Why Should you Choose White Label Bookkeeping?
If you run a CPA firm, accounting practice, or outsourced CFO service, chances are you’ve felt the pressure of keeping up with client bookkeeping—especially during tax season. That’s where white-label bookkeeping comes in.
White-label bookkeeping lets you offer full-service books to your clients under your own brand—without hiring staff or building systems. Instead, a trusted provider like RemoteBooksOnline works behind the scenes to keep everything running smoothly.
What Is White-Label Bookkeeping?
White-label bookkeeping is a model where a bookkeeping firm like RemoteBooksOnline does the work, but you present it to your client as part of your service. Everything is branded under your firm—from the login portal to the reports—while we manage the back end.
You get:
- A white-labeled portal to receive bank statements and docs
- Dedicated bookkeepers who follow your templates and categories
- Monthly financials delivered directly to your firm
- The ability to scale quickly without adding overhead
Why Firms Are Switching to White-Label Support
- Tax season crunch: Your clients submit data late and expect books cleaned up fast.
- Hiring challenges: Finding and training bookkeepers is slow and expensive.
- Scaling pain: You want to take on more clients, but bookkeeping limits your growth.
With RemoteBooksOnline, you keep client relationships and margins while offloading the actual work.
Real-World Case Study: CPA Firm with 80 Clients
Problem: A small CPA firm was overwhelmed during tax season—40% of clients had no books or messy records.
Solution: They partnered with RemoteBooksOnline for white-label support.
Impact:
- Books cleaned up and ready for tax prep in 5 days or less
- Clients uploaded docs directly via the firm-branded portal
- CPA team focused 100% on tax and advisory—not data entry
- Saved $5K/month by avoiding full-time in-house hires
Common Use Cases
- CPA firms during tax season
- Bookkeeping firms with growing client bases
- Advisory firms offering financial dashboards
- Payroll companies looking to upsell bundled services
FAQs
Do my clients know RemoteBooksOnline is doing the work?
No. Everything is delivered under your brand. Our team operates silently in the background.
What if I want to review reports before they go to my client?
You can set approval rules. Nothing goes out without your green light.
Can I charge my own rates?
Absolutely. You control pricing and margin.
How does onboarding work?
We set up a white-labeled CRM portal where clients upload bank statements and docs. You get notified when reports are ready.
Learn how catch-up bookkeeping helps you stay ahead of tax deadlines.
Curious about what’s included? See what bookkeeping services cover.
Ready to grow? Check out our outsourced bookkeeping model.
Offer Bookkeeping at Scale—Without Doing the Work
White-label bookkeeping lets you deliver top-tier service under your brand, backed by our expert team.
Start your free month and scale your firm with confidence.
