Capacity on Demand - Pod Staffing So You Can Scale (Under Your Brand)

Trusted, Scalable, and CPA-Reviewed White-Label Bookkeeping Services That Grow With Your Firm

You shouldn’t pause sales because delivery can’t keep up. Our white-label bookkeeping capacity model gives your firm on-demand pods-pre-trained teams that plug into your processes, run weekly bookkeeping in QuickBooks or Xero, and finish with a CPA-reviewed month-end. Each pod follows the same close checklist, uses shared SOPs, and can expand or contract by client volume without retraining your staff. When you land a new account (or five), we allocate capacity within days and publish a close calendar you can promise to the client. You keep the relationship and admin rights; we provide redundancy, coverage, and SLAs that scale with you.

What’s a “Pod”?

  • tick Lead Bookkeeper (QB/Xero Certified): owns weekly cadence and reconciliations
  • tick Bookkeeper(s): AR/AP workflows, rules, exceptions log
  • tick QA Reviewer: checklists, tie-outs, documentation
  • tick CPA Reviewer: variance notes, adjustments, period-lock recommendation

Each pod supports a defined client count; we add pod members or spin up a new pod as you grow.

Why Pods Beat “Freelancer Pools”

Monthly and year-end financial statements (Profit & Loss, Balance Sheet, Cash Flow)

Consistency: one SOP library and close checklist across all clients

Adjusting journal entries and accruals

Redundancy: cross-trained coverage-your close doesn’t slip for PTO/illness

Fixed asset and depreciation tracking

Speed to value: pods are pre-built; we don’t recruit from scratch for each win

Payroll and expense integration

Quality: embedded CPA review vs spot checks

How We Add Capacity

Step 1

Forecast & Reserve

You share expected wins; we hold pod slots.

Step 2

Allocate & Kick Off

Assign pod, confirm SLA/close calendar, start onboarding in 3-7 business days.

Step 3

Stabilize

first close hits target month-end; QA + CPA review finalize reports.

Step 4

Scale or Shrink

We flex pod size monthly based on client count and complexity.

Redundancy & Coverage

  • tick Two-deep knowledge: every client has primary + secondary inside the pod
  • tick Shared SOPs: any pod member can step in using the same playbook
  • tick Escalation path: QA → CPA reviewer → Partner success for exceptions

SLAs You Can Promise

  • tick Onboarding: 3-7 business days after access
  • tick Cleanup (if needed): 1-4 weeks fixed window
  • tick Draft reporting pack: within 5 business days of complete statements/feeds
  • tick CPA-reviewed finalization the same day as your approval
  • tick Same-day responses on business days; optional monthly checkpoint

What Pods Deliver Every Month (Under Your Brand)

  • tick Reconciliations (bank/credit/loan) → PDFs saved
  • tick AR/AP cadence (optional) → maker/checker with your approvals
  • tick Adjusting JEs → accruals, prepaids, depreciation with schedules
  • tick Reporting pack → P&L, Balance Sheet, AR/AP aging, cash highlights
  • tick Variance notes + period-lock recommendation after CPA review

Surge & Seasonality

  • tick Pre-season capacity reservations
  • tick Extended coverage windows (with notice)
  • tick Templated cleanup projects to absorb last-minute backlogs

What We Need from You

  • tick Quarterly forecast: expected new clients + target start dates
  • tick Intake completeness: accounts, AR/AP scope, payroll, apps
  • tick Branding assets for white-label reports and comms

Ready to Scale Without Hiring?

Reserve capacity now, keep selling, and deliver CPA-reviewed closes under your brand.

Reserve Pod Capacity

Frequently Asked Questions

Typically within days. We reserve pod slots from your forecast and can spin up additional pods as needed-SLA-backed.

No. Every pod runs the same SOP library and close checklist; we scale headcount, not process.

Secondary coverage steps in-every client has two-deep knowledge, and SOPs ensure continuity.

Yes. A CPA reviewer signs off after QA, adds variance notes, and recommends period lock.

Yes. We flex capacity up/down monthly; you keep admin control and the client relationship.

Want more details? View the full White-Label Bookkeeping FAQ