The Firmlever Weekly Roundup: Issue #45
$190,000--remember that number.
But first...
Quick update from inside the FirmLever Network--some stats from our first 48 member firms that I found interesting:
87% offer CAS or advisory services. Not surprising — advisory is where the industry is heading.
What surprised me: When I looked at what those same firms refer out, almost nobody refers out advisory. But two-thirds refer out audit, estate planning, and wealth management.
Translation: firms are holding onto advisory work — but many are still billing it like compliance. Flat monthly fees set two years ago. Scope that's quietly tripled. Clients who went from "do my books" to "be my fractional CFO" without the price ever changing.
Case in point yesterday, a firm in Philadelphia just listed a $190K/yr outsourced CFO client on the network.
Three firms expressed interest within hours:
If you're on the platform you can see what's available. If you're not, it takes 2 minutes:
Join FirmLever (free) →
48 firms across 17 states, with more on the waitlist. Firms are listing clients, posting what they're looking for, and finding each other.
One of the most popular features is the ability to post to the private network what types of clients you're interested in--then grab your latte and get notified when there's a match:
One more thing. Over half of our members said during signup that optimizing profitability and pricing is a top goal. That resonated with me.
I've been building something for exactly this — a way to see which clients are underpriced, which services are dragging your margins, and how to fix it without losing anyone.
It's almost ready to show. If you're curious, I'd love to walk you through it on a casual 20-minute call. No pitch — just your honest reaction.
Reply "PRICING" and I'll send you a link to grab time.
Marc
P.S. — That $190K CFO client? It was claimed within 3 hours of posting. Just saying.
