The math the accountant runs in their head
50 clients × $80 per client × 12 months. The effective hourly rate is the highest in your practice.
$80/client/mo
40% of $199/mo. Paid via Stripe on the 1st. No invoices. No AR.
$4,000/mo
Per 50-client firm. Zero new staff hours. Zero collections work.
$48,000/yr
Passive firm revenue in year one. Recurring for every year the client stays.
Compared to what your firm already does
Seasonal labor vs. 12-month recurring. Billable hours vs. zero staff time.
| Current revenue stream | Hubricon Charter |
|---|---|
| Tax prep · $500–$1,500/client · seasonal, labor-heavy | $960/year per client · 12-month recurring · zero labor |
| Bookkeeping · $300–$600/mo · 3–5 billable hrs | $80/mo per client · 0 staff hours |
| CAS / advisory · $1K–$3K/mo · senior staff required | $80/mo per client · no staff time required |
$80/client/month for zero hours is the highest effective hourly rate in your entire practice.
What you get
The Charter Firm stack
Every line below is included at the Charter tier. Values reflect firm-side billable or retail equivalents.
White-labeled advisor portal
Your logo, colors, and domain on every client screen.
40% lifetime recurring commission
Locked forever for Charter Firms. Standard tier is 25%.
Done-for-you client onboarding
We send invites, handle QBO connections, and cover support.
Batch Data Janitor across 50 clients
3–5 hours/client/quarter recovered — rebillable or reclaimed.
Monthly branded financial intelligence report
Auto-delivered to every client under your firm’s brand.
"Powered by [Firm Name]" positioning
Your firm becomes the tech-forward choice in your market.
Dedicated Slack channel + priority support
Direct line to the Hubricon founders.
Charter Firm badge + partner directory feature
Inbound leads from SMBs who sign up without a referral.
Two-part performance guarantee
90-day refund trigger plus $5,000 earnings floor.
Total stacked value
~$190,000+/year
Charter Firm investment: one-time $4,950 · Year-one net return: $43,050 · ROI: 870%.
The risk is ours. Not yours.
Risk-reversed — if either of these two promises breaks, we pay the difference out of pocket.
90-day onboarding guarantee
If fewer than 30 of your 50 invited clients are successfully onboarded and paying by day 90, we refund your $4,950 in full. You keep the white-label platform for your firm — free forever.
$5,000 earnings floor
If you net less than $5,000 in commission revenue in your first 12 months, we pay the difference via Stripe Connect. No invoice to send, no claim to file.
One-time investment: $4,950
Break-even in 1.24 months
$4,950 ÷ $4,000/mo commission = 1.24 months to pay back the setup fee.
Net positive by month 3
After that, every dollar of commission is profit added to your firm’s P&L.
Year-one ROI: 870%
$43,050 net return on a $4,950 investment, plus the recurring commission for every subsequent year.
After slot 10
Setup rises to $9,950. Commission drops to 25%.
Charter Firm pricing is for the first 10 partners only. The 40% lifetime rate is locked in for your firm — not a promotional rate that resets after a term. After slot 10, new partners sign up at the standard tier: 25% recurring, $9,950 setup.
Who this is for — and who it isn’t
For you if
- 30+ active SMB clients on QuickBooks Online
- Trying to move up-market into advisory / CAS services
- Wants passive recurring revenue that doesn’t eat staff hours
- Cares about positioning vs. competing firms
Not for you if
- Clients not on QuickBooks Online
- Unwilling to send one rollout email to the client list
- Content doing exactly what you do today for the next 5 years
Questions we hear often
10 of 10 slots left
Claim your Charter slot
Four questions, one Stripe checkout, one private signup link. You’ll be a Charter Firm before the end of the day.
Hubricon provides financial analytics for informational purposes only. Not financial advice.