Become the tech-forward accounting firm in your market.

What you get, what your client gets, what we get

Sophisticated buyers distrust offers that look one-sided. So we put the math on the table on purpose. Three parties, three outcomes, everyone gets more than they put in.

What your client gets

A 24/7 AI financial intelligence layer branded as your firm’s for $199/mo. Cash flow alerts, anomaly detection, weekly briefings, AR aging, runway forecasts. They keep you as their accountant — Hubricon doesn’t replace you, it’s the 29 days a month you aren’t sitting at their desk.

What you get

40% lifetime commission. $80/mo per client. $48,000/year on a 50-client book in pure-margin recurring revenue, zero staff hours. The other prize: a recurring SaaS revenue line on your firm’s P&L, branded as your own — the kind of moat that separates a service firm from a platform firm in your market.

What we get

Distribution. Your client pays $199/mo, you keep $80, we keep $119. Out of that $119 we cover Claude API, infrastructure, support, and product. The math works for us only because partnering with you means we don’t pay $300+ in CAC the way every other SaaS in our space does. We need you. The 40% isn’t marketing spend — it’s a fair cut for being the channel that makes the whole model work.

The 5-year compound

Charter Firm 40% commission is locked for life. The compounding matters.

How it stacks up against what your firm already does

$80 per client per month for zero hours of work is the highest effective hourly rate in your entire practice.

What you’re buying

Total stacked value: ~$310,000/year. Charter Firm investment: $4,950 one-time. Five-year cumulative net at full book: $235,050 in commissions.

The guarantee

How it works

1. Claim your slot. Four-field application, $4,950 via Stripe. Takes two minutes.
2. Onboarding call within 1 business day. A specialist walks you through the full 90-day plan and answers every question.
3. 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.
4. 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

• 30+ active SMB clients on QuickBooks Online
• Clients in the $500K–$10M revenue range (the Hubricon $199/mo sweet spot)
• Already trying to move up-market from compliance to advisory or CAS
• Want to own the tech layer in your market, not be disrupted by it

This isn’t for you if

• Clients mostly on Wave, Xero, or FreshBooks (we’re QBO-only at launch)
• Unwilling to send one rollout email introducing the platform to your book
• Content selling tax prep the same way for the next five years
• Clients mostly under $200K revenue (the $199/mo price point won’t feel fair)

If the second list describes you, please don’t apply. We’d rather have 10 great Charter Firms than 30 mediocre ones.

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.

Hubricon provides financial analytics for informational purposes only. Not financial advice.