Are you working too many hours for too little money?

Have you struggled to create a sustainable and profitable business model?

Have you thought about working with a coach or consultant who can help your firm but not sure if it will work?  Or worse,  have you worked with coaches in the past who don’t understand CPAs or CPA firms?  Or a consultant who doesn’t appreciate your leadership style so you don’t achieve substantive real results.

Ready to breakthrough the barriers that have been limiting your satisfaction and your firm’s growth and profitability?

ReNew Group specializes in working with small to medium CPA firms who want to take action towards sustainable change and profitability. Our integrative framework combines strategic thought coaching & consulting, community support, and accountability.

Real strategyReal implementationReal results.

Join our network of CPA industry leaders in driving lasting growth and success with our membership program ReNew Group.

  • Empower you to achieve results
  • Pinpoint your areas of improvement
  • Refine your practice management and development skill set
  • Provide direction, clarity, accountability, follow-through
  • Strategic thought leadership
  • Achieve work-life balance freedom and flexibility in your daily life

Topics covered include:

  • Bench-marking and Profitability
  • Business Model and Strategy
  • Client Service
  • Engagement Letter
  • Engaging team members
  • Industry Best Practices (Guest Speaker)
  • IT Best Practices
  • Marketing and Sales
  • Member Spotlight
  • Pareto Analysis
  • Pricing
  • Shifting Mind Set
  • Summer Business Planning
  • Tax Season Prep
  • Time management
  • Work-Life Balance

ReNew Membership Plans




Monthly Online Group Sessions

Catalyze growth and maximize profits with our group coaching sessions designed to change your mindset and provide best practices and how to’s.


ReNew Community

Exchange ideas, network with, and develop lasting relationships with like-minded professionals.


Best Practices Resources

Obtain faster, better, results without having to reinvent the wheel with our one-stop shop resource center filled with impactful and proven strategies, templates, and articles.


ReNew Institute

Once a year, members gather for a unique 2.5 day strategy & planning workshop to take your firm to the next level. Gain perspective, develop new insights, and walk away with key action items to transform your practice.


ReNew Network

Get access to our Strategic Partners who are in alignment with your core values and can help you get to your next level more efficiently and effectively.


Reactive Support

Unlimited access to a ReNew Strategic Thought Partner to address any challenges that your firm is facing (phone and email). Receive fast, concierge level service. Peace of mind is priceless.


Monthly Proactive Support Call

Ready for accelerated results? Breakthrough with our unprecedented, customized one-on-one accountability coaching.


Face-to-face support:

Please contact for additional pricing

Get Started Get Started


To be eligible for the ReNew Group Membership, you must have completed the ReNew Performance Assessment.

With over 20 years’ experience working with thousands of firms to identify short and long term action plans to improve cash flow, profitability, and productivity, the ReNew Group has developed a unique and proven framework which includes the 7 key profit drivers derived from industry benchmarking data.

Our systematic approach gives you an intimate and 360 view of your firm, it’s leadership, and where the strategic and operational strengths and opportunities are.  The ReNew Firm Performance Review allows us to look under the hood at key numbers to determine where your strengths and weaknesses reside and where early gains can be made.

What you can expect:

As a part of the assessment, your firm will complete a comprehensive ReNew Profile covering the key functional areas of your firm including:

  • Why you do what you do?
  • Vision
  • Strategy
  • Marketing
  • Sales
  • Client Service
  • Pricing
  • Culture
  • Systems and Processes (Workflow)

Over the course of 4-6 weeks, we will partner with you to create an action plan and alignment around your firm’s priorities.  After the assessment, we will provide you with a written, high-level summary of our findings and recommendations.  We will also provide a detailed summary of your personality profile to support your development as a leader.

If you have questions about our Membership Program, e-mail Lucy Keoni, Market & Programs Manager at