Your brand.
Our bookkeepers.
CPA firms, agencies and platforms: offer monthly bookkeeping under your own name. Our teams do the work behind the curtain. Your clients never know we exist. That's the point.
Three partners we power
Keep the client relationship and the advisory fees. Offload the monthly bookkeeping grind to a team that delivers on your letterhead.
Add "bookkeeping" to your service menu without hiring a finance team. New recurring revenue line, zero delivery risk.
Bundle brand-standard bookkeeping into your franchisee package, under your brand, at network pricing.
Invisible by design
Deliverables in your report formats, from your domain, in your tone. We disappear completely.
A stable team assigned to your book of clients: same people, month after month.
Contractual delivery dates per client tier. Our 99.2% on-time record does the promising.
Every set of books passes a second set of eyes before it reaches you. Your name deserves it.
Partner rates with volume tiers. You set your retail margin. Most partners run 40–60%.
Land ten clients in a quarter? We staff it. Seasonal spike? Covered. No hiring on your side.
Partnership in four steps
Your client profile, volumes and margins, and whether we're a fit. NDA first if you like.
Service tiers, delivery dates, escalation paths and your report templates, in writing.
A small batch through a full monthly cycle. You inspect everything before scaling.
Move clients over in waves. Your squad grows as you add clients. Capacity is our problem.
Add bookkeeping.
Skip the hiring.
Tell us about your client base. We'll bring a pilot plan to the first call.