Helping accountants get to their first $1M and beyond

My story begins years ago when I had an advisory firm but was struggling to increase margins.

I was a one person firm 100% remote.

I was trying to be everything to everyone.

I did not have a niche.

I did not have an ideal client.

I took any business that would hire me.

I did not stand out among the thousands of other consulting firms.

I competed mostly on low price. 

My friends and family would always see a stressed-out, black circles under eyes, 80+ hours/wk working person would have zero personal life.

I took a hard look at my business and found a lot of waste.

Too many services and too many different kinds of clients.

I decided that I needed to focus.

I began to focus on how I could productize my services.

With a business partner I helped develop an automated payment and Google reviews platform (BizPayO) that helps accountants get paid faster, without the expensive fees and which snagged a Google Review after every successful payment.

Through the payment app I found that most accountants were not charging enough.

That inspired me to launch a second SaaS company, a pricing application (Taxplow) that shows accountants what they should be charging based on the services they offer, their location, the client’s situation, and a couple dozen other key data points.

But the problem is bigger than this.

Accountants needs help differentiating themselves and coming up with a unique offering.

One that would help create a moat around their business.

So they would not become just another H&R Block or low-cost accounting firm that would position them as just a commodity.

I'm now sharing everything I learned over the years at my newsletter firmlever.com

My latest venture is still under wraps but aiming to be the Crunchbase for accounting fIrms.

All aboard. 🚆

Marc Howard

Nate Lewis

Lewis Wealth Management Group

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

Iron Bull Tax Pros

Co-Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

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The Battle

Marc Howard

Nate Lewis

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