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We use a value-based system for our pricing. 

 

Depending on the level of involvement you want to have with the client and your involvement with our senior level team (on a client by client basis), you can make a profit of 25%, 15% or 10%* of client billings transferred directly to your account on a weekly basis.


*With the Full-Service option, your firm keeps 10% of total revenue the first year and 2% for the next 5 years f
or a total of 20% over the lifetime of the engagement.

 

  • Fee Split to CPA Firm
  • Client Ownership
  • Client Fee Collection
  • Owns the Meetings
  • CFO Services
  •    Forecasting
  •    KPI Management
  •    Special Projects
  • Tax Return Services
  •    Tax Compliance
  •    Tax Projections
  •    Tax Planning
  • Accounting Services
  •    Financial Statements
  •    Cash Flow Analysis
  •    Bank Reconciliations
  •    Credit Card Reconciliations
  •    Accounts Payable
  •    Accounts Receivable
  • Payroll Administration
  •    Payroll/Contractor Admin
  •    Employee Expense Tracking

ASSISTANT

  • 25%
  • CPA Firm
  • SCPA
  • CPA Firm
  • CPA Firm
  • CPA Firm
  • CPA Firm
  • Optional
  • Optional
  • Optional
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA

COACH

  • 15%
  • CPA Firm
  • SCPA
  • CPA Firm
  • SCPA
  • SCPA
  • SCPA
  • Optional
  • Optional
  • Optional
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA

FULL SERVICE

  • 10%
  • CPA Firm/SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA
  • SCPA

*SCPA will perform the above level of services (marked as SCPA) if they are part of the client engagement.

 


Example of how the pricing structure works


Here’s how the pricing structure would work with an average $60,000/year client:

 

$60,000 Annual Engagement

$60,000

$60,000

$60,000

Revenue Share 

x 25%

x 15%

x 10%

Annual Fee to CPA Firm

$15,000

$9,000

$6,000

Weekly Fee

$289/week

$173/week

$115/week