The Firmlever Weekly Roundup: Issue #42
The Bookkeeper Graveyard
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
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 "Client Handoff" Edition
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...