The Firmlever Weekly Roundup: Issue #41
Why "Micro M&A" Is the Only Growth Play That Makes Sense Right Now
I keep having the same conversation. Firm owner. $1M–$5M. Moved upstream into advisory, outsourced CFO, business returns. Good problem to have. Except they're still carrying 30, 50, 100+ clients that don't belong there anymore. The $1,500 1040s. The basic QBO bookkeeping. The clients who
The "Production Pay" Edition
The "Client Handoff" Edition
A Firmlever teardown...and why it’s not a “more clients” problem
Would you buy a house based solely on a curbside view, without ever stepping inside to check the foundation, the plumbing, or the wiring? It sounds absurd, y...
The difference between a practice that sells for a 1.2x multiple or more.
You have spent decades building your firm. You’ve weathered tax season changes, navigated staffing shortages, and built deep relationships with clients who t...
From solo to $7.5M, get our proven playbooks to grow, price, automate and hire the best.
The "Firm Exit Minefield" Edition
The M&A "Deal Stack" Edition
The "Show Me The Money" Edition
A "quick question"
We have something special this week...
A Firmlever teardown...and why it’s not a “more clients” problem
Something that is going to make your year...
Time to open the kimono 👘 on accounting firm profitability...
If you thought 2025 was a rollercoaster for the accounting industry, you might want to fasten your seatbelt a little tighter. We are just getting started.
You can't manage what you can't measure--said someone pretty smart...
Deciding when and how to sell my accounting practice is perhaps the most significant professional decision a firm owner will ever make, representing the culmination of years, often decades, of hard...
You have spent years, perhaps decades, building your firm. You have navigated tax season burnout, managed complex client relationships, and adapted to an eve...