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.

Juno Just Raised $12M to Automate 90% of Your Tax Prep. Here's What That Actually Means for Your Firm.

A new AI tax prep tool just raised $12M promising to cut return time in half. The interesting question isn't whether it works. It's what happens to your billable model when it does.

The CFO's 179D Checklist: Questions to Ask Before Engaging a Specialist

A practical vetting framework for CFOs and controllers evaluating 179D specialists. The right questions to ask about licensing, modeling software, audit defense, and fees before signing an engagement letter.

Effective Hourly Rate and Utilization: The Two Numbers That Price Your Firm

Effective hourly rate isn't just a pricing check. It's the number buyers back into during diligence, and the one that caps what your firm sells for.

The FirmLever Weekly Roundup: Issue #48

Meet the "accountant killer"

Claude Opus 4.7 Shipped Yesterday. It Scored 50% on Month-End Close.

Anthropic's newest AI just posted the highest accounting benchmark score ever recorded. It still scored 50% on month-end close. The machine they told you would replace your firm is currently closing books at coin-flip accuracy. Here's what that means for the work you're still carrying.

The Underpricing Trap: How to Spot It and Fix It This Quarter

Most firms I talk to are underpriced by 20% or more and don't know it. Here's how to read the signals and raise fees without losing your best clients.