PARTNER PRICING

Partner pricing.

Choose how we work together. Agree on the scope and price.

See pricing by pathway Estimate your cost

CHOOSE HOW WE WORK TOGETHER

Pricing by pathway.

Referral

We bill the client.

Introduce a client. Earn an agreed referral fee.

Cost to refer: $0
Referral fee: Agreed %
Paid after: Client payment

Referral terms

Your firm receives the agreed fee monthly as eligible client payments are collected. Confirm the percentage, eligibility and covered services in writing before the engagement begins.

The agreed fee applies to eligible professional service fees from the initial contracted project.
Software licenses, taxes, travel and reimbursed expenses are excluded.
Payouts follow eligible cash collected, including partial invoice payments.
Future projects and recurring services require a separate compensation agreement.

Illustrative payout example

Assuming a separately agreed 10% referral fee on $20,000 of eligible services, the potential fee is $2,000. A $5,000 eligible client payment collected would produce a $500 payout. The actual percentage is negotiated; 10% is an example, not a confirmed rate.

For CPA firms: Confirm eligibility before agreeing to compensation. AICPA rules prohibit commissions for certain client relationships, including audit and review clients, and require written disclosure of permitted commissions and referral fees. Applicable state rules must also be checked. AICPA Code, sections 1.520.001 and 1.520.080 ↗

See the referral process

Shared delivery

PART OF THE PROJECT

Your team leads. We fill a defined role or workstream.

Direct client billing available.

Implementation: $150 / hour
Presales: $225 / hour
Coordination: $100 / hour

One time onboarding

Quoted to scope

Scope & onboarding

Your team leads the overall project. We own the defined role or workstream. We can contract with and bill the client directly for our scope, or bill your firm under an agreed subcontract.

Agree on an hourly budget or fixed project fee before delivery. Specialist construction work, support, recovery and reserved capacity need a custom quote.

When partner specific setup is needed, we agree on a fixed onboarding fee for the initial team, preparation tasks and deliverables.

Implementation methodology, templates and documentation
Project management, time entry and support systems
Client communication and branding
Roles, approvals and escalation processes

Deliverables: a partner delivery playbook and initial team readiness checklist. Additional onboarding scope is agreed before further charges apply.

Estimate fees

White label delivery

THE WHOLE PROJECT

We fully integrate into your team and run the client project under your brand.

We bill you. You bill the client.

Implementation: $175 / hour
Presales: $225 / hour
Coordination: $100 / hour

One time onboarding

Quoted to scope

Scope & onboarding

We assimilate into your methodology, systems and client communication to take responsibility for the whole agreed project. The higher implementation rate reflects full project responsibility and deeper team integration.

Agree on an hourly budget or fixed project fee before delivery. Specialist construction work, support, recovery and reserved capacity need a custom quote.

When partner specific setup is needed, we agree on a fixed onboarding fee for the initial team, preparation tasks and deliverables.

Implementation methodology, templates and documentation
Project management, time entry and support systems
Client communication and branding
Roles, approvals and escalation processes

Deliverables: a partner delivery playbook and initial team readiness checklist. Additional onboarding scope is agreed before further charges apply.

Example: 20 implementation hours within a white label project × $175 = $3,500 to your firm, plus any separately agreed onboarding fee. Full project fees depend on all agreed hours and deliverables.

Estimate fees

Client side assistance

We bill the client.

Extra help for your internal project team.

Project work: Quoted to scope
Ongoing help: Custom agreement
Referring VAR earns: Agreed %

Scope & referral fee

Agree on a project fee or hourly budget based on the tasks, expected effort and responsibilities. This custom service is excluded from the standard estimator.

For a registered VAR introduction, agree the referral percentage and eligible services in writing before the engagement begins. Referral fees are paid monthly as eligible client payments are collected. See referral terms.

Data preparation, testing, training or coordination tasks to cover
Expected hours, timing, working rhythm and handoffs
Client decision makers and deliverable approval owners
Any required reserved capacity and its commercial terms

Scope assistance

USD planning rates. Final scope and fees agreed in writing. Software, taxes and other costs are additional. Custom services are quoted separately.

INTERACTIVE PARTNER ESTIMATOR

Estimate your service fees.

Estimate implementation, presales and coordination hours. Onboarding is quoted separately.

ILLUSTRATIVE SERVICE ESTIMATE

Partner onboarding, if neededQuoted separately

ESTIMATED SERVICE FEES$8,150.00

YOUR FIRM’S MODELED CLIENT SERVICE PRICE$10,866.67

Gross profit before onboarding and internal costs$2,716.67

Modeled gross margin25.0%

Service hours only. Add onboarding and other costs when setting your client price.

Estimate assumptions

Planning tool only. Enter 0 for work you do not need. Partner onboarding, internal costs, taxes, travel, software, third party charges, data migration, technical services and other custom services are excluded. Resale figures apply when your firm resells our service work. For direct client billing, we scope and invoice our workstream separately. Your firm sets its client price. The final quote confirms the delivery scope, any onboarding fee and availability.

SERVICE AGREEMENTS

Custom service agreements.

Define the coverage, responsibilities and budget for ongoing or specialist work.

DATA MIGRATION & TECHNICAL SERVICES

Quoted to scope

Data migration, validation, cutover and ERP technical assistance.

Scope details

Review source and target systems, record types, data volume, years of history and data quality. Agree on mapping, cleanup, test imports, reconciliation and acceptance criteria, or the specific technical issue to resolve.

Confirm responsibilities, deliverables and an hourly budget or project fee before work begins. This custom work is excluded from the standard estimator.

A migration workstream can use shared delivery while the VAR leads the implementation.

ONGOING SUPPORT

Defined support coverage

Agree on coverage, included hours and response targets.

Scope details

Begin with a queue review or pilot. For recurring support, agree on a monthly retainer or hour block with supported clients, products, coverage hours, response targets, included hours or ticket scope and overage handling.

Custom agreement based on expected demand and responsibilities.

Scope support coverage

PROJECT RECOVERY

Assessment, then stabilization

Start with a paid assessment. Scope recovery after the findings.

Scope details

Agree on a paid assessment and its deliverables first. Price remediation after the findings, using a defined project scope or an hourly budget with priorities and milestones.

Assessment and remediation are separate scopes.

Start a recovery conversation

CLIENT SIDE ASSISTANCE

A workstream or fractional role

Add capacity for data, testing, training or coordination.

Scope details

Define the internal tasks to cover, expected hours, working rhythm and handoffs to the VAR. Use a scoped workstream, hourly budget or a separate agreement for reserved capacity.

Direct client and partner led arrangements can be scoped.

Plan client team support

Data migration, technical services, support coverage, recovery work and client side assistance require a custom quote and are excluded from the estimator. Your service agreement defines any included hours, coverage or reserved capacity.

BEFORE WE BEGIN

Pricing questions.

How are shared delivery and white label different?

Shared delivery: your team leads the project and Delta GAAP handles a defined part. White label: Delta GAAP fully assimilates into your team, works directly with your client under your brand and takes responsibility for the whole agreed project. The white label implementation rate reflects that broader responsibility.

Can shared delivery be billed to the client directly?

Yes. Delta GAAP can contract with and invoice the client for its defined workstream while your firm leads the overall project. If you prefer a subcontract, we can bill your firm instead. Agree on scope, client communication and billing before work begins.

How is white label delivery billed?

Your firm contracts with and invoices the client. Delta GAAP invoices your firm for full project delivery, using an agreed hourly budget or project fee. Where partner specific preparation is needed, a one time onboarding and alignment fee is quoted separately. Ongoing support and reserved capacity use separately scoped service agreements.

Is there a monthly membership fee?

No. Engagements are priced around the agreed work. Partner specific onboarding and alignment is a one time fee quoted to scope. Recurring support or reserved capacity may use a monthly service agreement with defined coverage, hours or responsibilities.

When does the onboarding fee apply?

It applies when the agreed initial consultant team needs preparation to work within your methodology, systems and client standards, particularly for white label or shared delivery. We review the required setup and agree on a fixed fee before starting.

What do we receive from onboarding?

The agreed team is oriented to your delivery process, systems, communication expectations and responsibilities. Deliverables include a documented partner delivery playbook and a readiness checklist for the initial team.

Is onboarding charged for every project?

The initial fee covers the team and setup scope named in the onboarding agreement. Any additional onboarding requirements are reviewed and agreed separately. Client project work has its own delivery scope and pricing.

Does onboarding reserve consultant hours?

Onboarding covers preparation. Named resources, committed start dates, delivery hours, response targets and reserved capacity must be defined in the relevant service agreement.

Can we set our own client price?

For an agreed subcontract or white label arrangement, your firm defines its client price and responsibilities under its own contract. Confirm scope, billing and any resale restrictions in the agreement.

What are the commitment and cancellation terms?

Payment timing, commitments, cancellation terms and any usage or rollover rules for purchased hour blocks are confirmed in the relevant agreement before work begins.

Does this include Sage or other software licenses?

Software licenses, taxes, travel and third party charges are separate from Delta GAAP’s service and onboarding fees unless expressly included in your quote.

YOUR NEXT STEP

Plan your partnership.

Bring one opportunity and we’ll define a practical starting point.

Find your engagement