A CPA firm in Illinois was struggling to handle a flood of tax clients each spring - especially those showing up late with no books. Their staff was working nights and weekends to catch up messy records, creating burnout and errors.
They needed a scalable way to manage these clients without hiring more in-house staff.
Remote Books Online provided white-label bookkeeping with a dedicated portal. The CPA firm directed clients to the white-label system to upload bank statements and documents. RBO’s trained bookkeepers handled the cleanup and monthly work behind the scenes, branded under the CPA firm’s name.
The results:
- 38 last-minute clients’ books were completed within 10 days
- No overtime hours for CPA staff
- All reports delivered in CPA-ready format
- Firm profit margin increased by 27% on cleanup clients
Today, the CPA firm continues to use white-label support during peak season and as an ongoing monthly service for select clients.
Frequently Asked Questions
Will my clients know it’s outsourced?
No - all services are branded under your firm. We operate behind the scenes.
Do you offer a client portal?
Yes - you get a white-label CRM where clients upload documents securely.
Can this work year-round?
Yes - many CPA firms use this for monthly clients, not just during tax season.
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Learn more about our White-Label Bookkeeping Services for CPA and bookkeeping firms- Need cleanup too? Combine white-label with our Catch-Up Bookkeeping Services
- Support QuickBooks users at scale with our QuickBooks Bookkeeping plans
- Explore how our Monthly Bookkeeping can extend your client service offerings
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