Scott Hunt: Transformation with Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Perry Ghilarducci: Transformation with Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Jennifer Suguitan: Transformation with Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Blake Meester: Transformation with Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Ryan Cook: The Value of Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Renew Members talking about transforming tax season

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Renew Members explaining how they got their time back

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Corey Pottebaum: What Tax Season Looks Like After Renew

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Corey Pottebaum: Redefining a Successful Tax Season

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Corey Pottebaum: When is the right time to change?

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Katy: The Impact of Pareto, Happy and Healthy team

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Katy: Pareto in Action

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Katy: The Importance of One Business Model

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Bobby: The Power of Letting Go and Empowering Your Team

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.

Bobby: Intentional Pricing of Advisory

Bobby  doesn’t give away advice anymore—he charges for it. His team runs every client and prospect through a structured pricing process, always including advisory as a clear line item. It’s intentional, it raises prices, and most importantly, it creates accountability. When you’re being paid for strategic advice, you actually deliver it. No more reactive, free-for-all support—this is how you build a premium, high-impact firm.

Bobby Medlin runs a $1.9M firm in California, MO—and every year since joining Renew, revenues have gone up while hours have gone down. This tax season was the best yet, thanks to one key shift: Bobby and his team leaned into their strengths. By letting the right people lead in the right roles they made the work more effective and more enjoyable. When you stop trying to do it all and start building a team around your strengths, everything changes.

When Katy  joined Renew two and a half years ago, her firm was buried under 395 clients paying under $1,000. Her inbox was overflowing, and exhaustion was the norm. Today? Just 33 clients under $1K remain. With a laser focus on one business model and a team that values health and balance, Katy has radically transformed her firm—and wouldn’t go back for anything.

Katy LaBarbera runs a $1.8M firm in Washington, NC—and this year, her team wrapped tax season a week and a half early. No burnout. No badge-of-honor hours. Just a happy, healthy team doing high-quality work and walking to the river between returns. Katy’s clear: it’s not about time in the chair—it’s about outcomes. When you shift your metrics from volume to wellbeing, everything changes.

Corey Pottebaum has been with Renew for three years—and his definition of success has completely flipped. It’s no longer “how many tax returns can we crank out?” It’s “how few can we do while making the same or more revenue.” Corey’s built a firm that’s not just more profitable, but also more attractive to top talent—people leaving burnout behind to join a team with purpose, balance, and a clear path forward. When your staff starts texting friends at old firms to say “you wouldn’t believe how good we’ve got it”—you know you’re onto something.

Ryan Cook shares how working with Renew Group not only transformed his firm’s model but also created the capacity to expand into wealth management—something they truly enjoy. Even after years in the program, he continues to gain value from the fresh ideas and real-world experience brought by the community. With Colin’s pragmatic lens and Shannon’s focus on mindset, the guidance is sharp, relevant, and game-changing. Watch the video to hear it straight from Ryan.

Blake took over his firm in Chico, CA, from his father. When we started working with him in 2016, it was a typical, all-things-to-all people firm. He told us he couldn't keep up with the work, had trouble with retention and no business model. He now has around 200 billable hours a year and has grown the firm to $2M. In addition to the revenue and profit growth, we have helped him implement a subscription model and navigate two mergers.

Perry has worked with Renew since 2016. When we started, his Sacremento, CA-based firm had revenue of $800K from 508 clients. We have helped Perry bring on a new partner and guided him through an upstream merger. Revenue in his office has grown to $3M. Average client revenue is now in excess of $30K.  

Jennifer ran a small firm in Plano, TX. She started working with Renew in 2012 with over 400 clients. Things were out of control. We helped her rightsize her firm so that she could get her time back. We then helped her to merge her firm with another Renew member.

From 1,000 tax returns to 170—and no more 100-hour weeks.  Renew members share how they completely reshaped their firms, slashing client numbers, boosting profit, and reclaiming their lives. Under 40-hour workweeks (yes, even during tax season) are now the norm. This isn’t a quick fix—it’s a proven process that gets better the longer you’re in it.

Corey Pottebaum joined Renew in 2022. His firm, in Sioux Center, IA, had every tax return done by April 1 this year. No weekends. No extensions. No 2:00 a.m. nights. His team now powers through tax season efficiently and enjoys a 32-hour workweek the rest of the year. It’s not about working harder—it’s about working smarter, with the right model and mindset.

Corey Pottebaum knew his firm had a problem—he just waited five years to do something about it. After joining Renew in 2022, he finally ripped the bandaid off. Fired 200 clients. Then fired 200 more. The result? Real change, real fast. His advice: stop saying “next year.” Incremental doesn’t cut it when you’re drowning in the wrong clients. Be bold, be scared—and do it anyway. The sooner you act, the sooner you get your life back.

“I got rid of 100 clients, raised prices—and worked less while making more.” This is what transformation looks like when you stop playing small. In this video, Renew members share how the power of collaboration, accountability, and bold action helped reshape their firms. Less stress. More profit. Under 40-hour weeks, even during tax season. If you’re drowning in low-value clients and afraid to make a change, watch this—you’ll see what’s possible when you stop settling and start leading.

At her $1.8M firm in Washington, NC, Katy LaBarbera runs everything through one simple filter: one business model. If a client refuses to use the portal? They’re flagged. Too many exceptions? They’re out. Her team literally holds up one finger to remind each other what matters: consistency, efficiency, and working with clients who play by the rules. It’s systemised, it’s tracked, and it makes decision-making dead simple. All this in a little over two years with Renew.

Scott is Managing Partner of a $3M firm in Eureka, CA. Changing up his practice to being a business, Scott has worked with Renew Group since 2010 to align his people and focus on specific goals. We have helped Scott navigate partner retirements and exits, and new partner admissions.