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Two CPA firm clients with equal revenue creating very different margin, review burden, strategic value, and capacity demands
03 Aug

CPA Firm Client Segmentation Strategy: Match Service, Talent, and Pricing to Client Value

Accounting Firm Growth / Firm Operations

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 3, 2026  |  42-minute read TL;DR — The Short Answer A CPA firm client segmentation strategy groups clients by the relationship model the firm can serve best—not merely by revenue—then matches each segment with the right

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High-revenue accounting client concealing review burden, manager interruptions, rework, collection effort, and low true margin
31 Jul

Client Profitability Analysis for Accounting Firms: Find the Clients Consuming Capacity Without Creating Margin

Accounting Workforce Development / Firm Operations

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 31, 2026  |  41-minute read TL;DR — The Short Answer Client profitability analysis for accounting firms should measure the client’s true economic contribution after delivery cost, review and manager burden, rework, client-caused friction, technology and outsourced

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