Grow your accounting firm without building a sales and marketing team.

OCTA helps your firm win more clients and grow revenue. You keep your brand, your clients, and most of the revenue.

Illustrative opportunity calculator

Enter new customers per month and monthly service revenue per customer. Compare the growth investment required yourself with three OCTA models: OCTA receives 60% with $199 upfront, 30% with $999 upfront, or 20% with $1,999 upfront.

Illustrative only. This is not an offer, market benchmark, forecast, or guarantee of customers, revenue, profit, savings, or results.

A different way to grow

OCTA helps your firm win more clients through a revenue-share partnership. Your firm keeps its brand, client relationships, and the majority of client revenue while staying focused on professional delivery.

Questions firms ask

Your firm delivers the accounting service. OCTA does not guarantee customers or revenue. Applying starts a fit conversation and does not commit either side.

See if your firm is a fit

Share your contact details, services, geography, and available capacity. Your calculator assumptions and selected package carry into the application automatically.