💼 CPA Partner Program

The CPA Partner Program — for Minnesota accounting firms

White-label employee health plan enrollment, override commission paid per enrolled employee (not per plan), no per-plan minimums, MN-specific compliance nuance for Paid Family Leave and Secure Choice, an audit-season firewall that keeps implementation out of your busy-season workpapers, and a client-retention upsell that turns your firm into the strategic benefits advisor. The CPA Partner Program is structured around what MN accounting firms actually bill around today.

Minnesota CPAs
White-label materials
No per-plan minimums

A CPA partnership that pays per enrolled employee

The Roc Partner Program compensates you for every employee who enrolls in your firm's white-label EHP — not for every plan sold. A single enrolled employee from your client roster qualifies the engagement for override commission. We run the implementation behind the scenes so your firm stays out of busy-season workpapers, and the MN-specific compliance nuance (Paid Family Leave 2026, Secure Choice 2026, MN Notice 2025 audit cycle) rides on us.

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Roc Partner Program
For Minnesota accounting firms
What the program delivers

Six partner-program benefits

Each one is structural — built into how we scope the engagement, what we put on the enrollment kit, and how override commission flows back to your firm.

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White-Label Enrollment

Enrollment kit, employee-facing communications, and FAQ documentation all carry your firm's branding. Your client sees your firm running point — we work invisibly in the back end.

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Override Commission Per Employee

Override commission is paid per enrolled employee, not per plan sold. We align the program so your firm gets paid for the actual outcome — employees who stay enrolled month after month.

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No Per-Plan Minimums

A single enrolled employee from one of your clients qualifies the engagement for override commission. There are no volume thresholds to meet, no per-plan commitments, no minimums.

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MN Compliance Nuance

Paid Family Leave (effective January 1, 2026) and MN Secure Choice ride alongside the MN Notice 2025 audit cycle. Our enrollment kit accounts for each, so your client is positioned before the mandates hit.

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Audit-Season Firewall

We run the EHP implementation on a parallel track — payroll integration, employee enrollment, compliance documentation — so your January–April workpapers stay focused on tax and audit.

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Client-Retention Upsell

Once you deliver a measurable savings outcome, you stop being the form-filer and become the strategic benefits advisor. Retention compounds — clients refer peers who refer peers.

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Outreach Roster

Eight Minnesota CPA firms, eight research-derived hooks

The current outreach roster — every firm is on mncpa.org, every hook is based on a confirmed talking point once the cold-email sending domain goes live.

Wipfli
Mid-market MN employer benefits depth — Drozdowicz lead hook for white-label enrollment.
Eide Bailly
Twin Cities regional presence — Wrapp lead hook for audit-season firewall.
Lurie
Established MN middle-market firm — Groves lead hook for client-retention upsell.
Schlenner Wenner
Discovery brief confirmed — per-employee override model fits their benefits practice.
Lindquist & Venaum
Construction and manufacturing clients — high W-2 headcount, high override upside.
Boulay
Mid-market MN employer focus — white-label enrollment fits their fractional-CFO model.
Boyum + Barner
SMB tax and advisory — audit-season firewall protects their January–April bandwidth.
Redpath
Twin Cities CPA firm with growing benefits practice — per-employee override model aligns.
How It Works

Four steps from referral to override commission.

01

You Refer a Lead

Identify clients with W-2 employees and an open benefits question. Send us the contact via the form below — ninety seconds total.

02

We Run a Confidential Screen

We screen quietly on a parallel track so the audit-season firewall holds — your January–April workpapers stay focused on tax and audit work, not benefits administration.

03

Joint Client Conversation

MN-specific compliance nuance (Paid Family Leave 2026, Secure Choice 2026, MN Notice 2025) gets walked through with your client under your firm's brand.

04

Override Commission Pays Out

Override commission is paid per enrolled employee — no per-plan minimums. One enrolled employee from your roster qualifies the engagement.


Common Questions

About the Roc Partner Program

How does the override commission work?
We pay the CPA an override commission for every employee who enrolls in the white-label EHP — paid per enrolled employee, not per plan sold. A single enrolled employee from your client roster is enough to qualify; there are no per-plan minimums.
What does “white-label” mean in practice?
White-label means the enrollment kit, employee communications, and FAQ documentation carry your firm's branding, not ours. Your client sees your firm running point on benefits — we do the back-end implementation invisibly.
How does this interact with Minnesota Paid Family Leave and Secure Choice?
Minnesota's Paid Family Leave takes effect January 1, 2026, and MN Secure Choice opens for enrollment that same year. Our EHP solutions are designed to pair with these mandates — restructuring benefits ahead of the MN Notice 2025 audit cycle offsets most of the new employer premium obligation.
What is the audit-season firewall?
The audit-season firewall keeps the EHP implementation out of your busy-season workpapers. We do the enrollment, payroll integration, and compliance documentation on a parallel track so your January–April engagement hours stay focused on tax and audit work.
Is there a minimum number of plans I need to refer?
No. The Roc Partner Program has no per-plan minimums. A single enrolled employee from one of your clients qualifies the engagement for override commission.
How is client retention affected?
When you bring an EHP solution to a client, you stop being the form-filer and become the strategic benefits advisor. Clients who see measurable savings from your referral retain the firm longer and refer peers — the Roc Partner Program is a client-retention upsell, not a one-time transaction.
Who handles enrollment communication with employees?
We do. The CPA's role is to introduce the engagement and sign off on the white-label materials. Employee-facing enrollment, FAQ documentation, and ongoing support all run through Roc — protecting your busy-season bandwidth.
How does CPA branding on the enrollment kit work?
We produce a customized enrollment kit in your firm's voice — letterhead, color palette, contact details — and ship it to the client under your brand. Most clients don't see our involvement at all; the engagement reads as your firm's value-add.
Affiliate Inquiry

Become a Roc Partner

Self-serve opt-in for the eight profiled Minnesota accounting firms on our outreach roster. Tell us a little about your practice and we'll reach out once partner onboarding opens.

✓ Received. We'll reach out once partner onboarding opens.
Schedule a demo

Book a 20-minute demo

Twenty minutes on Zoom. We'll walk through the white-label kit, the per-enrolled-employee override model, and the MN-specific compliance nuance. Your firm walks away with a confirmed pilot path for one client.

✓ Booked. We've received your demo request and will email a calendar link within one business day.

One client pilot. Twenty minutes. Real override commission.

No per-plan minimums. No per-plan commitments. Just a per-enrolled-employee model that fits how MN accounting firms actually bill.

Book a 20-minute demo →
Book a 20-minute demo — override commission, per enrolled employee. Book a Demo →
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