White-Label Bookkeeping Checklist
Simplify your bookkeeping workflow with this comprehensive white-label checklist.
If you're a CPA firm, bookkeeping provider, or finance consultant offering white-labeled services, this checklist helps you streamline onboarding, client setup, and monthly execution. Use it to ensure a consistent, branded experience from day one.
Checklist: White-Label Bookkeeping Setup & Delivery
Client Onboarding
Sign NDA and white-label agreement - Collect client contact info and engagement scope
- Set up branded portal or dashboard
- Customize report headers and deliverables with firm name/logo
- Assign dedicated account manager or point of contact
Bookkeeping Setup
- Connect or migrate client’s accounting software (QuickBooks/Xero)
- Review prior financial records or legacy data
- Configure chart of accounts to match firm standards
- Confirm A/R and A/P structure
- Set monthly deliverables and deadlines
Monthly Process Checklist
- Receive/upload source documents
- Reconcile bank and credit card accounts
- Categorize transactions and post journal entries
- Prepare branded P&L, Balance Sheet, and cash flow reports
- Submit to firm for CPA review if applicable
- Send final deliverables to client under firm branding
Ongoing White-Label Operations
- Maintain secure document flow
- Log communications for compliance
- Monitor turnaround times and client satisfaction
- Provide scalable staffing support during peak seasons
- Offer optional catch-up or cleanup services if requested
Want to scale without adding staff?
Try RemoteBooksOnline's white-label bookkeeping platform-your brand, our team.
Ideal For
- CPA firms expanding without hiring
- Bookkeeping firms managing high client volume
- Tax preparers needing back-office support
- Outsourced CFOs offering full-service accounting
Frequently Asked Questions
What is white-label bookkeeping?
It allows you to deliver professional bookkeeping under your brand while our team handles the backend work.
Can I customize reports and communication?
Yes. All client-facing materials are branded to match your firm, including reports, emails, and portal access.
Do I need a minimum number of clients?
No. We work with firms of all sizes and scale with you during tax season or growth periods.
Want to scale without adding staff?
Try RemoteBooksOnline's white-label bookkeeping platform-your brand, our team.