White Label Bookkeeping Services for Accountants

A referral transfers the client relationship. The other provider invoices the client, answers their questions and becomes a second adviser in the file. White label keeps the engagement, the revenue and the client contact with your firm; only the production work moves.

Cost is usually quoted per client, per month, and driven by transaction volume, the number of accounts to reconcile, entity structure, and whether payroll or AP/AR are in scope. Our published range is on this page under What it costs, and what your firm makes. Catch-up and cleanup work is scoped and quoted separately from the monthly fee.

It can be, for a single-entity business with low transaction volume, few accounts and no payroll or AP/AR work. It is usually not realistic for a multi-entity client, a business reconciling merchant or platform payouts, or a file that needs cleanup first. The figure matters less than what it covers — compare scope before comparing price.

US CPA-level work generally bills between roughly $150 and $450 an hour in 2026, with partner time in major metros running higher and specialist work higher again. Bookkeeping and data-entry time, when a firm bills it hourly, sits far lower — commonly in the $40 to $90 range. Figures come from 2026 industry surveys including the National Society of Accountants' Income & Fees survey and firm benchmarking reports. The gap between those two bands is the whole argument for outsourcing production work: partner-rate hours spent on reconciliations are the most expensive hours a firm owns.

For a business buying directly, monthly bookkeeping commonly runs a few hundred dollars a month at the simple end and into four figures where there is payroll, AP/AR, multiple entities or high transaction volume. Hiring in-house is a different calculation — the Bureau of Labor Statistics puts average pay for a full-time bookkeeper at around $47,000 a year before payroll taxes, benefits, software and recruiting. For an accounting firm, the number that matters is not the price but the spread: what you pay for production against what you can defensibly bill.

Automation has taken over most transaction capture and a growing share of categorisation, and that is genuinely reducing hours. What it has not replaced is judgement: deciding how an unusual transaction should be treated, spotting that a reconciliation ties but is wrong, and knowing when to ask rather than assume. The role is shifting from data entry toward review, and firms that outsource are increasingly buying the review layer rather than the keystrokes.

No. Reports are delivered in your firm’s format, correspondence goes through your firm, and we do not contact your clients directly unless you ask us to.

Nikita Makwana, our Reviewer and Senior Accountant, with 6+ years in practice and 12 certifications. Every file is reviewed against a fixed checklist — reconciliations tied to statements, coding consistent with prior periods, month-end journals posted and supported, aging agreed to ledger — before it goes to your firm for its own review.

Ahmedabad, India. Working hours overlap with the US business day, the people assigned to your files are named and published on our team page, and escalation runs from the assigned accountant to the reviewer to the founder.

Yes. The client owns the subscription and your firm stays administrator. We work under named user accounts with least-privilege permissions, so every entry is attributable in the audit trail, and you can revoke access at any time without our involvement.

§7216 governs tax return information. Where the recipient is outside the United States, the taxpayer's written consent is required before any disclosure, including before granting view access. For Form 1040-series filers the consent must be a standalone document meeting Revenue Procedure 2013-14, and it must carry the prescribed disclosure sentence word for word — a paraphrase invalidates it. Consents for business entity returns are less prescriptive and may sit in an engagement letter. A US preparer generally may not consent to disclose a 1040 filer's Social Security number abroad, so it must be masked first; we work from masked files by default. The duty to obtain consent is your firm's. Note that the penalties are not exclusively yours — under §301.7216-1(b)(2) an offshore provider performing auxiliary services is itself a tax return preparer, so §7216 and §6713 reach us as well. General information, not legal advice.

Access is removed on your instruction. The client's file stays with the client, workpapers and reconciliation support are handed over, and the documented per-client SOP goes with them. There is no exit fee and no retention period.

Yes, and most incoming files need it. Cleanup is scoped against the actual file, quoted separately from the monthly fee, and has a defined endpoint so it does not become an open-ended charge. Monthly cadence starts once the file is in a state worth maintaining.

We work across 33 platforms and hold named certifications in QuickBooks, Xero, Zoho Books, Sage, Gusto and Hubdoc. We are a QuickBooks Platinum ProAdvisor with an Advanced Certified ProAdvisor on the team, and hold Xero Advisor certification three times over. We work in whatever your client already uses rather than migrating them to a preferred platform.