The Firmlever Weekly Roundup: Issue #39

If you run a firm or struggle to find the right mix of financial incentives for your production staff--this is for you.

I built this to end underperforming firms.

Automated, transparent payouts so your staff feels driven and valued.

It's a production pay (commission) tool and updated from the one I built last year.

And because you're on my email list--its yours for free (skip to the bottom to claim):

Now we can give our teams the boost they need to go above and beyond, every single day.

Time for some honesty: My old commission process was a total dumpster fire.

Messy spreadsheets, random formulas, and constant questions from staff about when (or if) they’d see a bonus.

It killed motivation.

Unfortunately I was too embarrassed to admit it.

So ventured to create a better way to reward team members, and with a partner built this Production Pay Tool--which made me realize every accounting firm needs a clear, automated commission program.

The reason is simple: when your people can see exactly how they’re earning money, they shoot for higher goals.

Basically a win-win way to ramp up performance--for each of your firm FTEs including managers.

Here’s the good stuff in the sheet:

• “Kicker” Bonuses: Hit certain revenue milestones and watch your team’s ambition skyrocket.
• Granular Tracking: Keep tabs on each project, whether it’s a one-time engagement or recurring MRR.
• Tiered Pricing Options: Switch from standard to premium service tiers without rebuilding your entire payout structure.
• FTE Performance Comparisons: Spot who’s bringing in the biggest wins so you can replicate their success across the firm.
• Easy Adjustments: Add new staff or tweak percentages in seconds—no more wrestling with clunky formulas.
• A visual dashboard to see who crushing it (and who needs a nudge) at a single glance-Runs in Google Sheets or Excel-Option to sync invoices and match commissions directly from QBOI’m still kicking myself for not doing this earlier.

This simple tool has transformed the way we reward our team, kept them energized, and freed us to focus on higher-level growth.

To claim your copy just a simple ask--share this newsletter (or forward to a friend if you're seeing the email version).

Afterwards, just reply when you've done so and I'll send it to you within 24 hours.

That's it. No need to show me any proof I'll take your word for it.

Just trying to grow the newsletter by "paying it forward"!

Until next week...

Marc

p.s.- Two ways I help firms:
1. If you're an accounting firm owner and are seeking to buy a book of business or want to divest any clients--reach out to me.

2. If you're struggling to grow your practice and want help with your pricing or ways to increase your owner take home and go upstream--drop me a line.