Add $500K Per CPA Zero Investment
White-label tax advisory that transforms your practice overnight. We provide the expertise, you keep 100% of client relationships and premium advisory fees.
No hiring. No training. No risk. Just profitable growth.
White-label tax advisory that transforms your practice overnight. We provide the expertise, you keep 100% of client relationships and premium advisory fees.
No hiring. No training. No risk. Just profitable growth.
Break free from compliance-only revenue. Transform your practice with premium advisory services that your clients will gladly pay 3-5x more for.
| Service Area | Traditional CPA Services |
White-label Advisory with Overline
|
|---|---|---|
| Revenue Model | Compliance driven | High-value advisory revenue |
| Investment | High upfront costs | Zero investment |
| Staffing | Hire specialists | Use existing staff |
| Technology | Limited tech budget | AI platforms included |
| Client Control | Limited engagement | 100% your relationships |
| Revenue Growth | Hourly billing limits | 3-5x revenue per client |
From compliance provider to strategic advisor with zero operational changes
Limited to basic compliance work
High-value advisory revenue
You maintain client relationships and generate advisory revenue. We handle the technical work behind the scenes.
See the immediate financial impact on your practice. Based on real CPA partner results across 20+ firms.
A team of tech and tax professionals with decades in the finance and AI industry. Led by a Stanford MBA, EA who served as CFO for three companies and an AI expert from Stanford/Berkeley.
Co-Founder & CEO
Co-Founder & CTO
Years Tax & Finance Experience
Tax Strategies Implemented
Client Tax Savings Delivered
Backed by industry leaders and domain experts
Former partners from Big 4 and specialty tax practices
30+ years experience in tax preparation and audit defense
Leading AI and financial technology experts
We provide the expertise, technology, and specialized knowledge that enables your CPA firm to offer high-value tax advisory services to your brick and mortar business clients. You maintain client relationships and generate advisory revenue while we handle the technical work behind the scenes.
Turn existing clients into high-value advisory revenue. Premium services, no new staff required.
Enterprise AI tools with no investment. Scans records and tax codes to identify client opportunities.
We work behind the scenes. You keep your brand and client relationships. No staff investment required.
Deep expertise in restaurants, retail, manufacturing, and real estate. Specialized advisory services for significant revenue per client.
Enable CPAs to deliver high-value advisory services while maintaining client relationships and generating significant revenue.
Learn more about adding advisory revenue through our white-label tax advisory services.
White-label advisory services. 3-5x more revenue per client with zero staff investment.
Book a partnership call to see exactly how much additional revenue your firm could generate. We'll analyze your client base and show you the specific white-label opportunities that fit your practice.