What Is White-Label Bookkeeping?
White-label bookkeeping is a powerful way for CPA firms, accounting practices, and bookkeeping businesses to offer bookkeeping services-without doing the work themselves.
Download Our Free Brochure →In this model, a third-party provider like Remote Books Online handles all bookkeeping tasks on your behalf, under your brand name.
Let’s break it down.
How White-Label Bookkeeping Works
Here’s what happens behind the scenes:
- Your client uploads documents to your CRM or portal.
- We log in as your team-your branding, your interface.
- Our bookkeepers handle the work-reconciliation, categorization, reports.
- You deliver the reports to your client (or we do, with your signature).
- Your client thinks it’s all you.
It’s fully invisible. They see your brand. We do the heavy lifting.
Why Firms Are Turning to White-Label Models
Accounting and tax firms are embracing white-label bookkeeping for 3 big reasons:
- Scalability – Handle more clients without hiring more staff.
- Speed – Turn around books in days, not weeks.
- Margin – Turn fixed-price bookkeeping into a profit center.
And since Remote Books Online works on flat monthly pricing, it’s easier to control costs and improve profitability.
What’s Included in a White-Label Bookkeeping Plan?
At Remote Books Online, a typical plan includes:
- Bank and credit card reconciliation
- Categorizing expenses and income
- Monthly financial statements
- QuickBooks/Xero access
- Secure CRM portal (branded with your firm’s logo)
- Optional catch-up and cleanup services
You choose what to offer clients-we execute under your label.
Download Our Free Brochure →Use Case: A Texas-Based CPA Launches Bookkeeping as a Service
A mid-sized CPA in Texas wanted to expand revenue outside of tax season. Their goal: monthly recurring income.
They partnered with Remote Books Online to white-label our bookkeeping services.
Within 30 days, they onboarded 15 existing clients
All reports and dashboards were delivered under their brand
They added $5K/month in recurring revenue-with zero in-house hires
Now they’re pitching every tax client on bundled services-with no increase in team size.
FAQs
Will my clients know I’m outsourcing?
No. All communication, reports, and portals carry your branding.
Can I set my own pricing?
Yes. You bill your clients whatever you want. We charge you a flat monthly rate.
Do you work in QuickBooks Online or Xero?
Both! Plus, we support tools like Hubdoc, Dext, and Gusto.
Can I test it before committing?
Yes. Start with one client. Scale when you’re ready.
What if I already have a few in-house bookkeepers?
Great. Use us as overflow support during tax season or for messy cleanups.
Final Thoughts
White-label bookkeeping is more than a back-office shortcut-it’s a business growth strategy.
CPA firms and bookkeepers are using it to scale their client base, reduce team stress, and build high-margin recurring revenue. If you’re still doing all the work in-house, you’re likely missing out.
Start your pilot with Remote Books Online today and see how effortless it can be.
If you’re behind on your books, our catch-up bookkeeping services can help you get current fast-no stress, no mess.
CPA and bookkeeping firms can scale faster with our white-label bookkeeping services fully branded for your clients.
