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White-Label Bookkeeping Proposal Templates & Sales Playbook (Download)

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

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Stop rebuilding proposals from scratch. This white-label bookkeeping proposal kit gives your firm branded, plug-and-play templates and a tight sales playbook-so you quote fast, protect margins, and set clear expectations. Each proposal includes scope blocks (Core/Growth/Scale), SLA language, and the CPA-reviewed monthly close checklist clients care about. Drop in your logo, pick the tier, add options (AR, AP, payroll JEs, inventory, multi-entity), and send. Use the pricing guidance and objection handlers to speed approvals. Delivery remains under your brand; we stay invisible while you present the monthly reporting pack.

What’s Inside the Proposal Kit

  • tick Master Proposal (DOCX/Google Doc): branded cover, scope blocks, SLAs, fees, terms
  • tick Scope Library: Core, Growth (AR/AP), Scale (consolidation/inventory), Cleanup add-on
  • tick SLA Insert: onboarding 3-7 days, cleanup 1-4 weeks, draft pack ≤5 biz days post-statements, CPA review + period-lock guidance
  • tick Close Checklist Insert (CPA-reviewed): reconciliations, rules, AR/AP review, adjusting JEs, reporting pack, variance notes
  • tick Pricing Addendum: wholesale→retail examples, markup guidance
  • tick Objection-Handling One-Pager + Email Snippets (intro/proposal/nudge/kickoff)

What’s Included in Each Service Level

Core (always on)

  • Reconciliations to statements; categorization & rules; reporting pack (P&L, BS, AR/AP aging, cash highlights); CPA review + variance notes + period-lock guidance

Growth (add one or both)

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

Scale (complexity)

  • Multi-entity & consolidation cadence; Due To/Due From mirrors
  • Inventory/COGS tie-outs, e-commerce payouts (gross→fees→net)
  • Custom reporting by class/location/channel

Cleanup (one-time add-on)

  • Historical reconciliations, UF/suspense clearing, AR/AP fixes, reclass, adjusting JEs, workpapers, CPA review + variance note

SLA Language

  • tick Onboarding: “Starts within 3-7 business days after access.”
  • tick Cleanup: “Fixed window 1-4 weeks, confirmed after assessment.”
  • tick Monthly Close: “Targets your next month-end; draft pack within 5 business days after statements/feeds.”
  • tick Quality Controls: “Dual-control checklist + CPA review before period-lock.”
  • tick Response: “Same-day on business days.”

Pricing Guidance (wholesale → retail)

  • tick Core: $200-$350 wholesale → 40% markup ⇒ $280–$490 retail
  • tick Growth: $350–$550 wholesale → 45% markup ⇒ $508-$798 retail
  • tick Scale: $550–$900+ wholesale → 50% markup ⇒ $825–$1,350+ retail

Cleanup add-on: 1–3 mo $400–$1,200; 4–12 mo $1,200–$3,000; 13–24 mo $3,000–$6,000 (finalize post review)

Sales Playbook

  • tick We deliver CPA-reviewed closes under your brand.
  • tick Diagnose fast: transactions, accounts, AR/AP, payroll, inventory, entities, apps.
  • tick Recommend tier (Core/Growth/Scale) + cleanup if needed.
  • tick Set calendar: onboarding in days; first close next month-end.
  • tick De-risk: show checklist + period-lock; emphasize least-privilege access.
  • tick Send proposal same day; book kickoff.

Frequently Asked Questions

Yes-your logo, colors, firm name, and domain. We remain invisible unless you invite us onto calls.

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

No-cleanup is a one-time project with a fixed window; monthly starts once the file is clean.

Yes-use Growth to add AR or AP; or add both when process maturity exists (or step up to Scale).

Typically 3-7 business days after access; first close targets your next month-end.

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

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