The Firmlever Weekly Roundup: Issue #44
A new way to buy, sell, divest and refer accounting clients.
Latest
The Firmlever Weekly Roundup: Issue #43
Things are heating up this week
The Firmlever Weekly Roundup: Issue #42
The Bookkeeper Graveyard
The Firmlever Weekly Roundup: Issue #41
Why "Micro M&A" Is the Only Growth Play That Makes Sense Right Now
The Firmlever Weekly Roundup: Issue #40
I keep having the same conversation. Firm owner. $1M–$5M. Moved upstream into advisory, outsourced CFO, business returns. Good problem to have. Except they're still carrying 30, 50, 100+ clients that don't belong there anymore. The $1,500 1040s. The basic QBO bookkeeping. The clients who
The Firmlever Weekly Roundup: Issue #39
The "Production Pay" Edition
The Firmlever Weekly Roundup: Issue #38
The "Client Handoff" Edition
The Firmlever Weekly Roundup: Issue #37
The "Firm Exit Minefield" Edition
The Firmlever Weekly Roundup: Issue #36
The M&A "Deal Stack" Edition
The Firmlever Weekly Roundup: Issue #35
The "Show Me The Money" Edition
The Firmlever Weekly Roundup: Issue #34
A "quick question"
The Firmlever Weekly Roundup: Issue #33
We have something special this week...
accounting-firm-metrics
A $1.13M Mid-Atlantic Firm With a $188K/Year Profit Leak
A Firmlever teardown...and why it’s not a “more clients” problem
The Firmlever Weekly Roundup: Issue #32 🎁
Something that is going to make your year...
AI
The Firmlever Weekly Roundup: Issue #31
Time to open the kimono 👘 on accounting firm profitability...
M&A
5 Accounting Firm M&A Predictions for 2026
If you thought 2025 was a rollercoaster for the accounting industry, you might want to fasten your seatbelt a little tighter. We are just getting started.
The Ultimate Glossary of Accounting Firm Metrics, KPIs & Valuation Terms (2026 Edition)
You can't manage what you can't measure--said someone pretty smart...
how-to-sell-my-accounting-practice
The 2026 Guide to Selling Your Accounting Practice
Deciding when and how to sell my accounting practice is perhaps the most significant professional decision a firm owner will ever make, representing the culmination of years, often decades, of hard...
valuation-of-accounting-practice
The Complete Guide to Valuation of Accounting Practice: What Is Your Firm Really Worth in 2026?
You have spent years, perhaps decades, building your firm. You have navigated tax season burnout, managed complex client relationships, and adapted to an eve...
cloud-accounting-firm-acquisition
The Complete Guide to Cloud Accounting Firm Acquisition
The landscape of professional services is shifting beneath our feet, and nowhere is this more evident than in the surge of cloud accounting firm acquisition activity.
accounting-firm-team-building-exit
Team Building for Exit Success: Delegation and Succession Planning
The most dangerous number in business is one. In the context of selling an accounting practice, relying on a single owner to manage client relationships, execute complex work, and drive new...
accounting-practices-for-sale
The Complete Guide to Accounting Practices for Sale
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of technological disruption and demographic inevitability often referred to as the "Silver...
accounting-firm-metrics
The Ultimate Accounting Firm Metrics & Valuation FAQ: 150+ Questions Answered (2026 Edition)
Why I Created This Guide I've spent years working with accounting firm owners on growth and valuation strategy. And I've noticed something: the same questions come up again and again. "What's a good realization rate?" "How do I calculate revenue per
accounting-firm-merger
The Ultimate Guide to Accounting Firm Mergers
The landscape of the accounting profession is undergoing a seismic shift, driven by a convergence of talent shortages, technological disruption, and an aging demographic of partners looking for...