Let’s break it down simply. You’ll form a partnership LLC with Incite, but it’s mostly a placeholder – think of it as a container for your clients. It won’t handle money, so you’ll file a zero return annually. For the financial side, you’ll have your own S corporation that owns your share in this partnership. That’s where your compensation flows through.

Absolutely. Incite’s beauty lies in its flexibility. Fancy bookkeeping? Go for it. Want to dive into cash flow consulting? The stage is yours. We’ve got folks specializing in everything from Fractional CFO services to business valuations. Your career here is yours to shape.

Yes. Joining us as an Incite Licensed Partner does require a $5,000 cash investment, which comes with a 100% money back guarantee.

There’s no shortage of leads, thanks to our brand’s strength. Your client base will grow based on your capacity and preferences. It’s not about seniority; it’s about managing your growth effectively. We’re here to support that.

You can drop your website; all marketing funnels through the Incite Tax site. You can keep your domain, but we’d redirect it to ours. Less hassle for you, more consistent branding for us.

You’re part of the Incite team now, so you can have cards with our branding. But honestly, we’ve found them to be a bit old-school and not that effective.

Feel free to meet with your referrals, but our sales team tends to get better deals and are happy to handle this for you. They’re treated like any other client in your portfolio, ensuring consistency and professionalism.

Sure, you can do them, but they’re off the Incite grid. You won’t use our team or include these in our systems. It’s a solo mission outside of Incite’s CRM, contract management, and the help of our support teams.

Incite handles the pricing. You meet clients after they’ve agreed to our terms. We mostly do flat rates, but you’re free to set your own for hourly work, provided it’s above our suggested minimum.

While our E&O insurance covers you, it’s wise to have your own tied to your LLC. We can recommend someone if you need it.

Correct. It’s a holding entity for your client list. It won’t handle money, so it’s more about organization than financial transactions.

Our success hinges on yours. We have a comprehensive onboarding process and ongoing training sessions that are optional but beneficial. It’s about getting you up to speed and keeping you there.

As an independent contractor, you’re free to manage your time. Just ensure it doesn’t conflict with any existing employment agreements.

You’ll get paid through your S Corp, which owns your share of the partnership. This means no W2 or 1099 forms from us.

You start with a 50% share, but it can increase. It’s based on collections from your clients, minus certain deductions like support hours, marketing costs, and any benefits you opt into.

You may cover some marketing costs for your clients, but it’s only on what you earn from them. It varies but is always transparent. Right now it’s 5% and the highest it has been is 10%.

We focus more on revenue sharing than a fixed licensing fee.

No worries, you’ll use our Intuit access for managing QuickBooks Online clients.

We recommend using the Incite team, as we trust our hiring process and it ensures consistency in service quality.

Each family member would need to qualify independently as an Incite Licensed Partner. You can pay them out of your earnings, but they won’t have direct access to Incite resources or intellectual property.

It’s more about employees you hire outside of Incite, which is rare given our current structure. You get 20 hours a week of our team’s support, and anything above that is on your dime.

Yes, if you opt for a leased employee, you’re responsible for their work. This differs from using our pooled resources.

Any additional hours beyond the covered 20 per week are your responsibility. We calculate this before finalizing your payment.

Yes, the 20 hours cover both. However, our data shows that specializing in tax work tends to be more lucrative than bookkeeping or a mix.

No, it’s included in the profit-sharing calculation.