Revenue Scenarios
What a $500K+ practice actually looks like at three different service levels.
Bookkeeping
Service Level
You offer monthly bookkeeping to small businesses. Catch-up projects and ongoing work.
Clients pay a flat monthly fee and stay for an average of 3 years.
Annualized Revenue In 24 Months
$557K
Assumptions
- $400/mo average monthly fee per client
- $4,000 average catch-up fee per new client
- 4 clients in the first 6 months
- 3-5 new clients per month from month 7 onward
Revenue By Month
- Month 6
- $9,600/mo
- Month 12
- $27,200/mo
- Month 24
- $46,400/mo
- Month 36
- $65,600/mo
Annualized Revenue Growth
Break-Even Point: Month 5
Bookkeeping + Tax
Service Level
You bundle monthly bookkeeping with annual tax preparation.
Each client is worth more because you handle both their books and their returns.
Annualized Revenue In 24 Months
$630K
Assumptions
- $400/mo average monthly fee per client
- $4,000 average catch-up fee per new client
- 4 bookkeeping clients in the first 6 months, 3-5/mo after
- 60% of clients also pay $1,000/yr for tax prep
- 1-2 additional tax-only clients per month from month 7
Revenue By Month
- Month 6
- $9,767/mo
- Month 12
- $29,367/mo
- Month 24
- $52,483/mo
- Month 36
- $75,517/mo
Annualized Revenue Growth
Break-Even Point: Month 5
Bookkeeping + Tax + Advisory
Service Level
The full stack. Monthly bookkeeping, tax prep, and advisory services like cash flow forecasting, budgeting, and fractional CFO.
Premium positioning with the highest per-client value.
Annualized Revenue In 24 Months
$774K
Assumptions
- $400/mo average monthly fee, $4,000 average catch-up per client
- 4 bookkeeping clients in the first 6 months, 3-5/mo after
- 60% of clients also pay $1,000/yr for tax prep
- 1-2 additional tax-only clients per month from month 7
- 10% of bookkeeping clients add advisory services at $1,500/mo from month 7
Revenue By Month
- Month 6
- $9,767/mo
- Month 12
- $33,867/mo
- Month 24
- $64,483/mo
- Month 36
- $93,517/mo
Annualized Revenue Growth
Break-Even Point: Month 5
- These scenarios are for illustrative purposes only. Your actual results will depend on the services you offer, your pricing, your location, and your ability to close leads.
- Annualized revenue is that month's revenue multiplied by 12. It shows what your yearly earnings would look like if that month's pace held steady. This is also the number acquirers use when valuing a practice.
- Break-even is the month where the total revenue you have booked from new clients covers the cost of the program. This is based on booked engagements, not the cash received up to that point.
Beyond The Revenue
Work From Home
Client meetings happen over Zoom. The practice runs from your home office.
Control Your Workload
Ease off in the summer, ramp up before tax season. Nobody has to approve that.
Own Your Effort
Every hour you put in builds something that belongs to you. Not an employer's bottom line.
Command Your Rates
Clients who find you and reach out on their own don't haggle. They already trust you.
Keep Every Dollar
No platform fees. No franchise royalties. Your clients pay you and you keep all of it.
Build An Asset
Practices sell for one to two times annual revenue. Good income now, real wealth later.
Set Your Pace
Grow a team or stay solo. Add services or keep it simple. The business fits your pace.
Leave Employment Behind
Performance reviews, office politics, layoff anxiety. That's all behind you.
Ready to Start?
We work with a limited number of practices at a time. When you're ready, reserve your spot and we'll start building your business.