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Whole sale rate for CPAs  


Joined: 8 months ago
Posts: 2
25/11/2019 10:03 am  

Hi everyone,

Last week I met a local CPA for a meeting to get some business from him and also to refer clients to each other. During the meeting, he asked me, 'what is your whole sale rate' for CPAs. I told him that I have never heard of such a term and I will let you know within few days. Can someone guide me about 'whole sale rate' issue related to CPAs? How does it work? What are the pro and cons related to this rate? If it matters, I live in Potomac Falls, VA and it is part of Washington DC metro area. I am meeting another CPA in 2 weeks and I want to be ready in case she also asks me the same question.

Any help will be appreciated. Thank you in advance.

Manjit Sahai

 Casey Stokes
(@Casey Stokes)
Joined: 7 months ago
Posts: 19
26/11/2019 2:16 pm  

Sounds to me like the CPA is expecting a discounted rate from you, so he can bill it at a higher rate, and get a profit.  I don't work for CPA's at wholesale....I charge them my going rate.

Joined: 8 months ago
Posts: 2
30/11/2019 7:34 pm  

Thank you Casey. That is what I was thinking too. It was loud and clear that he was very money conscious person. I am not very hopeful for getting any business from this guy. 


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