Your practice. Transformed.
Here is what changes when you stop going solo.
| Solo Practice Today | With Fintera | |
|---|---|---|
| Monthly Clients | 6–8 clients (hard ceiling) | up to 15 clients (Founding) or 14 (Network) |
| Monthly Income | $150K–$250K/year | $327K–$1M+ (advisory + revenue share + Portfolio Yield) |
| Time on Bookkeeping | 8–10 hrs/client/month (you run the close) | Fintera closes by Day 5 BD — you review 2–3 hrs |
| Advisory Hours per Client | 8–10 hrs/client/month total (split between books + advisory) | 2–3 hrs review + pure advisory focus |
| Practice Admin | 10–15 hrs/month (billing, collections, onboarding) | 1-2 hrs — Fintera handles all admin |
| Pipeline | Hope-and-pray (89% rely on referrals exclusively) | Inbound leads from Fintera + your network + co-marketing |
| Deliverable Quality | Variable — entirely dependent on your hours that month | Investor-grade, GAAP-compliant financials. Every month. |
| Reputation Risk | 100% concentrated on you — one error can damage years of goodwill | Multi-stage QA runs before you review. You never send unchecked work. |
A partnership is a two-way commitment.
Here is exactly what Fintera asks of you — and exactly what you get in return.
What Fintera asks
- •Admin coordination time (~2 hrs/month communicating with Fintera ops team)
- •Marketing participation (co-branded case studies, testimonial, occasional webinar)
- •Managing the client relationship and lead closure (you own the prospect conversation)
What you get
- ✓Complete finance operations — bookkeeping, close, QA, delivery infrastructure
- ✓Higher client ceiling — from 4–6 to 12–15 without adding hours
- ✓10% revenue share on bookkeeping services attached to your clients
- ✓Systematic lead generation — inbound, outbound, VC co-marketing
- ✓Brand development and marketing collateral under the Fintera brand
- ✓World-class AI close technology — 8 integrations, anomaly detection, investor-grade output
On client equity: Fintera does not participate in equity arrangements you negotiate with your clients. Any warrants, options, or equity you earn from a startup client — before or after joining Fintera — belongs 100% to you.
HOURS RECLAIMED CALCULATOR
How much time are you leaving on the table?
Today (Solo)
With Fintera
With Fintera
36
Hours reclaimed / month
+$11K
Additional monthly advisory income
+$130K
Additional annual income
You currently spend 60 hours/month on transactional and admin work across 6 clients. With Fintera, that drops to 24 hours — freeing 36 hours you can redeploy as advisory at $300/hr.
Transactional & admin includes bookkeeping, reconciliation, close management, billing, and collections. Advisory payout rate = $300/hr (80% of $375/hr charge-out). Adjust all four inputs to model your own scenario.
Beyond platform revenue share
Clean books unlock conversations your clients weren't ready to have before. When the monthly close is bulletproof and delivered on Day 5, you're positioned as the CFO who opens doors — not just the one who keeps the lights on.
Tax Advisory
R&D credits, state tax strategy, and entity structuring — all driven by clean, categorized data.
Sales Tax Nexus
Multi-state compliance becomes actionable when revenue by jurisdiction is already reconciled.
Transaction Support
M&A due diligence, fundraising data rooms, and bridge round modeling — ready in hours, not weeks.
Confidence
Every deliverable going to your client is bulletproof.
Relief
You are no longer the bottleneck. Take the weekend.
Pride
You deliver Big-4 caliber finance that exceeds what you could do alone.
Security
Predictable passive income that grows with each client you add.