Set the Fee, Keep the Margin
You pay STEPS for the work and bill your client at your own rate. Compliance renews annually, so it's recurring revenue rather than one-time formation work.
Accounting Partner Program
Bill for the Services
You Currently Refer Out.
Your clients already ask about business formation, licensing, registered agents, virtual offices, and compliance. STEPS delivers all of it under your firm's brand — you set the fee and keep the margin.
Your Firm
Advisory, your fee, your client
STEPS
Formation, licensing & compliance infrastructure
Services delivered through your firm, under your brand
Why CPA Firms Partner With STEPS
Beyond Tax and Advisory
Formation, licensing, registered agent, virtual office, document management, and compliance, all delivered by STEPS. Insurance quotes are gathered and passed to a licensed partner agency.
You Stay the Only Advisor
Your client works with your firm. We never market or sell to your clients.
No Minimum, No Subscription
Free to join, no subscription, and no minimum client volume. Offer it when a client needs it.
How It Works
You Offer It. We Deliver It. You Bill for It.
You Add It to Your Services
Formation, licensing, registered agent, virtual office, and compliance become part of what your firm offers — priced however you choose.
We Deliver It Under Your Brand
STEPS files the formations and license applications, serves as registered agent, and tracks compliance — with your firm's branding on the client-facing work.
You Keep the Difference
You bill your client at your rate. STEPS bills your firm for the work. The spread is your margin.
Frequently Asked Questions
You mark up what you outsource. STEPS bills your firm for the work; your firm bills the client at the rate you set. Because compliance renews annually, that revenue repeats rather than being one-time formation work.
No. Joining is free, there's no subscription, and no minimum client volume. Your firm simply offers the expanded services when clients need them.
Mostly. Your firm's brand is on the client-facing experience, though some areas carry a “Powered by STEPS” attribution — close to complete rather than total.
Yes. STEPS specializes in helping international founders form U.S. entities, including obtaining an EIN without an SSN, so your overseas clients are fully covered.
Most LLC and corporation filings complete in 3-7 business days, depending on the state.
Yes. STEPS supports existing businesses with compliance, registered agent, business licensing, document management, virtual office, and other ongoing business needs, all delivered through your firm.
Your firm — you're the client's advisor and the relationship is yours. STEPS does the underlying filing and compliance work, and contacts your client directly only when the work itself requires it.
Your Clients Are Already Asking. Give Them an Answer.
Join the STEPS Accounting Partner Program — free to join, no minimum client volume, cancel anytime.
No cost to join. No minimum client volume required.