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White-Label Bookkeeping Pricing & Partner Tiers (+ Margin Calculator)

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

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Scale your firm with predictable costs and premium delivery. Our white-label bookkeeping pricing is organized into simple partner tiers so you can quote confidently, protect margins, and deliver CPA-reviewed monthly closes under your brand. Every tier runs on a documented close checklist: reconciliations to statements, rules, AR/AP (optional), payroll JEs, reporting pack, and CPA review + variance notes. Use the margin calculator inputs to estimate your retail price and monthly profit per client-before you send a proposal. Wholesale ranges below are indicative; we finalize after a 10-minute file review and provide a firm SLA-backed quote.

Partner Tiers

Tier Best For Scope (always includes CPA-reviewed close) Typical Wholesale
Core simple single-entity Recs, rules, reporting pack, CPA review $200-$350
Growth Add one workflow (AR or AP) Core + AR invoicing/cash app or AP bills/approvals + payroll JEs $350-$550
Scale Multi-entity / inventory / projects Growth + consolidation cadence & advanced tie-outs $550-$900+

Pricing depends on transactions, bank/credit/loan accounts, AR/AP usage, payroll, inventory, entities, and connected apps.
Catch-up/cleanup is quoted separately.

What’s Included by Tier (Delivered Under Your Brand)

Core (always on)

  • Bank/credit/loan reconciliations to statements
  • Categorization & rules (vendor normalization, recurring entries)
  • Reporting pack: P&L, Balance Sheet, AR/AP aging, cash highlights
  • CPA review with variance notes and period-lock recommendation

Growth (adds one operational flow)

  • AR: invoicing, cash application, aging review, light collections cadence or
  • AP: bill capture, 2-way approvals, scheduled payment runs (maker/checker)
  • Payroll JEs: imports, accruals, liabilities tie-outs

Scale (complexity & roll-ups)

  • Multi-entity support, Due To/Due From mirroring, consolidation cadence
  • Inventory/COGS tie-outs, e-commerce payouts (gross→fees→net), FX (if Xero)
  • Custom reporting by class/location/channel as needed

SLA & Delivery Standards (What 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: same-day business hours; weekly status + month-end checkpoint
  • tick QA: dual-control checklist + CPA review before period-lock guidance

How Wholesale → Retail Works

Step 1

Pick a tier based on volume + workflows.

Step 2

Add one-time cleanup (if backlog) + first-month onboarding (if you bill it).

Step 3

Set retail margin (most partners mark up 25-60%).

Step 4

Present branded proposal (we provide templates).

Step 5

We deliver under your brand; you remain admin and control the relationship.

One-Time Cleanup (Before Monthly Service, if needed)

Backlog window Typical Wholesale Scope
1-3 months $400-$1,200 Recons, rules, AR/AP tidy, adjusting JEs, CPA review
4-12 months $1,200-$3,000 Full historical cleanup, workpapers, variance notes
13-24 months $3,000-$6,000 Deep cleanup; inventory/multi-entity adjustments
25+ months / Complex Custom Dedicated plan; consolidation & audit-prep

You set retail price. Catch-up quoted separately after quick file review.

Packaging Tips (Win Rate Up, Rework Down)

  • tick Lead with outcomes (on-time closes, lender-ready reports), not hours.
  • tick Keep AR or AP (one) in Growth; add both only if process maturity exists.
  • tick Quote cleanup separately-don’t bury it in monthly.
  • tick Promise a CPA-reviewed month-end and period-lock guidance.
  • tick Include a sample branded reporting pack in every proposal.

Ready to Price Your Next Client?

Estimate wholesale in minutes, set retail and margin, and send a branded proposal today.

Get Wholesale Pricing

Frequently Asked Questions

Start with Core for simple single-entity clients. Add Growth if they need AR or AP. Use Scale for multi-entity, e-commerce inventory, or project reporting.

Shown ranges are wholesale. You set retail (25-60% markup typical). We finalize wholesale after a 10-minute file review.

Yes-tiers adjust with volume/complexity. We make changes after month-end so your close stays on schedule.

Yes. Every monthly close includes a CPA review with variance notes and a period-lock recommendation.

Yes. We deliver under your brand; you remain admin and present the work.

Typically within days. Capacity scales via pods so you don’t pause sales.

Absolutely-cleanup is scoped and quoted separately; then we roll into monthly service on your close calendar.

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

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