Solutions for CPA Firms: White-Label and Referral Partners

---

✅ Bookkeeping Services We Provide

• Transaction Categorization & Data Entry
• Bank & Credit Card Reconciliations
• Accounts Payable & Accounts Receivable Support
• Month-End Close Support
• Accruals & Adjusting Journal Entries
• General Ledger Clean-Up & Historical Catch-Up
• Clear Bookkeeping Reports (P&L, Balance Overview, Cash Flow Tracking)
• 1099 Filing & W-9 Collection
• QuickBooks Support (Online & Desktop)

• White-Label or Co-Branded Delivery Options - seamlessly integrate our work under your firm’s brand.
• Flexible Engagements – available for one-time projects, seasonal peak periods, or ongoing support.
• Confidential & Secure – all work is performed under strict confidentiality and NDA protection.
• Bookkeeping Software Expertise – specializing in QuickBooks Online & Desktop, SAP, and adaptable to other platforms.

✔️ CPA firms during busy tax season

✔️ Accounting practices without in-house bookkeepers

✔️ Fractional CFOs needing operational support

✔️ High-volume firms scaling fast

• Increase capacity without hiring full-time staff
• Maintain your brand—our support is invisible to your clients
• Improve turnaround times and data accuracy
• Scale profitably with a U.S.-based bilingual team you can trust

Expand your value, earn rewards.

We offer a simple and transparent referral program for CPA firms, consultants, and finance

professionals who refer bookkeeping clients to us.

How it works:

✔️ Refer a business client in need of bookkeeping

✔️ Earn a referral bonus or ongoing commission for every qualified sign-up

✔️ All relationships are handled with full confidentiality and professionalism

Whether you want a white-label partnership or prefer to simply refer and earn, we’ll make

sure your contacts are well taken care of—and you’re rewarded.

✆✉ Contact us today to learn how our white-label bookkeeping and referral

programs can help you grow your firm with confidence and flexibility.