Own Monthly Financial Health Video.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Proprietary video generation engine for financial data visualization
• ●Outbound cold email and LinkedIn sequences tested on 20 demos per month
• ●QuickBooks and Xero API integration and mapping logic
• ●Financial model showing 200-300 monthly recurring revenue per customer
• ●Landing page and positioning for small CPA advisory firms
• ●Customer success playbook for onboarding and retention
• ●Founder's target persona and go-to-market playbook

What Roll Digital builds for you.

Custom scope to take Monthly Financial Health Video from MVP shell to operating business.

• ▸Video generation backend with FFmpeg rendering and AWS media pipeline
• ▸Multi-tenant SaaS dashboard for CPA account management and video uploads
• ▸Stripe billing integration supporting multiple monthly subscription and pricing tiers
• ▸Automated chart-of-accounts mapping QA layer for API data validation
• ▸Email outreach automation and campaign tracking for cold outreach GTM
• ▸Client video viewer portal with white-label branding and email sharing
• ▸Initial customer success support, onboarding documentation, and troubleshooting playbook

Why this could work.

CPAs control a specific budget for client communication tools, and you have a repeatable outreach motion reaching 20 demos monthly. Recurring revenue at 200-300 per firm across 15k addressable advisory shops creates clear financial upside even at low close rates. Video format differentiates from static financial reports. The fundamental insight is solid: advisors want better client stickiness through transparent, engaging financial communication.

What you'd risk.

CPAs are fiduciaries and a single AI-generated error in a client video creates professional liability exposure that will make them refuse the product or demand indemnification you cannot offer. QuickBooks and Xero chart-of-accounts mapping varies wildly per firm, requiring manual QA on every video that destroys the promised time-saving value proposition. CPAs treat it as one-time setup, not recurring usage. Year 1 loses 28k.

Who this fits.

An accounting or bookkeeping industry insider with existing CPA relationships and the credibility to navigate fiduciary liability concerns. Must be comfortable with hands-on API debugging and schema mapping issues. Not suited for pure tech founders. This business requires deep domain credibility with accountants and tolerance for slow cash flow, but rewards operators who can build trust and repeat motions in regulated sectors.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive codebase, outreach playbook, financial model and customer list
2. Week 1
   Deploy production infrastructure and send first 5 cold emails
3. Week 3
   Conduct first demos with target CPA firms and gather feedback
4. Week 6
   Close first customer and validate API integration with real QuickBooks data
5. Day 90
   Decide to pivot GTM, pause, or double down on outreach

Pricing.

Three ways in, depending on how much you want to build yourself.