A growth partnership for accounting firms
OCTA helps your firm win more clients and grow revenue. You keep your brand, your clients, and most of the revenue.
Compare the cost of growing on your own with OCTA's revenue-share packages, where your firm keeps its brand, its clients, and most of the revenue.
Choose your package
If you acquire them yourself
Estimated monthly investment to generate 10 customers
Client acquisition
10 customers × $486
Sales and qualification
$2,000 minimum or 25% of client acquisition
Tools
Client conversion
Onboarding
Investment
$11,510Net revenue
-$1,510/moBefore service-delivery costs
With OCTA's growth partnership
Monthly plan
$800/moNet revenue
$3,200/moBefore service-delivery costs
Illustrative only. Customer revenue is based on your inputs. The without-OCTA investment estimate uses OCTA planning assumptions. This comparison is not an offer, forecast, industry benchmark, or guarantee of customers, revenue, profit, savings, or results. Actual scope, pricing, eligibility, volumes, costs, and partnership terms vary and would be agreed in writing.
A different way to grow
OCTA helps you win more clients and grow revenue through a partnership built around your firm. You stay focused on the professional work and the client relationship.
OCTA helps your firm create new growth without adding a separate sales and marketing department.
Your qualified team scopes and delivers bookkeeping, accounting, tax, CFO, or advisory work. OCTA does not replace professional delivery.
The economics follow the agreed revenue-share model rather than a lead fee. Your firm keeps the majority of client revenue. Customer volume and revenue are not guaranteed.
Questions firms ask
Your firm does. OCTA is a fintech and growth partner, not an accounting provider. Your qualified team controls scope, pricing, compliance, and professional delivery.
No. Calculator outputs are illustrative planning scenarios, not forecasts or guarantees. Actual volume depends on the agreed pilot and market response.
Choose a monthly OCTA plan: Starter at $800/mo with a 60% OCTA share, Practice at $1,200/mo with a 30% OCTA share, or Firm at $2,500/mo with a 20% OCTA share. Your firm keeps 40%, 70%, or 80% of customer revenue, respectively.
No. Applying starts a fit conversation. Neither side is committed until responsibilities and commercial terms are agreed in writing.
Partner application
Tell us what you deliver, where you operate, and how many new customers you can serve. Applying takes a few minutes and does not commit either side to commercial terms.