Improve the model. Build a firm that works.
Transformation is the foundation of the Renew Operating Model. It's where most firms start — and where the most important work happens. Get the fundamentals right: the right clients, the right prices, the right services, the right team.
"Do we have the right clients, at the right price, with the right people doing the right work?"
AHCR target — the Model Firm benchmark
Target: clients generating under $1,000
Target owner hours per week, year-round
Average price increase in Year 1
You've built something real. Now make it work the way it should.
Most firms are built around tax season, not around clients. The Deadline-Driven Firm is an operating model problem — not a scheduling one. Revenue grows as do costs. Profit doesn't. Hours stay high. The same problems repeat every tax season.
Transformation is for firm owners who are ready to change the model — not just manage it better.
Firm or partner revenue: $750K–$5MM
1–5 equity partners, team of 3–20
Profitable enough to invest in change
Coachable — prepared to test approaches that feel uncomfortable and take managed risks
Accountable — does what they say they'll do
Serious — not a tinkerer, not comfortable, ready to change
Transformation is not for
Those comfortable in the current model
Firms looking for a quick fix or a silver bullet
Those not prepared to be held accountable
Short-term thinkers who want results in 30 days
Make the Firm the #1 Client.
If you're being honest with yourself, are you Making the Firm the #1 Client? Are you taking care of your Target Clients — or does the Deadline-Driven model have you stuck, living in the gap of what needs to be done?
The analysis you can't unsee.
Every Transformation member starts with Pareto for Profit™. We identify exactly which clients are building your firm — and which are draining it. We've run this analysis across hundreds of firms over 25 years. We've never worked with one where it didn't identify significant, actionable opportunities. Not one.
"You cannot correctly price the wrong client."
Renew Maxim
Average price increase for firms in their first year with Renew
Average client attrition following that price increase
Year-on-year AHCR improvement across the Renew member base
The only accounting firm program built on a proprietary operating model.
Most programs give you content. The Renew Operating Model gives you a sequence — five defined stages every Transformation member works through in order. You always know where you are, what you're working on, and what comes next.
Position
Set the mindset and market position that every other stage depends on. Nothing else works until this is done.
Diagnose
Run your Pareto for Profit™. See exactly where your revenue comes from — and where you're losing it to the wrong clients.
Price
Rebuild your pricing model from the ground up. The deepest and highest-leverage stage in the program.
Select
Define your Ideal Client Profile and reshape your entire client base around it. No marketing without a defined ICP.
Deliver
Build the ICP recurring model and the firm operations to sustain it — fewer hours, more predictable profit.
Grow
Niche development, marketing for target clients, and intentional profitable growth.
The proven blueprint — what comes with every stage
Everything you do comes with the tools to execute it — not just the training to understand it. The path is already built.
A structured path. Not a starting point.
Transformation is not a program you browse. It's a sequence of work — with defined actions, tools, and conversations at every stage. No firm figures this out alone.
Foundation
Months 1–6
Pareto for Profit™ analysis
Current state assessment
Pricing floor established
Insanity Zone clients identified
Target client defined
Building
Months 6-12
Client rationalization underway
Price increases implemented
Service model refined
Scope creep eliminated
First measurable results
Established
Months 12-18
Right clients, right prices
AHCR moving toward target
Tax season measurably better
Team capacity improving
Model working consistently
Ready
Months 18-24
Transformation fundamentals solid
Strategic Growth assessment
Marketing system groundwork
Annual Pareto review
Path forward confirmed
Annual — Every Member
Pareto for Profit™ Review
Every member submits their Pareto data. We review exactly where the firm is against the Model Firm benchmarks — and what moves next.
Regular — Small Groups
Growth Clubs
Non-competing firms. Real numbers on the table. Transparent peer accountability — the kind that makes the yeahbuts evaporate.
Annual — In Person
Regroup
Every firm's numbers. A plan. People who will hold you to it. The most powerful event in the Renew calendar.
Everything you need. Nothing you don't.
The Renew Operating Model gives every Transformation member the same proven pathway — with the support structure to actually follow it.
Pareto for Profit™
Annual submission and analysis of your full client data. Identifies exactly which clients are building your firm and which are draining it. Your Pareto data feeds directly into the Renew Benchmark — so you see exactly where you stand against high-performing member firms. The starting point for every Transformation.
Growth Clubs
Frequent small-group sessions with non-competing firms at a similar stage. Real numbers on the table. Transparent peer accountability — the kind that makes the excuses evaporate. You can't hide.
Direct Coaching
Structured coaching with Shannon and Colin — not a junior coach reading from a script. Sessions are sequenced around your firm's fundamentals and built from your actual Pareto data. You get direct access to the people who built the Renew Operating Model, throughout your 24-month journey.
Live Calls
Two formats, every month. All Firms Calls bring every member together — Shannon and Colin facilitate, with a topic of the day, case studies, and live Q&A. Connect Live Calls are open group coaching — bring your current issues, and we'll work through them together.
Regroup (Optional)
Our in-person event — where every firm brings their numbers, builds a plan, and leaves with people who will hold them to it. The most concentrated accountability in the Renew calendar.
Connect Forum
The Renew member network — active, data-driven, and moderated by Shannon and Colin. Real questions get real answers from people who know your firm's context.
Questions we get asked. Straight answers.
Renew is not a course you watch alone or a conference call you join passively. Here's exactly how the program is structured.
Is this technology, group coaching, or one-on-one?
All three, in the right combination. The Renew Operating Model is structured training with clear deliverables you must submit at each stage — combined with Growth Club sessions and direct coaching access to Shannon and Colin. This is not a passive system you watch alone and then figure out yourself.
What does the first 8 weeks look like?
Your first 8 weeks are fast-tracked through four foundation sessions — the most important work in the program:
Make Your Firm Your #1 Client
Pareto for Profit™ — Identifying Quick Wins
Pricing Mastery — Minimum and Target Prices
Defining Your Model Firm — Goals and Metrics
Most firms block around 6 hours per week in this phase.
How do I access the Renew Operating Model?
Through modular training with deliverables you submit at each stage — which keeps you accountable at every step, not just when you feel like it. You also have access to the full Renew content vault throughout: templates, scripts, pricing letters, and the tools members have used to transform their firms.
How do I access the peer community?
Through Growth Clubs — frequent sessions with a small group of non-competing firms at a similar stage — and the Connect Forum for real-time answers and peer input between sessions. Shannon and Colin are personally accessible to all members. This is not a forum moderated by someone you've never met.
Real firms. Real results.
No silver bullets. No overnight transformations. This is what happens when firm owners commit to changing the model and stay with it. Members who have been with Renew for three or more years report 19% higher revenue per owner, 55% higher minimum fees, and 14% fewer hours worked.
Find out if Transformation is the right fit.
We've worked with accounting and CPA firms from $500K to $5M in revenue across North America for more than 25 years. The assessment takes 10 minutes — and we'll tell you honestly whether Transformation is the right fit for your firm right now.
No obligation. Straight answers.