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

Rosendo Travieso ⭕️

CPO / VP Product | Product Leader | AdTech, Telecoms, Proptech

Serving as the Head of Product Management at BT Active Intelligence, I lead the vision, strategy, and roadmap for data-driven B2B products. With expertise in product lifecycle management, agile methodologies, and UX design, I work closely with diverse teams to deliver innovative solutions for sectors including transport, government, and advertising.  

With over 20 years of experience in AdTech, PropTech, and Telecoms, I am committed to creating impactful products that align with market needs and customer expectations. My multilingual abilities and global team management skills enable collaboration across borders to drive success and customer satisfaction.

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The Battle

Marc Howard

Rosendo Travieso ⭕️

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