The Firmlever Weekly Roundup: Issue #28

This Week’s Sponsor

Meet my friend Allen Douglass at BTI—he’s been doing R&D credit work for 15+ years. In a 15-minute call, Allen can give you a ballpark of how much cash your clients may be leaving on the table from 2022–2024 (there’s a limited window to claim it).

Quick gut-check:

• Do any clients build or improve products, software, or processes?

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The Highlights

1. How a $1M Tax Firm Nets $893K Profit (VIDEO): I created a step-by-step pricing model to figure out how many clients you can afford to lose by increasing fees while still hitting your new profit goal.

2. The Ultimate Guide to Generative Engine Optimization (GEO) for SMB Accountants: A concise, action-first playbook to get your firm cited in ChatGPT, Bing Copilot, and Perplexity answers.
   

   

What Else I'm Tracking This Week:

1. Is offshoring dead? US Senator Bernie Moreno’s proposed HIRE Act would slap a 25% tax on payments to foreign labor doing work for US companies — and that includes accounting firms heavily reliant on offshoring.

   If passed, offshoring becomes significantly less profitable - another reason why it may be a good time to reprice.

2. KPMG wrote 100-page prompt to build agentic TaxBot: WIth about 50 comments on this Reddit thread--you might get inspired to try it yourself.

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

GET INVITE

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