TradeFirm Tax and Accounting

TradeFirm Tax & Accounting Franchise Opportunity

Own the Accounting Firm Built Exclusively for the Trades

Why TradeFirm?

Are you ready to build a business that gives trades professionals the financial partner they’ve never had?

TradeFirm is a specialized accounting and advisory firm built exclusively for trades businesses, electricians, plumbers, HVAC companies, roofers, and contractors. We deliver bookkeeping, tax planning, CPA advisory, payroll, and year-round tax prep through one flat monthly plan.

TradeFirm was founded by CPA Hope St. Clair and Chief Growth Officer Erin Preiser, who spent years growing a multi-million-dollar accounting practice in North Georgia. Along the way, they kept seeing the same problem: trades business owners handed off to generalist accountants who didn’t understand job costing, equipment depreciation, or the seasonal swings of the trades. TradeFirm was built to close that gap.

That same model, and the systems behind it, is now ready to open in new markets. As a TradeFirm franchisee, you’re not starting from scratch. You’re stepping into a proven system in a category almost no one else has claimed.

Own a business that owns its niche.

Why TradeFirm Wins

Generalist accounting firms treat every client the same. TradeFirm doesn’t, and that focus is the business.

A Focused, Defensible Niche

TradeFirm serves trades businesses exclusively, so franchisees compete in a category instead of fighting every CPA in town.

Recurring Revenue

Clients pay a flat monthly fee, not a once-a-year invoice, which smooths out the feast-or-famine cycle other firms live with.

A Proven, Working System

The sales process, onboarding, and training program are already built and tested. Franchisees skip the years most new firms spend figuring it out.

Year-Round Value

TradeFirm delivers proactive planning instead of reactive filing, keeping clients engaged every month, not just in April.

A Built-In Marketing Engine

Franchisees launch with lead generation systems and marketing support already in place.

Exclusive Territory

Each franchisee owns a protected market area, not a shared one.

Our Ideal Franchisee

You don’t need to invent the systems. You need the drive to run them.

TradeFirm is built for professionals who understand numbers and people in equal measure.

Licensed CPA or EA

You hold an active license in your state, or can hire someone who does.

Natural Relationship-Builder

You earn trust easily with business owners.

Organized and Deadline-Driven

You thrive managing a fast-paced, detail-heavy business.

High Personal Standards

Clients are trusting you with their financial life; integrity isn’t optional.

Hands-On Owner

You’re actively involved in daily operations, not a passive investor.

Training & Support

You’re never building this alone.

Comprehensive Training

One week of hands-on training at TradeFirm headquarters in Canton, Georgia, covering operations, sales, and service delivery, followed by 2–3 days of on-site training in your own market.

Operational Support

Ongoing check-ins and KPI coaching that shift from hands-on guidance to strategic partnership as your business matures.

Marketing Support

Local advertising guidance, a referral marketing program, and lead generation systems to help you build a client base from day one.

Ongoing Development

Continued investment in service offerings, technology, and training so the model keeps evolving with the industry.

Own the Trades’ Accounting Firm

The trades industry keeps growing, and its business owners need more than a firm that shows up once a year to file a return. TradeFirm gives you a proven model, a protected territory, and a niche built for staying power.

As an early franchisee, you’re not just opening a location. You’re building equity in a category almost no one else has claimed.

Know the niche. Run the system. Own the market.

To get started, fill out the franchise form.

This is not a franchise offering. A franchise offering can be made by us only in a state if we are first registered, excluded, exempted or otherwise qualified to offer franchises in that state, and only if we provide you with an appropriate franchise disclosure document. Follow-up or individualized responses to you that involve either effecting or attempting to effect the sale of a franchise will be made only if we are first in compliance with state registration requirements, or are covered by an applicable state exclusion or exemption.