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.

White-Label Partner FAQ & Getting Started

Name: RemoteBooksOnline
Address: US

See how white-label bookkeeping onboarding works—access, cleanup (if needed), monthly close cadence, and SLAs. CPA-reviewed delivery by Xero & QuickBooks Certified teams under your brand.

Call Me Back

Become a Partner

This page answers the most common partner questions-pricing & tiers, onboarding & SLAs, security & access, cleanup timelines, and how we stay invisible under your brand. Use it as a one-stop pre-sales link, or send it to internal stakeholders who approve CAS vendors. When you’re ready, request wholesale pricing or book a short partner demo. We’ll hold capacity and publish your first close calendar.

Quick Start - What We Need From You

Client intake (industry, software, accounts, AR/AP, payroll, apps)
QBO/Xero invites (your firm remains admin)
Prior statements & latest AR/AP aging
Branding assets for white-label reports

Pricing & Tiers

Core (recs, rules, reporting, CPA review) - typical wholesale $200-$350
Growth (add AR or AP + payroll JEs) - $350-$550
Scale (multi-entity/inventory/projects) - $550-$900+
Cleanup add-on (one-time): 1-3 mo $400-$1,200; 4-12 mo $1,200-$3,000; 13-24 mo $3,000-$6,000 (finalize post review)

Onboarding & SLAs

Onboarding 3-7 business days after access
Cleanup 1-4 weeks fixed window
Draft pack ≤5 business days post-statements; CPA-reviewed final same day
Same-day responses; period-lock guidance

Security & Access

Client-owned tenants; least-privilege roles; read-only feeds when available
Maker/checker for AP; your team approves releases
Recons & JE workpapers saved; change-log maintained

Staying Invisible

Your logo/brand on reports and proposals
We join calls as “your bookkeeping team” only by invitation
All delivery happens under your brand domain/portal if provided

Frequently Asked Questions

Do you support both QuickBooks and Xero?

Yes-Certified on both. We work in the client’s file; you retain admin.

Is CPA review included every month?

Yes. Each close is CPA-reviewed with variance notes + period-lock recommendation.

How fast can we start after we sign?

Typically 3-7 business days; if cleanup is needed, we quote a fixed window first.

Can we scale up for busy season and scale down later?

Yes. Pod capacity flexes monthly; SLAs remain in place.

Will you work directly with our client?

We can, under your brand, or stay entirely behind the scenes-your choice.

How do you price retail?

Partners commonly mark up 25-60% over wholesale depending on scope and complexity.

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