Firm Strategy - Firmlever

A founder stands at a crossroads of flagged paths leading to different buildings, illustrating the choice between buyer types when selling a firm.

M&A

The Founder’s Guide to Buyer Landmines: 11 Questions to Ask Before You Sell

How to avoid joining the 75% "regret club"

Handwritten calculations on graph paper torn vertically by blue tape and an ink splatter, depicting the midmarket firm P&L splitting under the white-label model.

Firm Strategy

Why the White-Label Tax Prep Model Is Eating the Midmarket

The margin math of why more U.S. firms are running a front-office/back-office split with offshore prep partners.

Stopwatch struck through with a blue paint stroke, sitting atop torn tax forms, illustrating how AI automation collapses the time required to prepare a return.

AI in Accounting

Juno Just Raised $12M to Automate 90% of Your Tax Prep. Here's What That Actually Means for Your Firm.

A new AI tax prep tool just raised $12M promising to cut return time in half. The interesting question isn't whether it works. It's what happens to your billable model when it does.

Collage: vintage accountant at a ledger on the left, red X over a tangle of broken circuit boards on the right, HUMAN vs MACHINE headline

AI

Claude Opus 4.7 Shipped Yesterday. It Scored 50% on Month-End Close.

Anthropic's newest AI just posted the highest accounting benchmark score ever recorded. It still scored 50% on month-end close. The machine they told you would replace your firm is currently closing books at coin-flip accuracy. Here's what that means for the work you're still carrying.