For CPA and accounting firms
Your brand. Our team. Fixed price per client.
White-label bookkeeping and accounting for CPA firms that want to grow monthly services without growing headcount.
Why firms work with us
Capacity without hiring
Take on more monthly clients and absorb tax-season peaks without recruiting.
Your brand, always
We work under your name and never contact your clients without your approval.
Review-ready work
Every file goes through a two-step review before it reaches your partners.
Secure by default
Named accounts, MFA and least-privilege access in a secure portal. NDA and DPA signed.
How it works
From pilot to partnership in four steps
- Step 1
Scope
We review a sample of client files and agree standards, turnaround and price per client.
- Step 2
Pilot
We start with 2–5 clients for one or two months, so you can check our work.
- Step 3
Scale
We add clients in batches, with a named lead for your firm.
- Step 4
Review
A monthly service review covers turnaround, quality notes and capacity for next month.
Scope
What's included
- Monthly bookkeeping and reconciliations in QuickBooks Online or Xero
- Accrual adjustments and year-end workpapers
- Catch-up and clean-up projects
- Sales tax return preparation
- Management reports under your brand
- A secure portal for documents and queries
Pricing
Quoted per firm
A fixed monthly price per end-client, quoted per firm after a short file review. No hourly billing, no minimum term after the pilot.
Delivered under your brand
Will our clients know you are involved?
Not unless you tell them. We work under your brand, in your systems or ours, and never contact your clients without your approval.
How is white-label work priced?
A fixed monthly price per end-client, based on volume and complexity. We quote per firm after reviewing a sample of client files.
How do you protect client data?
Named accounts, MFA and least-privilege access in a secure portal. We sign an NDA and a data processing agreement with your firm.
What turnaround can we expect?
Agreed per client and written into the service schedule. Most monthly closes are delivered within 5–10 business days of month-end.
Can you handle tax-season peaks?
Yes. That is a common reason firms start with us. We plan capacity with you before the season starts.
Free finance health check
Start with a 2–5 client pilot.
Book a 30-minute call. We review a sample of your client files and send a fixed per-client price.