AI
The Firmlever Weekly Roundup: Issue #31
Time to open the kimono 👘 on accounting firm profitability...
Marc Howard
Marc Howard, a serial entrepreneur in the accounting space is Host of the Pitch Your Firm podcast, founder of Firmlever, founder of Taxplow, Cofounder of BizPayO, and creator of Tax Advisor GPT.
M&A
5 Accounting Firm M&A Predictions for 2026
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.
The Ultimate Glossary of Accounting Firm Metrics, KPIs & Valuation Terms (2026 Edition)
You can't manage what you can't measure--said someone pretty smart...
how-to-sell-my-accounting-practice
The 2026 Guide to Selling Your Accounting Practice
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...
valuation-of-accounting-practice
The Complete Guide to Valuation of Accounting Practice: What Is Your Firm Really Worth in 2026?
You have spent years, perhaps decades, building your firm. You have navigated tax season burnout, managed complex client relationships, and adapted to an eve...
cloud-accounting-firm-acquisition
The Complete Guide to Cloud Accounting Firm Acquisition
The landscape of professional services is shifting beneath our feet, and nowhere is this more evident than in the surge of cloud accounting firm acquisition activity.
accounting-firm-team-building-exit
Team Building for Exit Success: Delegation and Succession Planning
The most dangerous number in business is one. In the context of selling an accounting practice, relying on a single owner to manage client relationships, execute complex work, and drive new...
accounting-practices-for-sale
The Complete Guide to Accounting Practices for Sale
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of technological disruption and demographic inevitability often referred to as the "Silver...
accounting-firm-metrics
The Ultimate Accounting Firm Metrics & Valuation FAQ: 150+ Questions Answered (2026 Edition)
Why I Created This Guide I've spent years working with accounting firm owners on growth and valuation strategy. And I've noticed something: the same questions come up again and again. "What's a good realization rate?" "How do I calculate revenue per
accounting-firm-merger
The Ultimate Guide to Accounting Firm Mergers
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of talent shortages, technological disruption, and an aging demographic of partners looking for...
accounting-practice-exit-timing
Exit Planning and Timing: When to Sell Your Accounting Practice
Deciding to sell the firm you have spent decades building is perhaps the most significant financial and emotional decision of your professional life, yet many owners leave the crucial element of...
accounting-firm-technology-stack
Modern Technology Stack for Accounting Firms: Tools That Increase Valuation and Efficiency
In the current landscape of mergers and acquisitions, the valuation of an accounting practice is no longer solely determined by its gross revenue or client retention rates; increasingly, the...