Latest / Scaling Up with Fexingo: How Small Businesses Become Mid-Market Companies

How This Accountant Scaled Past 10 Million by Fixing Niche Focus
Episode 128 of Scaling Up with Fexingo tells the story of Jennifer Liu, a CPA in Portland who built a $12 million practice by doing one thing her competitors wouldn't: focusing entirely on dental practices. Lucas and Luna break down how she used specialization to command premium rates, reduce client churn, and build recurring revenue that attracted an acquisition offer. They walk through the specific numbers — the 40 percent rate premium, the 95 percent retention rate, and the multiple she sold at — and contrast her approach with generalist firms that struggle to grow past $2 million. If…
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