White-label bookkeeping your clients never see

Only if you tell them, and in most cases you should. The AICPA Code expects you to tell clients, preferably in writing, before their confidential information goes to a third-party provider, and a line in your engagement letter usually covers it. What clients do not see is our name: reports, emails and portal access stay in your firm's name.

White-label bookkeeping fits firms that have more monthly bookkeeping clients than staff, firms that want to start client accounting services without hiring first, and solo CPAs who want to spend their hours on tax and advisory work instead of reconciliations.

It is also a way to take over a block of clients quickly, for example when a staff member leaves in the middle of the year. Moving clients over in stages is usually safer than moving them all at once.

• You have 20 to 50 monthly clients and not enough people to close them on time
• You want to launch client accounting services and price them before hiring
• You are a solo practitioner and bookkeeping is crowding out tax work

We bill firms by the hour at $12–$15, so the cost of each client follows the work its books actually need. You set your own fee to the client. Your margin is the difference, less the time your team spends reviewing, which falls as the work settles into a routine.

We work directly in QuickBooks Online and Xero; the team holds QuickBooks Online Certified ProAdvisor, QuickBooks Online Advanced, Xero Advisor and Xero Payroll certifications. You add us as a user on each client file, so access can be removed at any time.