FOR FORWARD-LOOKING CPA FIRMS: THE OAKSPRING ADVISOR PROGRAM
Launch AI advisory in 3 days. Target your first paid engagement within 15.
Turn the client relationships you already own into a new recurring advisory revenue line. Oakspring analyzes the book, builds the offer, leads the sales process, and delivers the work behind your firm's brand.
Free analysis · No client data required · No obligation
As seen in
Fifteen days is a target for the first paid client engagement, subject to approved client access, responsiveness, and normal sales conditions.
Experience behind Oakspring
Former Big Four partners. Cross-industry operating and technology experience.
The market is moving
Your clients will buy AI from someone.
The question is whether that new revenue and strategic relevance stay inside your firm—or move to a technology vendor outside it.
You already own the hardest part: trusted relationships with business owners.
- 01
The spend leaves your firm
Clients are already buying AI, automation, cybersecurity, and technology advice. When an outside vendor owns that conversation, it captures the revenue and gains strategic influence with your client.
- 02
Building internally is a second business
A credible practice requires technical sales, senior engineers, security expertise, implementation, training, and ongoing support—not a single AI hire or a software subscription.
- 03
Larger firms are moving down-market
The largest advisory firms and PE-backed platforms are using technology to broaden their services, lower delivery costs, and compete for relationships historically owned by regional firms.
The Oakspring Advisor Partnership
An entire advisory practice. Ready for outreach in 3 days.
Oakspring supplies the commercial and technical team required to turn demand for AI into a recurring service line under your firm's brand.
Your clients. Your brand. A complete team behind you.
Free analysis · No client data required · No obligation
Everything Oakspring handles
- 01Free client-book opportunity analysis
- 02Initial account scoring and prioritization
- 03White-label offer, messaging, and sales materials
- 04Client discovery, ROI cases, and sales leadership
- 05Recurring year-long AI advisory delivery for end clients
- 06Custom AI engineering and integrations
- 07Cybersecurity and data-governance support
- 08Implementation, training, and ongoing support
What your firm does
Two working sessions. Approve the clients. Open the relationship. Oakspring carries the rest.
Speed is how we operate
Launch in 3 days. First revenue targeted by day 15.
We do not spend months “setting up a practice.” We build the minimum complete commercial system required to begin approved client conversations immediately.
The 15-day milestone is a target, not a guarantee. Timing depends on approved client access, responsiveness, fit, contracting, and normal sales conditions.
Day 0
Free client-book analysis
We model the opportunity, identify the strongest account profiles, and give your leadership team an economic view before launch.
Day 1
Program working session
We align on client eligibility, firm requirements, positioning, economics, approval rules, and the first target group.
Day 2
Offer and pipeline built
Oakspring prepares the white-label offer, outreach language, meeting narrative, sales materials, and prioritized account plan.
Day 3
Approved outreach begins
The Advisor Program is commercially ready. Oakspring begins the approved client conversations behind your firm’s brand.
Days 4–10
Discovery and ROI meetings
We lead client discussions, uncover high-value opportunities, quantify the business case, and shape the first advisory engagement.
Days 11–15
Proposal and first close target
We progress qualified conversations through proposal and contracting, targeting the first paid engagement within 15 days.
What your clients buy
Recurring advisory first. Custom builds second.
The first engagement is a one-year AI advisory subscription. It creates an immediate recurring revenue relationship, gives us weekly access to the business, and produces the roadmap for larger custom implementations.
The recurring foundation
01One-year AI advisory subscription
- —Weekly AI office hours for leadership and operating teams
- —Continuous opportunity identification and prioritization
- —AI roadmap, vendor evaluation, and implementation guidance
- —Data, cybersecurity, and governance coordination
- —Ongoing employee education and adoption support
The expansion revenue
02Custom AI builds and implementation
- —AI agents and workflow automation
- —Internal knowledge and document systems
- —Revenue, CRM, and data-intelligence tools
- —Custom applications, integrations, and secure deployment
- —Implementation, training, maintenance, and expansion
This structure gives the CPA firm recurring revenue immediately while allowing every custom build to begin with a real business need—not a speculative technology pitch.
Advise → Identify → Build → Expand
The decision
There are four ways to respond to client demand for AI.
| Option | Cost to start | Speed | Operating burden | Client position |
|---|---|---|---|---|
| Build internally | High fixed cost | 6–12+ months | You recruit and manage | You retain it |
| Refer it away | Low | Fast | Low | Strategic influence leaves |
| Buy a platform | Subscription + team | Variable | You still sell and deliver | Vendor-dependent |
| Oakspring Advisor Program | $0 upfront | Outreach in 3 days | Oakspring carries it | Your firm stays in front |
The guarantee
We do not get paid until your firm does.
Oakspring funds the launch and carries the sales and delivery burden. Our economics come only from the new revenue we help your firm create.
Your existing revenue never funds our launch.
Free analysis · No client data required · No obligation
- 01
$0 upfront
Your firm pays no launch fee, retainer, or technology buildout cost to activate the Advisor Program.
- 02
Paid from new money
Oakspring earns its share only after your firm is paid from revenue created through the program.
- 03
No hiring risk
No engineers, technical sellers, security team, or implementation staff added to your payroll.
- 04
No client surprises
Your firm approves the clients, positioning, and outreach approach before a conversation begins.
- 05
No delivery burden
Oakspring leads the sales process and owns the advisory, engineering, implementation, and support workload.
- 06
No relationship grab
The program operates behind your brand, with client-protection expectations defined in the partner agreement.
The free analysis
Find the recurring revenue already sitting inside your client book.
Enter only the number of business clients in each revenue range. You will see a preliminary estimate before providing your name, email, or phone number.
Free analysis · No client data required · No obligation
Estimates are illustrative. They depend on client fit, adoption, identified opportunities, engagement scope, collected revenue, and other factors. Firm-value illustrations are not a valuation, projection, or guarantee of results.
Relationship protection
You remain the trusted advisor.
The program is designed to extend what your firm can deliver—not insert Oakspring between you and the relationships you built.
- 01
Your firm approves every client
Nothing moves into outreach without approval of the account and the relationship approach.
- 02
Your brand stays in front
Oakspring supplies the commercial and technical engine behind the firm’s client experience.
- 03
Independence is screened
Client eligibility and engagement structure are reviewed against the firm’s applicable requirements.
- 04
Access is scoped
Systems and teams receive only the data and permissions required for the approved use case.
- 05
Delivery stays with Oakspring
The CPA firm is not expected to manage engineers, integrations, AI models, or technical support.
Managing-partner diligence
The questions that should be answered before you say yes.
The next 60 seconds
See whether your client book can support a new recurring advisory revenue line.
Start with the free analysis. If the economics make sense, Oakspring can have the program ready for approved outreach in three days—with $0 upfront cost to your firm.
Free analysis · No client data required · No obligation
Oakspring is paid only after your firm is paid