OZXpro is priced to what you actually run
Every engagement is built the same way, whether you are a CPA firm administering client funds or a QOF manager running your own. Same platform. Same audit trail. Sized to your book, not a public rate card.
ANNUAL PLATFORM SUBSCRIPTION
Single number, paid annually. Sized to the number of QOFs your firm administers and the total assets under management across those funds. This is the only recurring component required.
IMPLEMENTATION SERVICES
Covers branding, single sign-on setup, systems data migration for your existing QOFs, and training for your team. Paid at kickoff. Standard implementation usually takes four to six weeks.
OZXpro SUCCESS PLAN
Monthly retainer for direct access to our OZ specialists and thought leaders. Audit defense support, OBBBA interpretation, and the complex compliance questions that do not have clean answers in the regs. Some firms add this as their QOF book of business grows.
Two ways to engage
For CPA firms
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White-label or co-branded, deployed inside your practice
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Every QOF client in your book on one platform
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Billable to clients as part of your engagement
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Your logo, your colors, your URL
For QOF managers
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Your fund, your entities, your investors in one system of record
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Live test status, defensible documentation, investor-ready reporting
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Engage with us directly, or through your CPA
Engagements are sized to what you run.
A regional firm administering thirty QOF clients and a manager running one fund should not pay the same price. Public pricing would over-charge one or under-charge the other. We price each engagement against the specific firm or fund, the specific structure, and the specific scope.
The conversation always starts the same way. A thirty-minute call. We learn your practice. You see the platform. Within five business days you have a written proposal you can take to your partners or investment committee.