White-Label Bookkeeping for CPA Firms: Scale Without the Overhead
CPA firms face a recurring challenge – more clients need bookkeeping help than you have staff or hours to support. During tax season especially, it’s common to turn away clients simply because their books aren’t clean.
Download Our Free Brochure →That’s where white-label bookkeeping comes in. It lets you offer full-service bookkeeping under your brand – without hiring, training, or managing in-house bookkeepers.
What Is White-Label Bookkeeping?
White-label bookkeeping is a behind-the-scenes service that your CPA firm can resell under your name. A third-party team handles the day-to-day financial tracking – but your client only sees your firm as the service provider.
Key benefits include:
- Clean, reconciled books delivered monthly
- CRM portal branded with your firm name
- Bank-feed syncing, categorization, and report generation
- Real-time client communication through your system
- No need to manage or supervise staff internally
Solo CPA in Florida vs. Multi-Partner Firm in California
A solo practitioner in Florida may use white-label support for catch-up bookkeeping during tax season, serving more 1040 clients who lack clean books.
A multi-partner firm in California may offload all monthly bookkeeping for their business clients, while keeping in-house staff focused on advisory and tax planning.
In both cases, white-label support means faster turnaround, reduced workload, and more billable time.
Real Test Case
A three-partner CPA firm in New Jersey partnered with Remote Books Online to white-label all their monthly bookkeeping. They integrated our team into their client CRM, and we began handling data collection, reconciliation, and monthly P&Ls.
They reduced staff workload by 40%, kept their branding intact, and increased client retention by offering full-service packages.
Download Our Free Brochure →Tax-Season Efficiency, Year-Round Revenue
Many CPA firms lose revenue by offering tax-only services. White-label bookkeeping:
- Creates recurring monthly income
- Prepares books year-round for easier tax prep
- Reduces end-of-year scramble and clean-up
- Increases value to business clients
- Adds capacity without growing payroll
FAQs
Will clients know it’s outsourced?
No. All communication, portals, and reports are white-labeled under your firm’s name.
How does pricing work?
You receive wholesale pricing and mark it up as you wish. Typical packages start around $95/month.
Do you support catch-up bookkeeping?
Yes — especially helpful for new tax clients who arrive with no books or messy records.
Can your team use our software or workflow tools?
Yes. We integrate with QuickBooks, Xero, and can work inside your firm’s CRM or client dashboard.
Is it secure and compliant?
Yes. Our systems follow strict data protection protocols and use encrypted file sharing and communication.
Grow Your CPA Firm Without Adding Overhead
Remote Books Online offers white-label bookkeeping designed for CPA firms. Whether you need monthly support or high-volume cleanup during tax season, we help you grow – without hiring.
Start with a free month of service:
https://www.remotebooksonline.com/bookkeeping/offer
Learn More and Explore Partner Resources:
- Learn more about white-label bookkeeping solutions
- Compare bookkeeping plans
- QuickBooks bookkeeping services
- CPA-friendly locations: Florida, New Jersey, California, New York, Texas
- Local areas supported: Orlando FL 32801, Newark NJ 07102, Los Angeles CA 90001, New York NY 10001, and Dallas TX 75001
