White-label bookkeeping
Monthly books, delivered under your firm's brand.
Clean books sit under everything else: the comp figure, the planning, the advisory work. We run the monthly workflow; your firm's name goes on it.
Where it sits
The layer under the advisory work.
Comp figures, planning, and advisory all start from the books. We run the monthly close so the rest of the work starts from clean numbers, without your firm adding staff.
The monthly workflow
A fixed cadence, a person at the end of it.
Documents land.
Bank feeds, statements, and receipts come in through the secure channel. We run the document chase.
The close runs.
Categorization, reconciliation, and month-end checks run on schedule, every month.
A person reviews.
Automation does the repetitive work. A bookkeeper reviews the output before anything is called done.
Your firm delivers.
Financials go out under your firm's brand, reviewed and billed at your rate.
What you get
What lands on your desk each month.
Straight talk
We ship the workflow, not a magic robot.
Automation runs where it's earned its keep, and a person reviews the output. We don't sell AI bookkeeping as a finished product, because the category hasn't earned that claim.
Common questions
The three questions firms ask first.
The client already has a bookkeeper.
Then keep them. This layer is for the clients whose books arrive late, wrong, or not at all. Start with those.
Where does the data live?
Workflow data and documents move through the controlled environment described on the security page. The boundary is published, not implied.
What does it cost?
Wholesale to your firm, on the partner pricing sheet. Your firm bills the client at your own rate.
Talk through the bookkeeping layer.
See where it fits in your practice, or look at everything else first.