The Firmlever Weekly Roundup: Issue #30

The Highlights:

1. How to fire unprofitable accounting clients (and save $682,000):

2. Fix Your Firm (pilot) — I’m trying something new to help you raise prices, work fewer hours, and ditch C/D clients. I’ll be doing quick “tear-downs” of real firms and sharing what I’d change first.
   
   If you choose Public, I’ll do an anonymized breakdown you can learn from (shared on YouTube, no names or identifiers). If you choose Private, you’ll get a paid 12–15 minute Loom plus a 1-page action plan delivered to you—and it stays private.

   
   I’m taking 3 firms for the public (anonymous) tear-downs and 5 firms for the private (paid) Looms. I’ll share the biggest wins and patterns in next week’s newsletter so everyone gets value.
   
   Simple as filling out a short form.
   

   Want in? Reply with one word:
   FIX for the anonymous public option, or PRIVATE for the paid Loom.
   
   (Deadline: Tue, Oct 7 @ 11:59 pm (your local). First come, first served.)

What Else I'm Tracking This Week:

1. Pricing the AI Workforce: A deep-cut on what pricing will look like in the age of AI, automation and the rise of outcome-based pricing (hint, hint firms).

2. Why why the best time to sell your firm is a year in advance: A smart take on timing featuring Allan Koltin, M&A expert. My favorite quote: "Always be ready for a sale, even if you’re not planning to sell".

3. Turn any document, PDF or large body of text into an audio book: I've used ElevenLabs for about 2 years now and use it on average 2 hours a day to listen to anything that I don't feel like reading. You can get 5 hours for free with this link.

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1 referral: The Top 25 Growth Strategies for Accounting Firms: 2025 Edition (ebook)
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