For CPA and accounting firms

White-label bookkeeping and tax prep for CPA firms

You've got more clients than hours, and hiring a seasoned bookkeeper takes months. We give you a trained team that works in your software and follows your checklists. Your clients see your name, not ours.

Book a call with our firm lead

Who it's for

Small and mid-size CPA and EA firms in the US
Firms that turn work away in busy season
Firms with a backlog of monthly bookkeeping or catch-up files

What's included

Monthly bookkeeping and reconciliations for your clients
Catch-up and cleanup files
Tax return prep workpapers (1040, 1120, 1120-S, 1065) for your review and signature
Payroll and 1099 prep
Month-end close packs in your format

How we work with your firm

  • We work inside your systems (QuickBooks Online Accountant, Xero HQ, your practice-management tool). Nothing leaves your setup.
  • You set the checklist and review points; we follow them.
  • One lead person on our side for your firm.

We never contact your clients. Not to sell, not to introduce ourselves. That's in writing in our agreement.

Your clients' data

Access only for the people on your account, through your own logins, removed when the work ends.

Our data security policy →

Price

Priced per file or per hour — we'll quote after a short call. Firm price (per hour, per file or per seat) not decided yet

Book a call with our firm lead

How it works

  1. 01

    Short call

    What work, which software, how you review.

  2. 02

    Pilot

    One paid test file so you can check our work before sending more.

  3. 03

    Ongoing

    Agreed turnaround, with a weekly check-in in busy season.

Common questions

No. We work under your name and in your systems, and we never contact your clients. That's in writing in our agreement.

You do. We prepare workpapers; your firm reviews and signs.

QuickBooks Online and QuickBooks Online Accountant, Xero and Xero HQ. We'll learn your practice-management tool.

Access only to the people on your account, through your own logins, with access removed when work ends. See our data security policy.

Turnaround to fill: e.g. monthly closes by day X; tax prep within X business days in season

Yes — one or two files first, so you can judge the work before sending more.

Our team overlaps with US business hours confirm exact hours, so questions get answered the same day.

Contract terms to fill: e.g. month to month with 30 days' notice

Talk to our firm lead

Tell us what work you'd like to hand off and which software you use. We'll reply within one business day.