Sole Practitioners and Micro Firms

Overworked and underpaid sole CPA practitioners are increasingly deciding to merge their practice into Dark Horse CPAs. As a Dark Horse Principal, they gain the resources needed to scale their book of business, increase their fees, work more efficiently and join a collaborative team that helps them handle any tax or accounting issues with clients that may arise during client service. The Dark Horse model removes the ceiling on their earnings and helps them live a more balanced life.

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Pain Points

If you are like many people working in Public Accounting, the following Pain Points may have crossed your mind...

How can I command a premium price for my services?
Who do I go to if I need to spot check my work?
What technology is best suited to service my clients and to work efficiently?
How do I scale my operation over time?
How can I formally collaborate with like-minded peers?
How to I stay relevant with my branding and online presence?

Our Dark Horse platform.

The Dark Horse Platform includes all the technology, collaboration, and operational systems needed to operate a successful practice. When we built the company, we thought about everything a sole practitioner would need to succeed and brought those things together. We also understand the need to "go at it together" rather than alone, which is the single greatest piece of the puzzle that Dark Horse can bring you.

The Dark Horse difference.

Support On All Sides

Hands-off compliance

You’ll be covered by the Peer Reviews we do at a firm-level, and you won’t have to worry about administering your own corporation, payroll, professional liability insurance, etc.

On-demand fractional and full-time staffing

We have both domestic and overseas staff that can handle everything from administrative work to accounting and tax work. You can hire your own support as well.

A supportive peer group that will help you GROW!

Dark Horse CPAs stick together. We help each other grow in all areas of accounting and tax and emerging issues (think COVID-relief legislation, changing tax guidance, etc.)

Support On All Sides
Transition Breakdown

Transition breakdown.

Everyone's business and client base are unique. Our transition plan is customized to each incoming Principal. In general, it starts with outlining client scope and type, crafting communication, rolling up software licenses, and promoting the new addition in our public platforms. It is a 4-6 week process with dedicated support from key executives during the entire transition.

Success Stories

Timeline

Week 1
Week 2
Week 3
Week 4
Week 5
Consistent (but not overwhelming) communication is critical to the transition. We recommend sending 3 emails during the process. The first announces the changes, answers some FAQs and describes next steps. The second has the Dark Horse engagement letter and education on any software changes (ShareFile, etc.) they would need to know about. The third is a thank you and welcome to the Dark Horse family.
Determining where the primary support needs are in relation to the types of clients being moved over. Allocating certain deliverables and workload to key individuals as well as identifying additional hires/support needs.
Consistent (but not overwhelming) communication is critical to the transition. We recommend sending 3 emails during the process. The first announces the changes, answers some FAQs and describes next steps. The second has the Dark Horse engagement letter and education on any software changes (ShareFile, etc.) they would need to know about. The third is a thank you and welcome to the Dark Horse family.
Identifying all key client information that must be transited into our software. This includes all tax related software, CRM/Contact information and any additional information relevant to the ongoing business.
Based on the types of engagements identified above, we send specific engagement letters with the client and DH, which would be sent in the second communication.
Begin the announcement on LinkedIn, and any public facing sites that showcase you professionally.
Update the Dark Horse Website and submit a Press Release sharing about your transition to Dark Horse and welcoming you to the family.

Tough questions answered.

Success stories.

Having the support of a person who ‘gets it’ is amazing – life-changing! I actually took my first spring break vacation in 20 years.
Suzi Drennen
North County, San Diego
Read the Story

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