White-Label Bookkeeping for Accounting Firms - Under Your Brand
Scale your firm with white-label bookkeeping delivered under your brand. Xero & QuickBooks Certified team, CPA-reviewed monthly closes, documented SLAs, and turnkey partner onboarding.
Add capacity without adding headcount. RemoteBooksOnline delivers white-label bookkeeping under your brand, so you can sell, price, and retain the client relationship while we run the engine: weekly bookkeeping in Xero or QuickBooks, a CPA-designed monthly close, and a branded reporting pack your firm can present. Every account is reconciled to statements, undeposited funds are cleared, AR/AP is reviewed, adjustments are posted, and a CPA reviews the month before you share financials. You get predictable SLAs, role-based access, and ready-to-send deliverables-your client just sees your firm doing great work.
Why Firms Choose Our White-Label Program
CPA-reviewed monthly closes and variance notes- Xero & QuickBooks Certified day-to-day execution
- Branded reports, portals, and email templates
- Predictable SLAs and capacity you can dial up or down
- Wholesale pricing you can mark up with confidence
What We Do (Delivered Under Your Brand)
| Service | Description |
|---|---|
| Bank & Credit Reconciliation | Reconcile every account to statements; exceptions cleared before close |
| Categorization & Rules | Vendor normalization, bank rules, recurring entries + QA checks |
| AR (optional) | Invoicing, cash application, aging review, light collections cadence |
| AP (optional) | Bill capture, approvals, scheduled payment runs (maker/checker) |
| Payroll JEs | Imports, accruals, liability tie-outs; monthly variance review |
| Month-End Close | CPA checklist (prepaids, accruals, depreciation, undeposited funds) |
| Branded Reporting Pack | P&L, Balance Sheet, AR/AP aging, cash highlights + CPA review + variance note |
Partner Tiers & Wholesale Pricing
| Tier | Use Case | Scope | Typical Wholesale |
|---|---|---|---|
| Core | simple single-entity | recs, rules, reporting pack, CPA review | $200-$350 |
| Growth | AR or AP added | Core + AR or AP + payroll JEs | $350-$550 |
| Scale | multi-entity/inventory/projects | Growth + consolidation support | $550-$900+ |
You set retail price. Catch-up quoted separately after quick file review.
How Delivery Works
Intake
You submit client intake (industry, software, accounts, AR/AP scope).
Access Setup
We join the client’s Xero/QBO under your firm; you remain admin.
Cleanup (if needed)
Backlog fixed first; we provide time/cost window.
Monthly Cadence
Weekly bookkeeping → month-end close → CPA review → branded reports.
Review & Present
You get the branded pack and variance notes; present to client.
Scale
Add clients or expand workflows (AR, AP, inventory, multi-entity) at wholesale rates.
SLAs & Quality
- Onboarding: 3-7 business days after access
- Catch-Up: 1-4 weeks depending on backlog
- Close Calendar: target next month-end after onboarding
- Ticket Response: same-day on business days
- QA: dual-control checklists + CPA review before period-lock recommendation
Security & Access (client trust built-in)
- Client-owned QuickBooks/Xero; least-privilege roles for our team
- Read-only bank feeds where possible; audit trails remain in client system
- Documented SOPs and change logs per client
Industries Your Firm Can Sell Today
- Construction
- E-commerce (Shopify/Amazon)
- Professional Services/Agencies
- Real Estate
- Restaurants
- Nonprofit
- Healthcare
- Startups/SaaS
Partner Collateral
- Proposal and scope templates
- Close checklist overview
- Branded reporting pack (sample)
- One-pager for prospects
Request a Free White-Label Bookkeeping Demo Today
Our team will walk you through how it works, share sample deliverables, and answer your questions confidentially.
We also integrate with cloud storage, CRM, and document tools to ensure a seamless flow of information.
What CPA Firms and Bookkeepers Are Saying About Our White-Label Services
Empowering our clients with the financial support they need to thrive in their business is our sole focus.
AN AMAZING COMPANY!!!…I have been working with RemoteBooksOnline for about 5 years now, I can say my clients books are done on time. The customer service is great, and the portal is ease and secure. They have assisted us multiple times to beat major deadlines that have been crucial for our businesses. Thank you RemoteBooksOnline team.
Blanco Eric, EBookkeeping
Yes I Would Absolutely Recommend RemoteBooksOnline Bookkeeping Services. The Professionalism, Sensitivity , and Integrity To Client's Need IS Huge; Especially In Today's Global Way Of Doing Business. Continued *Collaborative Zoom Team Meetings Sharpen the Expertise In Any Project From Beginning To End; Not to Mention Expedites. Rates Are Tailored To Individual Accounts , Another Huge Accolade For RemoteBooksOnline Bookkeeping! Genuine Caring For Clients Still Exist!!!
Gutierrez Catherina, Israel Tax & Administrative Services
The Remote Books Team is incredible! I had to rebuild 5 years of financials for a client and this team worked so hard to make this happen. Working with such a talented and hardworking team is so refreshing! We have completed the project and my clients are so pleased with the accuracy and detailed information that they never had before. Bhavya and Kiran did a great job pulling this all together and are great to work with! I use Remote Books for two of my companies and all of my clients. I highly recommend them to anyone looking for clean and accurate books!
Gray Cassandra, Omnia Management
Frequently Asked Questions
Who “owns” the client?
You do. We work under your brand; you handle proposals, billing, and the relationship.
Can you be invisible to the client?
Yes. Delivery is white-label. We can also join calls as “your bookkeeping team” when invited.
What’s included each month?
Reconciliations, rules, reporting pack (P&L, BS, AR/AP aging, cash highlights) and CPA review. AR/AP and payroll JEs are optional add-ons.
Do you support both QuickBooks Online and Xero?
Yes-our team is Certified on both platforms.
How do you price wholesale vs retail?
We quote wholesale by volume/complexity; you set retail and margins. Most partners mark up 25-60% depending on scope.
Can you do catch-up bookkeeping before monthly service?
Yes. We scope backlog quickly, quote a fixed window, complete cleanup, and move the client into monthly cadence.
What about client approvals and payments?
You or the client retain approvals. We prepare AR/AP runs (maker/checker) and maintain audit trails.
Who signs the financials?
We provide CPA-reviewed books and variance notes. Your firm presents and, if applicable, handles tax filings.
Can you handle multi-entity and consolidations?
Yes. We standardize charts, manage intercompany, and support consolidation workflows your firm controls.
Do you integrate with client apps (Stripe, Shopify, Gusto, etc.)?
Yes. We configure mappings and rules so payouts and payroll reconcile correctly.
How do you protect prior periods from edits?
After CPA review, we recommend a period lock; you retain unlock control.
How quickly can you add more of my clients?
Typically within days-capacity scales via tiered pods so you never pause sales.
Do you provide branded reports and emails?
Yes-reporting packs and communication templates carry your logo and firm name.
What happens if a client churns?
Month-to-month. We hand back a clean file, SOPs, and workpapers for a smooth transition.
Can you coordinate with our tax team?
Absolutely. We deliver a standardized tax-ready pack (tie-outs + adjusting entries + variance note) each year.
Want more details? View the full White-Label Bookkeeping FAQ →
White-Label Bookkeeping Services by State – Local Insights
- White-Label Bookkeeping Services in California – Scalable white-label bookkeeping services to support California accounting firms and financial consultants.
- White-Label Bookkeeping Services in Texas – Reliable white-label bookkeeping solutions tailored for Texas-based CPAs and bookkeeping providers.
- White-Label Bookkeeping Services in Florida – End-to-end white-label bookkeeping support to help Florida firms grow their client base.
- White-Label Bookkeeping Services in New York – Empower your New York accounting practice with expert white-label bookkeeping services.
- White-Label Bookkeeping Services in Alabama – Affordable and confidential white-label bookkeeping services for Alabama firms looking to scale.
- White-Label Bookkeeping Services in Georgia – Flexible white-label bookkeeping support for growing financial service providers in Georgia.
- White-Label Bookkeeping Services in Illinois – Professional white-label bookkeeping services designed to enhance your Illinois firm's offerings.
Request a Free White-Label Bookkeeping Demo Today
Our team will walk you through how it works, share sample deliverables, and answer your questions confidentially.
Not sure what’s needed to white-label? Download our White-Label Setup Guide for CPA firms and get started in minutes.
Featured Insights
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Explore White-Label Bookkeeping by Location
Need White-Label bookkeeping help near you? View all locations .
Partner Resources
Explore tools, templates, and insights to help you scale your bookkeeping offering.
- Before you price a client, check our partner tiers and wholesale ranges.
- See the onboarding steps and SLAs we run behind your brand.
- Preview the branded reporting pack your clients receive each month.
- Download the proposal kit to send a same-day quote.
- Show clients how we protect access with least-privilege and audit trails.
- Reserve pod capacity so you never pause sales.
- Scan real partner use cases and outcomes.
- Skim the Partner FAQ for fast approvals.
Running a bookkeeping firm or CPA office? Use our White-Label Bookkeeping Checklist to onboard clients and scale fast with RemoteBooksOnline. Pair it with the CPA Bookkeeping Overview for compliance support.