Preparing a Tax Practice for Sale Over Three to Five Years
Build recurring revenue and owner independence over years to command top dollar when you sell.
Renata Osei-Mensah
Senior Contributing Editor
Renata Osei-Mensah
Renata spent fifteen years as a managing partner at a mid-size regional CPA firm before pivoting to consulting and writing full-time, advising solo practitioners and small firms on growth strategy and organizational design. Her work draws on firsthand experience navigating mergers, partner buyouts, and the operational friction that comes with scaling a tax practice.
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Hiring a First Employee for a Solo Tax Practice
Know the structural signs that signal it's time to hire.
Renata Osei-Mensah
Fixed-Fee Engagement Letters for Tax Compliance Work
How to write engagement letters that actually protect tax firms under fixed-fee pricing.
Renata Osei-Mensah
Productized Service Packages for Solo Tax Practitioners
Fixed pricing and clear scope eliminate the margin leaks that plague solo tax practices.
Renata Osei-Mensah