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White-Label Partner Onboarding & SLAs (Zero-Friction Delivery Under Your Brand)

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.

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Bring us a client and we’ll handle the heavy lifting. Our white-label partner onboarding gets your client live in days with a documented close cadence and CPA-reviewed deliverables-while staying invisible under your brand. You remain the admin and relationship owner; we run weekly bookkeeping in Xero or QuickBooks, close each month on a published calendar, and deliver a branded reporting pack with variance notes. If the client is behind, we price and execute cleanup first, then roll into the monthly engine. Below is the exact playbook, SLAs, and responsibilities so you can sell confidently and scale capacity on demand.

Delivery Roles (Simple, No Surprises)

Your Firm (stays visible) RBO (operates white-label)
Own client relationship, pricing, proposals, invoicing Run weekly bookkeeping + month-end close under your brand
Retain admin in QBO/Xero; approve AR/AP releases Prepare AR/AP runs (maker/checker), post payroll JEs
Present financials to client Produce branded reporting pack + CPA review & variance notes
Decide scope changes/tier Staff capacity, maintain SOPs, meet SLAs

Onboarding Timeline (Standard)

Day 0-1: Access & Intake

  • Your intake form: industry, software, accounts, AR/AP scope, payroll, apps
  • Invite our team to your firm in QBO/Xero (least-privilege roles)
  • Receive the Close Calendar draft (targeting next month-end)

Day 2-4: Gap Review & Quote Finalization

  • Health check: unreconciled months, Undeposited Funds, aging issues, app mappings
  • If backlog exists: fixed-window cleanup quote (cost + timeline)
  • Confirm tier (Core/Growth/Scale), SLAs, and first close date

Day 5-10: Setup / Cleanup (if needed)

  • Rebuild rules, normalize vendors, reconcile accounts to statements
  • Fix AR/AP anomalies; post required adjusting entries
  • CPA reviewer validates tie-outs; we keep workpapers

Day 11+: Run Monthly Cadence

  • Weekly bookkeeping rhythm (imports, categorizations, exception clearing)
  • Month-end close checklist → CPA review → branded reporting pack
  • Your team presents; we remain invisible unless invited

SLAs You Can Promise Clients

  • tick Onboarding: 3-7 business days after access
  • tick Catch-Up (if needed): 1-4 weeks (firm window after assessment)
  • tick Close Calendar: target next month-end after onboarding
  • tick Response Times: same-day on business days; monthly checkpoint call available
  • tick Quality Controls: dual-control checklist; CPA review before period-lock recommendation

What “Done” Looks Like Each Month (Deliverables Under Your Brand)

  • tick Reconciliations for all bank/credit/loan accounts (PDFs saved)
  • tick Reporting Pack: P&L, Balance Sheet, AR/AP aging, cash highlights (branded)
  • tick Variance Notes: concise explainer of what changed and why
  • tick Adjusting Entries: accruals, prepaids, depreciation with schedules
  • tick Period-Lock Guidance: protect prior months from drift

AR/AP & Payroll-How Handoffs Work

  • tick AR (optional): we prepare invoicing and cash application; you/your client retain collection strategy
  • tick AP (optional): we capture bills, route approvals, and schedule payment runs; you approve releases
  • tick Payroll JEs: we post imports and accruals; payroll filings remain with the payroll provider/your firm

Capacity on Demand (How We Scale With You)

  • tick Tiered pods (Core/Growth/Scale) expand headcount without re-training your staff
  • tick Standardized SOPs per client; any pod can step in with no loss of context
  • tick Forecast tool (simple sheet) to reserve capacity for upcoming wins

Security, Access & Audit Trail (Client-Safe by Design)

  • tick Client-owned QBO/Xero; we operate under least-privilege roles
  • tick Read-only bank feeds wherever possible
  • tick All activity remains in client audit logs; changes tracked in SOP change-log

What We Need From You (Checklist)

  • tick Intake form + QBO/Xero access + connected app list
  • tick Prior month statements for all accounts; latest AR/AP aging
  • tick Scope confirmation (AR, AP, payroll JEs, inventory/multi-entity)
  • tick Preferred branding (logo, firm name, email signatures)

Ready to Onboard Your Next Client Seamlessly?

Book a partner demo or request wholesale pricing and we’ll hold capacity for your pipeline.

Become a Partner

Frequently Asked Questions

Within days. We reserve capacity via pods; timelines are SLA-backed even during busy season.

Not unless you want them to. We deliver white-label artifacts and can join as “your bookkeeping team” if invited.

We propose a fixed-window cleanup (cost + timeline). After cleanup and CPA review, we move into the monthly cadence.

Use Growth with both workflows or step up to Scale if complexity is high. We’ll confirm the tier after a 10-minute file review.

You do. We produce the branded reporting pack and talking points (variance notes); your firm stays front-and-center.

Yes-tiers change with volume/complexity. We update after month-end to keep the close on schedule.

We provide a period-lock recommendation post CPA review; you control the lock in QBO/Xero.

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

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