For CPA firms

Your clients. Your letterhead.
Our production.

White-label bookkeeping built by someone who has sat on your side of the table: 15+ years in accountant channel partnerships and an outsourced bookkeeping operation for CPA firms scaled to seven figures.

The model

Your firm keeps the client relationship, the advisory work, and the tax engagement. We handle monthly production under your brand: categorization, reconciliation, close, and delivery-ready financials.

You review what we produce, or let our senior review layer carry it and spot-check. Either way, nothing reaches your client without experienced eyes on it, and your margin stays intact because production is priced for volume.

Volume pricing. Per-client rates built for firms, so you can bundle bookkeeping into your engagements or mark it up without squeezing yourself.
Weekly status, every client. A standing weekly update across your book of business. You always know where the work stands before your client calls.
Senior review on everything. Production plus review, the same structure that scaled to seven figures serving firms like yours.
Why firms hand this off

Keep the advisory. Lose the grind.

Staffing off your plate

No hiring, training, or covering bookkeeper turnover. Capacity scales up or down with your client count.

Season-proof

Monthly production keeps moving through your busiest weeks, so January books are not waiting for you in April.

Clean handoffs to tax

Year-end packages arrive reconciled and preparer-ready, in the format your team wants.

Referral terms available

Prefer to refer instead of white-label? Revenue-share terms are available and honored, in writing.

Getting started

Pilot with one client

The way every good partnership has started: pick one client, we run a month of production under your brand, you judge the work. If it is not obviously good, walk away owing nothing.

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