Partner pricing
Wholesale rates for CPA firms. Quote yourself in minutes.
We are your backend delivery engine, not a competitor. Every rate below is published so you can price your own engagement letter before you ever speak to us.
Minimum engagement
$1,500
Baseline monthly rate
$950/month
Partner tiers
Overflow
$950/month
Firms handing off a handful of files during crunch periods.
- Up to 5 client files per month
- Monthly bookkeeping, reconciliation and close
- Your branding on every deliverable
- Named delivery lead, one-business-day replies
- Non-disclosure and non-solicitation agreements signed first
White-label desk
$2,400/month
Firms outsourcing a standing block of recurring client work.
- Up to 15 client files per month
- Everything in Overflow
- Payroll processing and multi-state filings coordination
- AP/AR management and month-end reporting pack
- Shared workpaper vault and a monthly partner review call
Dedicated pod
$5,200/month
Firms that need a consistent, capacity-guaranteed offshore team.
- Up to 40 client files per month
- Everything in White-label desk
- Dedicated senior reviewer and backup staffing
- Medical billing and credentialing available in scope
- Signed BAA for any engagement touching PHI
Per-file and per-service rates
Work beyond your tier's included file count is billed at these published rates, always quoted in writing before it starts.
| Monthly bookkeeping and close (per client file) | from $190/mo |
|---|---|
| Payroll run (per client, up to 25 employees) | from $85/run |
| Business return preparation (1120S / 1065) | from $450/return |
| Individual return preparation (1040 with schedules) | from $180/return |
| Catch-up / cleanup bookkeeping | $375/mo of books, $1,500 minimum |
| Medical billing and revenue cycle | 4%–7% of collections |
| Provider credentialing (per provider, per payer) | from $175 |
Quote yourself
Estimated wholesale cost
$950/month
Indicative only, based on the published rates on this page. Complex, multi-entity or PHI-bearing work is scoped and quoted in writing before any engagement starts.
Engagement terms
- Minimum engagement is $1,500 — the floor for any partner relationship, billed against your first month of work.
- Baseline monthly retainer is $950/month, which includes your first five client files.
- Month to month. Thirty days' written notice to pause or end, no termination fee.
- Volume above a tier's file count is billed at the per-file rates below, quoted before the work starts.
- Your clients stay 100% yours. We sign non-disclosure and non-solicitation agreements before any file moves.