White-Label Catch-Up Bookkeeping for CPA and Accounting Firms
Scale Without Hiring. White-Label Catch-Up Bookkeeping Built for CPA and Accounting Firms.
Get Your Free QuoteWhite-label catch-up bookkeeping helps CPA and accounting firms clean up client backlogs under their own brand before transitioning those clients into recurring monthly service. Many firms inherit clients with months or years of incomplete, inaccurate, or unreconciled books. White-label catch-up bookkeeping allows your firm to resolve these issues quickly without tying up internal staff or delaying tax and advisory work. All catch-up work is delivered under your brand, using standardized workflows and CPA-reviewed processes.
When Firms Need White-Label Catch-Up
Clients have not maintained monthly bookkeeping- Prior bookkeepers left incomplete or inaccurate files
- Firms onboard new tax or advisory clients mid-year
- Backlogs surface during tax season
Catch-up bookkeeping is commonly required when:
White-label catch-up allows firms to say yes to these clients without disrupting ongoing monthly delivery.
How White-Label Catch-Up Works
White-label catch-up bookkeeping follows a structured process designed for firm use.
Your firm:
- Owns the client relationship
- Sets expectations and pricing
- Presents final deliverables
Our team:
- Reviews the historical QuickBooks or Xero file
- Identifies missing months and errors
- Reconciles accounts and corrects data
- Delivers cleaned, CPA-reviewed books
All communication and reporting remain branded as your firm.
Scope of White-Label Catch-Up Services
- Historical transaction categorization
- Bank and credit card reconciliations
- Correction of posting errors and duplicates
- Payroll journal tie-outs
- Balance sheet cleanup
- Month-by-month close verification
White-label catch-up bookkeeping typically includes:
The goal is to deliver a clean, tax-ready file that can immediately move into monthly bookkeeping.
Catch-Up Pricing and Timelines
Catch-up work is quoted separately from monthly service.
Pricing depends on:
- Number of months affected
- Quality of existing data
- Transaction volume
- Complexity such as inventory or multiple entities
Most catch-up projects are completed within one to four weeks depending on scope. Once complete, clients transition into white-label monthly bookkeeping under your brand.
White-Label Catch-Up vs Doing It In-House
Handling catch-up work internally often overwhelms staff and delays tax preparation or advisory work.
White-label catch-up allows firms to:
- Clear backlogs quickly
- Protect internal capacity
- Maintain consistent quality
- Avoid overtime or temporary hires
This makes catch-up a profitable entry point instead of a bottleneck.
Transitioning from Catch-Up to Monthly Service
After catch-up is complete:
- Books are reviewed and verified
- Prior periods are stabilized
- Monthly workflows are established
Clients then move seamlessly into recurring white-label bookkeeping, creating long-term predictable revenue for your firm.
Who White-Label Catch-Up Is Best For
White-label catch-up bookkeeping is ideal for:
- CPA firms onboarding new tax clients
- Firms handling seasonal backlog surges
- Bookkeeping firms inheriting messy files
- Firms offering cleanup as an entry service
It allows firms to grow without sacrificing quality or staff bandwidth.
Need help clearing client backlogs under your brand?
Request a confidential white-label catch-up review and get a clear timeline and scope.