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”?
Lead Bookkeeper (QB/Xero Certified): owns weekly cadence and reconciliations
Bookkeeper(s): AR/AP workflows, rules, exceptions log
QA Reviewer: checklists, tie-outs, documentation
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”
Consistency: one SOP library and close checklist across all clients
Redundancy: cross-trained coverage-your close doesn’t slip for PTO/illness
Speed to value: pods are pre-built; we don’t recruit from scratch for each win
Quality: embedded CPA review vs spot checks
How We Add Capacity
Forecast & Reserve
You share expected wins; we hold pod slots.
Allocate & Kick Off
Assign pod, confirm SLA/close calendar, start onboarding in 3-7 business days.
Stabilize
first close hits target month-end; QA + CPA review finalize reports.
Scale or Shrink
We flex pod size monthly based on client count and complexity.
Redundancy & Coverage
Two-deep knowledge: every client has primary + secondary inside the pod
Shared SOPs: any pod member can step in using the same playbook
Escalation path: QA → CPA reviewer → Partner success for exceptions
SLAs You Can Promise
Onboarding: 3-7 business days after access
Cleanup (if needed): 1-4 weeks fixed window
Draft reporting pack: within 5 business days of complete statements/feeds
CPA-reviewed finalization the same day as your approval
Same-day responses on business days; optional monthly checkpoint
What Pods Deliver Every Month (Under Your Brand)
Reconciliations (bank/credit/loan) → PDFs saved
AR/AP cadence (optional) → maker/checker with your approvals
Adjusting JEs → accruals, prepaids, depreciation with schedules
Reporting pack → P&L, Balance Sheet, AR/AP aging, cash highlights
Variance notes + period-lock recommendation after CPA review
Surge & Seasonality
Pre-season capacity reservations
Extended coverage windows (with notice)
Templated cleanup projects to absorb last-minute backlogs
What We Need from You
Quarterly forecast: expected new clients + target start dates
Intake completeness: accounts, AR/AP scope, payroll, apps
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.
Frequently Asked Questions
How quickly can you add capacity if we close multiple clients at once?
Typically within days. We reserve pod slots from your forecast and can spin up additional pods as needed-SLA-backed.
Will a bigger pod change our client SOPs?
No. Every pod runs the same SOP library and close checklist; we scale headcount, not process.
What happens if a pod member is out?
Secondary coverage steps in-every client has two-deep knowledge, and SOPs ensure continuity.
Do pods include CPA review every month?
Yes. A CPA reviewer signs off after QA, adds variance notes, and recommends period lock.
Can you handle seasonal spikes without long-term commitment?
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 →
Explore
Explore our partner program with CPA-reviewed closes and SLAs.
Ready to price the next client? Check partner tiers.
See the onboarding steps and SLAs we run behind your brand.
Preview the branded reporting pack your clients receive each month.
Show clients how we protect access with least-privilege and audit trails.
Busy season coming? Add cleanup projects now.
Running clients on Xero as well?
SMBs asking for pricing? See Hire a Bookkeeper — packages & quote.
Productized monthly bookkeeping for SMBs (non-white-label).