The management company for accounting firms.
We run everything around the work. You do the work.
Marketing, intake, billing follow-up, owner dashboards, tool consolidation, recruiting ops: Signal runs the business around your practice under one fee, a percentage of collections. Dental has DSOs. Medical has MSOs. Hotels have management companies. Now accounting firms do too.
Built for owner-operated firms between $500k and $2M in collections
5% on the book you built. 10% only on growth we deliver.
No retainers. No hourly. Every fee is a percentage of a number you can see, and our rate only goes up if your top line does.
Your trailing-12 collections at signing become the baseline, stated in the agreement and adjusted for inflation each year. Everything up to it is billed at 5%. Everything above it, the growth, is billed at 10%. If the book shrinks, the formula charges 5% of actuals. The bank account is the referee.
The fee replaces cost you already carry
Most firms your size are already paying for the things we run, in salaries, subscriptions, and retainers that do not talk to each other.
$50k to $60k
Office admin
Nobody gets fired. As attrition happens, you stop replacing, because intake, scheduling, billing follow-up, and inbox triage run on our systems.
$10k to $20k
Tool stack
The CRM, the scheduler, the e-sign tool, the portal, the dashboard subscriptions. We consolidate them, run what remains, and audit the spend every year.
$24k to $60k
Marketing retainer
The agency retainer goes away. Outbound, local SEO, reviews, listings, content, and ads management are inside the fee. Ad spend stays yours, passed through at cost.
A typical $800k firm displaces $80k or more of cost for a $48k year-one fee.
Your bottom line improves before growth is even counted.
Everything around the work
One fee. Always-on. If it runs on software, data, or agent time, it is inside the percentage.
Growth engine
Prospect targeting from a national firm dataset, cold outbound, local SEO and reviews, listings, content on a set cadence, paid ads management, and a tax-research desk your firm resells as advisory work.
Sales and intake
CRM setup, pipeline automation, booking and routing, intake forms, follow-up sequences, proposal and engagement-letter automation. We hand you booked, qualified meetings. You close.
Billing and cash
Invoicing automation, payment rails, AR follow-up on current work, and fee-schedule and revenue-leakage analysis. We defend the same collections number we are paid on.
Owner intelligence
System connections and a data pipeline, a live owner dashboard, a monthly scorecard, peer benchmarking, an annual expense audit, and an annual planning model.
Practice infrastructure
Tool consolidation and vendor management, email and deliverability, client portal, document intake and e-sign, deadline tracking, inbox triage, payroll orchestration, and the talent funnel.
Exit readiness
SOP documentation, a clean data room, and an annual valuation estimate. The book gets more sellable every year we run it, whether or not you ever sell.
What we never do, stated proudly
Your production work. Returns, books, attest, advisory: that is your license, your liability, and your client relationship. We are structurally incapable of competing with you, and that is by design.
We run everything around the work. You do the work.
The diagnostic comes first. The proposal is a findings report.
We review the data first, then we agree. At every step you give the smallest input that produces a finding about your firm, reconciled to numbers you already know.
Four numbers
Trailing-12 collections, total clients, business clients among them, headcount. We return your firm in four numbers against the peer set: a valuation range, collections per head, revenue per client, and the shape of your book.
A 15-minute walkthrough
You narrate your top clients. No documents. We map where the book actually came from, the referral concentration, and what breaks if a key person leaves.
The readout
Found money, itemized from your own numbers, and identified growth, sized in ranges. The found money must exceed our base fee before we offer a contract. The close is arithmetic, not faith.
No system access before signing
Connecting QuickBooks and your practice stack is the first month's deliverable inside the contract: read-only, revocable, and verified against the readout. It is never a condition of talking to us.
And if the verified numbers do not support the readout within the first 60 to 90 days, either party can exit and fees are refunded. You do not have to believe us; the agreement makes disbelief cost you nothing.
If the diagnostic doesn't find annual value exceeding our base fee, we'll tell you you're not a fit.
Live data, not testimonials
We do not sell stories. The proof is your benchmark against a national dataset of CPA and bookkeeping firms, your displacement math computed from your own numbers, and a live dashboard once we run your systems. You see the numbers before you pay us a dollar.
Run the firm. We'll run the rest.
Four numbers and fifteen minutes get you a findings report on your own firm. That is the whole ask.