The FirmLever Weekly Roundup: Issue #53

The "Talent Crunch" Edition

The FirmLever Weekly Roundup: Issue #52

The One-Year Anniversary Edition

The FirmLever Weekly Roundup: Issue #51

The "Is My Firm Viable In 3 Years?" Edition

Anthropic Just Built An Agent For Month-End Close. My Reaction.

Anthropic shipped ten finance agents this week, including a month-end closer and a statement auditor. I called a member firm to talk through it. The takeaway isn't what most CPAs think.

Accounting Firm Client Concentration Risk: The Three Thresholds That Decide Your Multiple

Client concentration is the single biggest reason buyers chop a firm's valuation. Three thresholds decide whether your book trades at a premium or a discount.

600 advisors complained about CPA referrals. The CPAs answered them.

A BlackRock director's post pulled 75 comments, mostly from CPAs explaining why RIA referral relationships break. None of them named the third path that quietly erases the whole problem.

The FirmLever Weekly Roundup: Issue #50

The 'It's Time to Fix My Pricing' Edition.

The Underpricing Trap: How to Spot It and How to Fix It Before Year-End

Most firms aren't underpricing because they're bad at math. They're underpricing because they can't see the signals. Here's how to spot them and how to actually move fees.

Accounting Firm Pricing Strategy: How to Increase Fees, Fix Margins, and Stop Leaving Money on the Table

Underpricing is the most common profit leak I see when firms run their numbers on FirmLever. The fix isn't a blanket rate hike, it's a sequenced strategy that protects retention while recovering margin fast.

The FirmLever Weekly Roundup: Issue #49

The "More Money, Less Hours" Edition

The Founder’s Guide to Buyer Landmines: 11 Questions to Ask Before You Sell

How to avoid joining the 75% "regret club"

Why the White-Label Tax Prep Model Is Eating the Midmarket

The margin math of why more U.S. firms are running a front-office/back-office split with offshore prep partners.