The Firmlever Weekly Roundup: Issue #27

I went dark for the past 5 months.

Building away.

Today is a small preview of the stuff that I'll be cranking out in the coming weeks along with some partners.

Enjoy.

The Highlights

1. Introducing PM Lite (Beta v1.05) ✨: A Tiny App to Price Better and Manage Capacity at Your Firm. Access here. (Only $197 one-time fee for life). A side-project that I've been working on (with new updates this month) and looking for folks to provide feedback (thus the fee to ensure serious folks only--but as an early adopter and newsletter subscriber just a one-time fee for you. This is a worksheet that packs a lot including:
   • Calculates your firm’s margins down to the line-item level (no more wild guesses).
   • Lets you plug in staff wages, utilization rates, and vacation time (everyone deserves a break).
   • Handles multiple entities (because your biggest clients are always the most complicated).
   • Auto-generates a clean proposal in a fraction of a second
   • Lets you price unlimited clients without forcing you into monthly “per-seat” fees.
   • Supports unlimited services and staff roles (if you can dream it up, it can handle it).
   • Offers a tiered “Bronze, Silver, Gold” structure for easy upsells.
   • Includes “bonus” features at zero cost to you (but makes your top pricing tier look irresistible).
   • NEW: Automatically creates an engagement letter PDF (just add your favorite payment provider link) to get paid immediately!

   

   
   

2. A new financial reporting and CFO KPI dashboard that almost runs itself: If you're paying several grand per year for LiveFlow or another fancy CFO KPI dashboard or financial forecasting package you might want to watch the video below twice (or 4 times like me). Finance automation expert Andrew Forte has created a fully customizable dashboard including cash flow analysis, customizable KPIs, etc that is fully shareable (and brandable!) with each client--automatically. Here's a quick demo where you can watch then schedule a free private 1:1 with Andrew.
   

What Else I'm Tracking This Week:

1. Now you can see what everyone else is getting paid: To make sure you're choosing the right employer and being paid what you're worth, you need data from your peers. Here's a snapshot of median values for US-wide accounting salary results courtesy of Big 4 Transparency:
   

   

2. 200+ free accounting firm workflow templates: It seems like every software vendor is getting into the game of providing workflow templates--but only if you use their software. This is a fresh take from Financial Cents where you can download over 200 templates for free in Excel format. No sign up, no commitment, do what you want with.
   

   

3. Podcast Invite: The next round of scheduling is now open for guests on my new podcast, Pitch Your Firm. (Get Invite):

Invite Friends, Get Free Stuff

Copy & share your referral link to invite others to join my newsletter. Unlock rewards when you do:

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1 referral: The Top 25 Growth Strategies for Accounting Firms: 2025 Edition (ebook)
5 referrals: Any premium playbook or resource of your choice up to $497 for free
15 referrals: 60 Minute 1-on-1 Coaching Call with Me ($600 value)

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