Outsourced Bookkeeping for CPA Firms • White-Label Partner

Your Overflow Is Our Specialty

We handle the bookkeeping your CPA firm doesn't have capacity for—so you can focus on tax, advisory, and growing your practice. White-label or direct billing. Your clients never know we exist.

Call us: (516) 895-5400

Monthly Dashboard

January 2025
Reconciled
Revenue
$47,250
12% vs last month
Expenses
$18,340
3% vs last month
Net Income
$28,910
24% vs last month
AR Outstanding
$6,420
3 invoices pending
Bank accounts reconciled
Credit cards reconciled
Financial reports delivered
100%
White-Label Service
15th
Monthly Close Guarantee
0
Hiring Headaches
10+
Years Experience

Outsourced Bookkeeping for CPA Firms

You became an accountant to do meaningful work—tax strategy, advisory, helping clients grow—not to chase receipts. We handle the bookkeeping overflow so you can focus on what actually grows your practice.

White-Label Bookkeeping

We work as an invisible extension of your firm. Your clients think we're your staff. You keep the relationship—we do the work.

  • 100% behind-the-scenes service
  • Use your firm's email & branding
  • You bill the client, we bill you
  • Maintain margin on bookkeeping work

Direct Client Handoff

Have clients you'd rather not service? Hand them to us. We bill them directly for bookkeeping—you keep the tax and advisory relationship.

  • We become their bookkeeper
  • You stay on as their CPA
  • No more low-margin bookkeeping grind
  • Seamless transition—clients stay happy

Overflow Accounting Work

Tax season crushing you? Staff quit unexpectedly? We're your surge capacity—ready to absorb overflow work without you hiring.

  • Scale up instantly during busy season
  • No recruiting, training, or managing
  • Consistent quality every time
  • Scale down when things slow down

Quality You Can Trust

Your reputation is on the line. We deliver consistent, accurate work that meets your standards—every single time.

  • QuickBooks ProAdvisor certified
  • Documented processes & QC reviews
  • Tax-ready books by the 15th
  • Responsive communication

Start Offloading Work This Week

Getting started is simple. Most CPA firms are up and running within days—not weeks.

1

Quick Discovery Call

15-minute call to understand your firm, your overflow needs, and which clients you want to offload.

2

Choose Your Model

White-label (we work invisibly as your staff) or direct billing (we become their bookkeeper, you keep the CPA work).

3

Hand Off Clients

Give us QuickBooks access for the clients you want to offload. We take it from there—setup, cleanup, ongoing work.

4

Free Up Your Capacity

Take on more tax & advisory clients without hiring. We handle the bookkeeping overflow while you grow your practice.

The CPA Firms We Work Best With

We specialize in accounting firm outsourcing for small to mid-size CPA practices across the country.

Solo Practitioners

You're the whole firm. Let us handle bookkeeping clients so you can focus on tax returns and advisory work.

Small Firms (2-10 staff)

Growing faster than you can hire? We're your instant capacity boost—no recruiting, training, or managing required.

Tax-Focused Practices

You'd rather do tax planning than bank recs. We get it. Offload the bookkeeping and do what you actually enjoy.

Growing Practices

Taking on new clients but can't hire fast enough? We scale with you—add capacity instantly during growth spurts.

Seasonal Overflow

Crushed during tax season but slow in summer? We're your flex capacity—scale up and down as needed.

Quality-Focused Firms

Your reputation matters. We deliver work that meets your standards—because our reputation depends on it too.

Flexible Partnership Pricing

We price per client based on complexity. White-label or direct billing—your choice. Sample pricing below; every engagement is custom-quoted.

Simple Clients
$ 200 /client/mo

Basic bookkeeping for straightforward small business clients.

  • Up to 100 transactions/month
  • 1-2 bank/credit card accounts
  • Monthly reconciliation & close
  • P&L and Balance Sheet
  • White-label or direct bill
Get Quote
Complex Clients
$ 750 /client/mo

High-volume or complex clients with advanced requirements.

  • 500+ transactions/month
  • Multiple entities supported
  • Full AP/AR management
  • Custom reporting
  • Job costing & project tracking
  • Dedicated account manager
Get Quote

We Also Work Directly with Small Businesses

Looking for a bookkeeper for your business? We've got you covered too. Same quality, same reliability—direct relationship with you.

Get Bookkeeping Help

Questions CPA Firms Ask Us

We work completely behind the scenes. We can use your firm's email address, follow your processes, and communicate in your name. Your clients think we're your staff. You bill them directly and maintain the relationship—we just do the work.

White-label: We're invisible. You bill the client, you keep the margin, we do the work. Direct billing: We become their bookkeeper directly. We bill them, you keep the CPA relationship for tax and advisory. Some firms use both models for different clients.

Only if you want them to. With white-label service, we operate under your brand. With direct billing, we present as your "bookkeeping partner." Either way, you maintain the primary relationship. Your reputation is protected.

We follow documented processes with built-in QC reviews. We'll learn your preferences and standards, then deliver consistently. If something isn't right, we fix it immediately. Your reputation is on the line—we take that seriously.

That works perfectly. Many CPA firms ramp up with us during tax season and scale back in summer. We're flexible—no long-term contracts required. Use us when you need capacity, pause when you don't.

Most firms are handing off clients within a week. Quick call to understand your needs, agree on the model, get QuickBooks access—and we take it from there. We can absorb overflow work fast when you need it.

Ready to Offload Your Overflow?

Stop turning away clients. Stop drowning in bookkeeping. Let's talk about how we can help your firm grow.

Or email us: [email protected]

Let's Talk About Your Overflow

Pick a time that works for you. 15 minutes is all we need to see if we're a fit.

Call or text us (516) 895-5400
Serving

CPA Firms Nationwide

Outsourced Bookkeeping for CPA Firms: White-label partner for accounting firms nationwide. Based in Long Island, NY.