CPA FIRM AUGMENTATION

How does the CPA Firm Augmentation process work?

Our CPA Firm Augmentation service starts with onboarding and continues perpetually.

We will guide you through the following stages:

• Learning Stage: In eight 1-hour sessions, we will teach your firm how to provide Virtual CFO services, how to price the services, expected workflow, and communication with the Summit team, processes that we use, tools that we use, and methods to maximize the use of the Summit team.

• Identifying Clients Stage: We will help you identify potential clients within your existing client base, coach you on contacting those leads to introduce the service as well as following up with the leads and assist you with closing the deal.

• Engagement Stage: Once the deal is closed, the engagement begins. The client goes through our 8-week onboarding process and the services kick off from there.

What does CPA Firm Augmentation include?

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.

*Summit will perform the above level of services (marked as Summit) 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 $80,000/year client:

Want to learn more about our CPA Firm Augmentation program?
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