Your Revenue Potential
How different service strategies scale to $500K+ in yearly revenue.
1. 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
2. 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
3. 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 practice launch program. This is based on booked engagements, not the cash received up to that point.
The Real Value
100+ Practices Launched
We've used this program to launch over 100 bookkeeping and accounting practices across the United States. Everything in it has been tested and refined through real launches.
Skip Years of Trial and Error
Figuring out marketing on your own takes years of wrong turns. This program skips the learning phase and gets clients coming in within months.
$30,000 of Value
Hiring a marketing agency, web developer, designer, and sales coach separately would run you $30,000 or more. You get all of it refined down to what actually brings in clients.
No Ad Spend Required
Paid ads stop bringing in clients the day you stop paying. What we build for you gets clients through organic channels without ongoing spending on ads.
Built to Last
Your website, rankings, listings, and content keep working long after our program ends. The marketing we build keeps generating leads for years without additional investment.
Growth Compounds
Getting the first clients is the hard part. Once your practice is established, referrals and repeat work start stacking on top of the leads we help bring in. Growth feeds itself.
A Business AI Can't Replace
Business owners want a person handling their finances, not a chatbot. Accounting is one of the few fields where trust and a personal relationship matter more than automation.
Create a Real Asset
Accounting firms sell for 2x or more annual revenue. You're building something with transferable value that can be sold when you're ready to move on.
Ready to Start?
We work with a limited number of practices at a time. Reserve your spot today and we'll get started on building your $500K+ business.