White-Label Bookkeeping for CPA Firms
Grow your client base without hiring more staff. We deliver accurate, branded bookkeeping under your firm-QuickBooks-ready. First month free.
White-label bookkeeping allows CPA firms to offer fully managed monthly bookkeeping under their own brand without hiring or managing an internal team. This service is built for firms that want to scale recurring revenue, protect margins, and handle tax-season volume without operational strain. With white-label bookkeeping, your firm controls pricing, client communication, and positioning. Our team delivers the work behind the scenes using standardized workflows and CPA-reviewed monthly closes. For many CPA firms, white-label bookkeeping is the most efficient way to grow without adding headcount.
Why CPA Firms Use White-Label Bookkeeping
CPA firms increasingly face the same challenges:
Clients expect year-round bookkeeping support- Tax season creates capacity bottlenecks
- Hiring and training staff is expensive and risky
White-label bookkeeping solves these problems by providing a dedicated delivery engine that runs under your brand. Your firm offers consistent monthly bookkeeping while avoiding staffing volatility. This model allows CPAs to focus on advisory, tax planning, and client relationships while bookkeeping is handled reliably in the background.
How White-Label Works for CPA Firms
White-label bookkeeping integrates directly into your firm’s service offering.
Your firm:
- Sells bookkeeping to the client
- Sets pricing and margins
- Owns the client relationship
Our team:
- Performs all bookkeeping work
- Follows CPA-designed close checklists
- Delivers branded reports for your firm to present
Clients experience your firm delivering high-quality bookkeeping without knowing an external team is involved.
What CPA Firms Receive Each Month
White-label bookkeeping for CPA firms typically includes:
- Transaction categorization and bank rules
- Monthly bank and credit card reconciliations
- Payroll journal entries and tie-outs
- Month-end close with variance review
- CPA-reviewed financials
- Branded reporting packs under your firm name
All work is completed in QuickBooks or Xero using standardized processes to ensure consistency across clients.
White-Label vs Traditional Outsourcing
Traditional outsourcing delivers bookkeeping outside your brand. White-label bookkeeping keeps delivery fully branded as your firm.
White-label is ideal when:
- You want bookkeeping to be a core firm service
- You want consistent margins
- You want clients to see your firm as the provider
Related models:
Many CPA firms start with outsourcing and transition to white-label once bookkeeping becomes a strategic revenue stream.
Pricing and Margins for CPA Firms
White-label bookkeeping is priced at wholesale rates. Your firm sets retail pricing based on client needs and advisory support. Most CPA firms mark up wholesale pricing by 25 to 60 percent depending on scope. This creates predictable recurring revenue without adding payroll risk. For detailed pricing ranges, see: White-Label Bookkeeping Pricing
Handling Catch-Up and Cleanup Before Monthly Service
Many CPA firms onboard clients with outdated or inaccurate books. White-label catch-up or cleanup is quoted separately before monthly service begins. Once the file is corrected, the client transitions into recurring monthly bookkeeping under your brand. This approach ensures clean data before tax planning or filings begin.
Who This Is Best For
White-label bookkeeping for CPA firms is ideal for:
- Firms offering tax and advisory services
- Firms with recurring client bases
- Firms experiencing seasonal capacity strain
- Firms seeking predictable monthly revenue
It may not be suitable for firms requiring fully on-site bookkeeping staff or highly customized ERP workflows.