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Accounting › For CPA firms

The bookkeeping engine behind your CPA firm.

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Hand us the reconciliation-and-close work; keep your team on tax, planning, and advisory. White-label, CPA-ready books delivered behind the scenes — we never touch returns, attestation, or your client relationships. The records arrive clean; the credit stays yours.

We never market to, poach, or advise your clients. Not a competing CPA firm — bookkeeping only. Partner-priced.

White-label, never your clients Reviewed before delivery Reconciled, documented

Reviewed before delivery: reports go out only after the accounts behind them agree with their statements and every open question is listed for you. What the review checks.

RECONCILED BOOKS us — behind the scenes YOUR CPA FIRM your client — stays yours

Quick answer

White-label bookkeeping for CPA firms: we run reconciliation and the monthly close behind the scenes and hand your team CPA-ready books, never marketing to or advising your clients. The relationship and billing stay yours. If a client's file needs cleanup before the close can start, we scope that to your firm in writing first.

Why CPA firms outsource books

Your highest-value hours aren't data entry.

Every CPA firm knows the trap: client files arrive at tax time needing a month of bookkeeping before a return can be touched, and suddenly your licensed team is doing reconciliation work at the worst possible moment. The work has to happen — but it doesn't have to happen on your bench.

We take the reconciliation-and-close layer off your plate, all year or just at crunch time, and hand it back clean. There's a reason this is the honest answer to the question owners ask — should my CPA do my bookkeeping? — for a typical small business, no, because a CPA firm's time is better spent on the work only a CPA can do.

The file is checked before it's handed to your CPA. That review is what makes the handoff genuinely CPA-ready — not a file you'll have to redo. More on how we work →

Your clients stay yours

No marketing, no upsell, no contact outside the work. The relationship is yours; we stay invisible.

Genuinely CPA-ready

Reconciled to source and documented — records your team files from, not rebuilds.

Ongoing or crunch-time

A steady monthly cadence, or surge capacity for the files that reach your team a mess before a deadline.

FAQ · Updated October 2026

The questions firms ask before partnering.

Your firm keeps the client relationship; we keep the books behind the scenes. We work in the client's QuickBooks file (or yours), reconcile every account, run the monthly close, and hand your firm clean, documented, CPA-ready records on the cadence you set — so your team spends its time on tax, planning, and advisory instead of catch-up bookkeeping. To the client, it's your firm's work product; we're the reliable engine underneath it.
No. We don't market to your clients, don't pitch them other services, and don't put ourselves between you and them. The whole arrangement only works on trust, so the client stays your firm's client, full stop. We're the bookkeeping subcontractor; the relationship, the advice, and the billing are yours.
No, and that's exactly why this works — we're an operational bookkeeping practice, not a CPA firm. We don't prepare or file income-tax returns, don't perform audits, reviews, or attestation, and don't offer the licensed services your firm does. We do the reconciliation-and-close work that has to happen before any of that, and hand it up to you. There's no overlap to be nervous about.
Reconciled books with every bank, credit-card, and loan account tied to source, a closed period, owner- and CPA-ready financial statements, and written documentation of any material corrections — the standard we'd want if we were the one filing from it. Whether it's ongoing monthly work or a one-time cleanup of a client file that arrived a mess before tax season, you get records your team can work from immediately instead of rebuilding.
We onboard a batch the same disciplined way we onboard one, just in parallel: a short scope per client, secure access to each file, and a defined deliverable. The handoff to your team is what makes it usable — a reconciled trial balance, documented adjusting entries, supporting reconciliations, and a note on anything material we corrected, so your preparer can pick it up without reverse-engineering what we did. We'll agree the format your firm wants up front so it drops straight into your workflow rather than creating a translation step.
Yes. At crunch time we can take the overflow — the files that show up needing a month or a year of bookkeeping before a return can be touched — so your licensed staff isn't doing catch-up reconciliation in March and April. We'll be straight with you about capacity and turnaround when you scope the work, rather than promising a volume we can't hold to the standard.
Per client, with access you and the client control. We use accountant-level access to each client's own QuickBooks rather than holding their data in some separate system, documents move by secure exchange, with multi-factor authentication on each login we hold for a client's books, and access can be granted and revoked per engagement. Because we never market to or contact your clients, our footprint stays strictly inside the books — we're the subcontractor in the file, not a party to the relationship.

The work itself: monthly bookkeeping · one-time cleanups · the full offer.

For accounting & CPA firms

Put a reliable bookkeeping engine behind your firm.

Let's talk about how a white-label partnership would work for your firm — ongoing, crunch-time, or both. Your clients stay yours; the books arrive clean. The first conversation commits you to nothing.

Request a call Get in touch
White-label, never your clients Not a competing CPA firm Reconciled, documented, ready