CPA Firm Augmentation Pricing

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 for 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