.
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 without a structured marketing journey, and multiple false starts. No real path forward.
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 will be 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.