FAQ – Bookkeeping Under Your Brand

It means RemoteBooksOnline provides the bookkeeping service, but your clients only see your branding. You control the relationship — we handle the back-end.

This is ideal for CPA firms, bookkeeping firms, financial consultants, or virtual CFOs who want to expand without hiring more staff.

No. We work in the background under your brand. Emails, reports, and the portal can be branded with your firm’s name and logo.

No. We provide a white-labeled portal that you can use to onboard clients, collect documents, and manage communication — fully under your branding.

Yes. You can assign team members to view client status, submit notes, or manage the client relationship inside the CRM or portal.

You choose — we can send reports to you, to your client under your firm name, or make them available inside the portal for download.

Yes. We can rapidly scale white-label capacity for firms during busy periods. Just let us know your forecast and we’ll assign extra bookkeepers.

It’s the same backend model, but this FAQ focuses on the branding experience and options available to you as a partner firm.

Any client you serve — from real estate agents and law firms to e-commerce sellers and local businesses — can be onboarded through your brand.

We offer discounted partner pricing based on volume. You control your markup. More info