Question 1

Is REVREX for CPA firms or for business owners?

Accepted Answer

Both. CPA and accounting firms use the REVREX Platform to run their clients’ books, offer REVREX Pay under their own brand, and adopt the REVREX Advisory System to build an advisory practice. Business owners use the same Platform to run their own accounting and share it with their CPA.

Question 2

Does REVREX provide advisory services directly to our business clients?

Accepted Answer

No. REVREX supplies the technology, tools, and framework. The REVREX Advisory System is a system your firm adopts and runs under its own name; your firm delivers the professional advice to its clients. REVREX never competes for a firm’s clients.

Question 3

What is the REVREX Advisory System?

Accepted Answer

A system for building your own advisory practice: service packages, pricing guidance, engagement-letter templates, workflows, client communications, meeting and process documents, practice-development resources, and CPA-to-CPA guidance from Michael Rasmussen, CPA, who built it inside his own firm.

Question 4

Does the REVREX Platform replace our current accounting software?

Accepted Answer

Yes. REVREX Platform is a complete cloud accounting system — general ledger, bank feeds, invoicing and receivables, reconciliation, AI-assisted expense classification, financial statements, 1099 data, and the RexScore™ scoreboard. It replaces the accounting or ERP environment a firm or business uses today. Firms that prefer to keep an existing ledger for a transition period can import from it with the universal .csv tool.

Question 5

Can you help us move from our current accounting software?

Accepted Answer

Yes. We review your current system, data, and workflow, then scope onboarding, migration, and support before the move. QuickBooks data can be imported directly, and the universal .csv tool covers hundreds of other programs. Instant Bank Verification connects the bank accounts.

Question 6

How does the Platform free capacity for advisory work?

Accepted Answer

Automation handles classification, bank and card reconciliation, and statement generation, and your team reviews and approves. The hours saved on the monthly close are hours the firm can sell as advisory services — monthly financial reviews, cash-flow planning, valuation, digital-asset tracking, and more.

Question 7

Can our firm offer REVREX Pay under its own name?

Accepted Answer

Yes. REVREX Pay can be offered as a white-label program — “[Your Firm] Pay” — with REVREX and SoftPoint handling onboarding, equipment, and support behind the scenes. Participating firms share in program revenue on the accounts they introduce.

Question 8

How does REVREX Pay connect to the REVREX Platform?

Accepted Answer

Every payment taken through REVREX Pay — card settlements, POS sales, tax, tips, and invoice payments — flows into the Platform, where it is reconciled against bank deposits and the ledger and reflected in the scoreboard and RexScore™.

Question 9

What if we already offer advisory services?

Accepted Answer

The Advisory System can focus on the next stage: refining packages, tightening the monthly workflow on the Platform, pricing on value, training team members, and moving more clients to recurring engagements.

Question 10

Are the engagement letters and templates ready to use?

Accepted Answer

They are working samples from a real practice, built to be adapted. Legal materials such as engagement letters should be reviewed by your attorney and adapted to your firm and your state before use with a client.

Question 11

Do we have to adopt all three offerings?

Accepted Answer

No. Start with REVREX Platform, REVREX Pay, or the REVREX Advisory System, or combine them. The three are designed to work together — operate the books, handle payments, expand into advisory — but scope and pricing reflect what you select.

Question 12

How much does REVREX cost?

Accepted Answer

Pricing depends on the offering and scope you select. Contact us to discuss the Platform, Pay, the Advisory System, or a combined arrangement.

Question 13

What happens in the 15-minute call with Mike?

Accepted Answer

Michael Rasmussen, CPA, founder of REVREX, shows you how the Platform, Pay, and the Advisory System run inside his own practice and answers your questions CPA to CPA. If you want a deeper look, ask about a preliminary advisory-practice assessment, where Mike reviews your firm’s current systems — under NDA if you prefer — and maps how the system would apply to your practice.

Question 14

Can a business owner contact REVREX directly?

Accepted Answer

Yes. Business owners can contact REVREX about the Platform or merchant services. Professional accounting and advisory engagements remain with their CPA or chosen advisor.

Questions firms and business owners ask before they start.

Still have a question?