White-Label Bookkeeping for Firms

QuickBooks Online, Xero and other common cloud platforms, plus tools your firm already uses such as receipt capture and bill pay apps.

Yes. You remain the firm of record and the client's main contact. We raise questions through you unless you prefer otherwise.

We agree a close calendar with you during onboarding, based on how quickly bank statements and client information are available.

Yes. We usually start with a cleanup project, then move the client onto the monthly routine.

Typically a monthly fee per client based on transaction volume and complexity, agreed in writing up front.

Each close follows your checklist, and a BATS reviewer checks the work before it reaches you. You see the same format for every client.

Yes. We can work inside tools such as Karbon, Canopy or TaxDome, using the tasks and deadlines you set.

We scale with you. Most firms start with a group of clients and add more once the process is running smoothly.

Yes. We sign confidentiality agreements, use only the access you provide and follow a written information security plan.

CPA and EA firms, bookkeeping practices and businesses that need dependable accounting capacity without hiring more full-time staff.

We sign confidentiality agreements, follow a written information security plan, use multi-factor authentication and work only through the role-based access you grant.

Yes. Most engagements begin with a pilot batch or trial month so you can check quality and communication before committing to more volume.