How to Seamlessly Add Bookkeeping to Your CPA Firm’s Offering

Many CPA firms want to offer bookkeeping – but don’t want to hire staff, manage bookkeepers, or shift their focus away from high-value tax and advisory services. The solution? Add bookkeeping without building it yourself. With a white-label bookkeeping partner, you can seamlessly expand your offerings, increase revenue, and maintain control of your client experience.

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Why Add Bookkeeping to Your CPA Firm?

  • Capture clients earlier in the financial lifecycle
    Many small businesses need clean books before they can even file taxes. Offering bookkeeping keeps those clients in-house.
  • Bundle services and increase average billing
    Pairing tax prep, payroll, and bookkeeping allows you to package services – improving margins and retention.
  • Prevent client churn to external bookkeepers
    If you don’t offer it, someone else will – and that firm might take your tax work next.
  • Create year-round revenue
    Bookkeeping gives you consistent, recurring monthly revenue instead of relying solely on tax season peaks.

What Makes It Seamless?

  1. White-Labeled Portal
    Clients upload documents, view reports, and communicate through a branded portal – under your name, not ours.
  2. Dedicated Team, No Payroll
    You get a consistent team working on your clients’ books, but without the cost or hassle of hiring.
  3. CPA-Ready Reports Delivered Monthly
    Clean, reconciled books sent to your firm – ready for quarterly or annual filing without back-and-forth chaos.
  4. Flexible Onboarding
    Start with one client or 20. We adapt to your growth and process.

Real-World Example

A three-partner CPA firm in Florida began offering white-label bookkeeping to test demand. Within 6 months:

  • 70% of their tax clients opted into monthly bookkeeping
  • Average monthly billing per client increased by $450
  • They spent zero time on transaction entry or reconciliation
  • Clients appreciated the one-stop shop experience

How to Get Started in 3 Steps

  1. Select a Partner You Trust
    Look for experience with CPA firms, U.S.-based reporting standards, and white-label capabilities.
  2. Choose a Pilot Client or Segment
    Start with clients who already need cleanup or ask for bookkeeping regularly.
  3. Offer it as a Value-Add
    Position it as a way to ensure accurate tax filings, cleaner reports, and better planning – not just data entry.

Want to offer bookkeeping without managing bookkeepers?

Let RemoteBooksOnline handle the back-end – while you stay focused on client relationships and tax strategy.

Start your white-label bookkeeping program today.

Bookkeeping Solutions for CPA Firms Across States

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White-Label Bookkeeping for CPA Firms in Key ZIP Codes

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FAQs

Can I brand everything under my firm’s name?

Yes. The portal, reports, and client communications can all carry your firm’s name and logo.

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Do I need to change how I bill clients?

Not at all. You set the pricing, invoice the client, and we operate behind the scenes.

What happens if a client has messy books?

We handle catch-up, cleanup, and CPA-reviewed monthly reports — even for difficult cases.

Is there a minimum number of clients to start?

No. You can begin with just one client and scale from there.

You don’t need to hire, train, or manage a bookkeeping team to offer bookkeeping.
Let RemoteBooksOnline power your white-label solution and help your firm grow smarter, not harder.

Request a demo or get started today.

Streamline Your Finances: Download Our Free Bookkeeping Brochure

Take control of your business finances with confidence! Our detailed brochure provides insights into how Remote Books Online can help you maintain accurate bookkeeping, stay tax-ready, and make informed financial decisions. Discover how our tailored bookkeeping services can support your business growth and simplify your financial management.