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White-Label Case Studies & Use Cases (How Partners Win & Scale)

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

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Firms partner with us to grow Client Accounting Services (CAS) without hiring or pausing sales. Below are realistic, anonymized case studies and use cases that mirror the most common motions: cleanup → monthly close, AR/AP outsourcing, e-commerce payouts, multi-entity consolidation, and seasonal surge. Each story highlights the scope, timeline, SLA outcomes, and the CPA-reviewed reporting pack delivered under your brand-so you can see exactly how white-label bookkeeping turns pipeline into revenue.

Case Studies

Case Study A - Cleanup → Monthly Close (B2B Services, QBO)

  • Starting point: 7 months behind; Undeposited Funds $22k; negative AP vendors
  • Scope: historical recons, UF clearing, AR/AP fixes, reclass, adjusting JEs; then monthly close
  • Timeline: 3 weeks cleanup + first close next month-end
  • Result: tax-ready pack (P&L/BS/Aging), CPA review, period-lock; partner sold ongoing Growth tier at 45% markup

Case Study B - AR/AP Engine Under Your Brand (Construction, QBO)

  • Pain: owner approvals bottleneck + late subs payments
  • Scope: AP capture, 2-way approvals, scheduled runs; light AR collections cadence
  • SLA: same-day ticket responses; draft pack in 5 business days post-statements
  • Result: DSO ↓ 18%, on-time closes, CPA-reviewed packs; partner added 5 similar GCs in 90 days

Case Study C - E-commerce Payouts & COGS (Shopify + Amazon, Xero)

  • Pain: net-only deposits, margin volatility, sales-tax misposts
  • Scope: payout mapping (gross→fees→reserves→net), inventory/COGS corrections, facilitator sales-tax logic
  • Timeline: 4 weeks remediation; ongoing Scale tier
  • Result: stable channel margins, inventory asset tied to valuation; CPA-reviewed and period-locked monthly

Case Study D - Multi-Entity Consolidation (HoldCo with 4 LLCs, QBO)

  • Pain: mismatched Due To/Due From; no consolidated view
  • Scope: chart standardization, intercompany true-ups, consolidation worksheet with eliminations
  • Result: lender-ready consolidated TB, entity books reconciled and CPA-reviewed; partner won CFO-style advisory upsell

Case Study E - Seasonal Surge (Tax Season Pod Expansion)

  • Motion: 14 client cleanups Jan–Mar; pod capacity doubled for 10 weeks
  • SLA: all cleanups hit window; first closes by target month-ends
  • Result: $xxk added monthly CAS revenue (partner markup 35-55%) without hiring

Common Use Cases

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

Cleanup to Monthly Close (most common)

Adjusting journal entries and accruals

AR/AP Outsourcing (maker/checker; approvals stay with client)

Fixed asset and depreciation tracking

E-commerce & Inventory (Shopify/Amazon, FX, reserves)

Payroll and expense integration

Multi-Entity & Consolidation (Due To/Due From, eliminations)

Payroll and expense integration

Seasonal Capacity (pods expand with your pipeline)

Outcomes You Can Promise

  • tick Onboarding 3-7 business days after access
  • tick Cleanup 1-4 weeks with firm window
  • tick Draft pack ≤5 business days post-statements; CPA-reviewed same-day finalization
  • tick Period-lock guidance; audit trail preserved

Frequently Asked Questions

White-label means we don’t disclose end clients. We share anonymized stats and will co-create named case studies with your permission.

No. We work natively in QBO/Xero and integrate common stacks (Stripe, Shopify, Amazon, Gusto, Dext/Hubdoc).

Yes-as your team, if invited. We remain white-label.

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

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