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.
Defining White-Label Bookkeeping
White-label bookkeeping is when you outsource bookkeeping work to a third-party provider who works under your brand name. Your clients see you as the service provider, but the work is done by your white-label partner.
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.
Benefits
- Expand your service menu instantly
- Lower operational costs
- Handle peak workloads
- Improve turnaround times
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.
How is white-label bookkeeping different from subcontracting?
White-label is fully branded as your service; subcontracting is often disclosed to clients.
Do I need a minimum number of clients?
No. We can support as few or as many as you have.
What’s included in the service?
Transaction entry, reconciliations, reporting, and custom client requests.
Is this only for bookkeeping?
No. Some firms expand into payroll or advisory services.
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.
Want to scale your CPA firm without hiring more staff? See how our White-Label Bookkeeping Services work across all 50 states and thousands of local ZIP codes.
Explore tailored solutions on our White-Label Bookkeeping in California page-perfect for firms looking to expand without hiring in-house staff.
Offer seamless client support with our White-Label Bookkeeping in Miami, Florida 33101, built for busy practices needing branded financial services.
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.
