FAQ – White-Label Bookkeeping

White-label bookkeeping is when one company (like RemoteBooksOnline) provides bookkeeping services under another company’s brand (like your CPA firm). You keep the client relationship — we handle the books behind the scenes.

Our white-label service is ideal for CPA firms, bookkeeping firms, and financial consultants who want to offer full-service bookkeeping without hiring staff or building infrastructure.

Your clients see your logo, your portal, and your firm name. Our team works within your systems and communicates as your team. We stay invisible — you get the credit.

We work with QuickBooks Online, QuickBooks Desktop, and Xero. You can decide what your clients use — we support and maintain it behind the scenes.

We offer a white-label-ready CRM you can use, or we can integrate with yours. Our systems are flexible depending on how you want to manage client workflow and communication.

That’s up to you. Some firms want us fully behind the scenes; others allow us to communicate with clients using your brand email and name. We’re fully adaptable.

No. We offer month-to-month white-label partnerships so you can scale up or down as needed — especially during tax season or growth periods.

We use bank-grade encryption, secure login, and role-based access. All communication and document handling meets strict confidentiality and compliance standards. More about security available on our website.

Yes. We recommend starting with a sample file or internal account. You’ll see how we work, test the workflow, and decide how to roll it out to your clients.

Pricing depends on volume and complexity. Most firms pay a discounted partner rate, leaving room for you to set your own client pricing. See pricing models