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B2B · For CPA firms
White-label Bookkeeping
Reliable white-label bookkeeping in English and Spanish: documented workflows, on-time monthly closes, and CPA-ready books.
Two ways to work
Your clients, your choice
Under your brand
I work behind the scenes and your clients only see your firm.
With clients you refer
I work directly with your clients and keep you in the loop.
Engagement options
Flexible for your firm
Monthly flat fee
One monthly fee for an agreed number of clients. Predictable cost for your firm.
Seasonal support
Extra hands during your busy season, such as tax season or year-end.
Single client
Support for one specific client or project, with a defined scope.
Pricing by agreement, based on volume and scope.
What you get
- Monthly bookkeeping, Cleanup / Catch-up and CPA Ready for your clients
- Documented workflows and on-time monthly closes
- Direct communication with your team
- QuickBooks Online Accountant and Xero access
- Written agreement and confidentiality for every engagement
Ideal for
- CPA firms and accounting practices
- Tax professionals
- Firms that need extra capacity without hiring