Charter Firm · 10 of 10 slots left
Add $48,000/year to your firm — without selling a new service.
The full Charter Firm offer in one page. What you pay, what you keep, what we cover if it doesn’t work.
The math, on 50 clients
Your clients pay Hubricon $199/month directly. You keep 40%. We handle billing, support, onboarding, and the software.
- $80 per client per month
- × 50 clients = $4,000/month
- × 12 months = $48,000/year
Commission hits your Stripe Connect account on the 1st of every month for every client that’s still paying. No invoices to send. No receivables to chase. No refund clawbacks on past months if a client cancels — you keep everything already paid.
How it stacks up against what your firm already does
| Current revenue stream | Hubricon Charter |
|---|---|
| Tax prep: $500–$1,500 per client, seasonal, labor-heavy | $960/year per client, 12-month recurring, zero labor |
| Bookkeeping: $300–$600/mo per client, 3–5 billable hours | $80/mo per client, zero staff hours |
| CAS / advisory: $1K–$3K/mo, senior staff required | $80/mo per client, no staff time required |
$80 per client per month for zero hours of work is the highest effective hourly rate in your entire practice.
What you’re buying
| Included at the Charter tier | Value |
|---|---|
| White-labeled advisor portal — logo, colors, domain on every client screen | $12,000/yr |
| 40% lifetime commission, locked in for life (Charter only — 25% after slot 10) | $48,000/yr+ |
| Done-for-you client onboarding — we send invites, handle QBO, cover support | $5,000 |
| Batch hygiene sweep across 50 clients every quarter (3–5 hours per client recovered) | $120,000/yr |
| Monthly branded "Financial Intelligence" report auto-delivered under your firm | $3,000/yr |
| "Powered by [your firm]" positioning on every client dashboard | Differentiator |
| Dedicated Slack channel and priority support | $2,000/yr |
| Charter Firm badge plus featured partner directory listing | $1,500/yr |
| Two-part performance guarantee (below) | Risk = $0 |
Total stacked value: ~$190,000/year. Charter Firm investment: $4,950 one-time. Year-one net return: $43,050.
The guarantee
If fewer than 30 of your 50 invited clients are onboarded and paying Hubricon by day 90, we refund your $4,950 in full — and you keep the white-label platform for your firm, free forever.
The 12-month earnings floor.
If your first-year commission earnings fall below $5,000, we pay the difference via Stripe Connect on the one-year anniversary — no invoice to send, no claim to file.
If the program doesn’t work for you, you end up either fully refunded or above the floor. Those are the only two options.
How it works
- Claim your slot. Four-field application, $4,950 via Stripe. Takes two minutes.
- Onboarding call within 1 business day. A specialist walks you through the full 90-day plan and answers every question.
- Bulk-invite your clients. Two clicks from QuickBooks Online Accountant — we email every client under your firm’s brand. Or upload a CSV if some aren’t on QBOA yet.
- Commission lands on the 1st. The first month after a client pays, your 40% is transferred automatically via Stripe Connect. You see it in your bank.
Who this is for
- You have 30 or more active SMB clients on QuickBooks Online
- You’re trying to move up-market into advisory / CAS
- You want a differentiator the firm down the street doesn’t have
- You’re allergic to AR risk, collections, and chasing invoices
This isn’t for you if
- Your clients aren’t on QuickBooks Online
- You aren’t willing to send one rollout email to your client list
- You’re content with your practice exactly as it is for the next five years
After slot 10
Charter is the founding cohort. Ten firms, first-come. After the tenth slot closes, the commission rate for new partners drops to 25% — permanently. That 15-point gap compounds: at 50 clients it’s $30 per client per month of extra commission, every month, every year your clients stay on the platform.
Over 12 months that works out to $18,000/year more than standard-tier partners will ever earn on the same book. Over three years, $54,000. The setup fee buys a permanent spread, not a promotional rate that resets.
Questions we hear often
Is the $4,950 refundable?
Yes — fully. If fewer than 30 of your 50 clients are paying by day 90, the refund posts automatically from Stripe to the card you used at checkout. You keep the platform free forever for your firm.
Can I upgrade from the standard partner program later?
Not after the first ten slots close. Charter is the founding cohort — once filled, the 25% standard rate is the floor for every new partner. Firms already on the standard 20% program can’t retroactively upgrade. That said, any commission already accrued at the standard rate stays at its original rate.
What if a client cancels?
You stop earning commission on that client the month they cancel. No clawback on prior months — you keep everything already paid. If the client resubscribes later, commission resumes automatically from the first invoice.
Is this a subscription?
No. The $4,950 is one-time, charged via Stripe Checkout. Your commission revenue is recurring — paid monthly via Stripe Connect on the same schedule as the standard partner program.
My firm only has 30 clients. Does the math still work?
Yes. The 90-day guarantee scales with the clients you actually have — if you invite 30, the threshold is 18 onboarded (60%). At $80 per client per month, a 30-client firm earns $28,800/year. The setup fee breaks even in 2.1 months.
What happens in year two?
Nothing changes. The 40% commission is locked in for the life of every client you refer — not a promotional rate that resets. As long as your referred clients keep paying, you keep earning 40% on their subscriptions.
10 of 10 slots remaining
Claim your Charter slot
Four fields, one Stripe checkout, one private signup link. Your 40% lifetime commission and 90-day guarantee clock start the moment payment clears.
Hubricon provides financial analytics for informational purposes only. Not financial advice.