We Do the Books.
You Keep the Client.
Accountlet handles bookkeeping for your clients under your brand. Your clients never know we exist. You expand your service offering, generate new revenue, and free your team to focus on high-value tax and advisory work.
You Refer the Client
Send us a client who needs bookkeeping. We onboard them seamlessly under your firm's name.
→We Do the Work
Our U.S.-based team handles all bookkeeping, reconciliation, and monthly financial reports.
→You Deliver the Results
Clean books and reports delivered under your brand. Your client sees you as their complete financial partner.
→You Keep the Margin
Bill your client whatever your market supports. You earn the difference between our rate and yours.
Offer Bookkeeping Without the Overhead of Doing It Yourself
Most CPA firms are asked for bookkeeping help regularly. White labeling with Accountlet lets you say yes — without hiring, training, or managing additional staff.
Add a New Revenue Stream Immediately
Your clients already trust you with their taxes. Adding white label bookkeeping under your brand captures revenue you're currently turning away or losing to competitors. Charge what your market supports and keep the margin.
No Hiring or Training Required
A qualified bookkeeper costs $45,000—$65,000 per year before benefits, software, and supervision. With Accountlet, you add bookkeeping capacity immediately at a fraction of the cost — and we scale with you.
Your Clients Stay Loyal to You
When you handle both bookkeeping and tax, your clients have no reason to look elsewhere. You become their complete financial partner — which protects and deepens the relationship you've already built.
Your Books Arrive Tax-Ready
When Accountlet maintains your clients' books, you get organized, accurate QuickBooks files at tax time. No more receiving shoeboxes of receipts. No more cleaning up a year of chaos before you can file.
Scale Without Adding Headcount
Whether you want to add 2 bookkeeping clients or 20, Accountlet absorbs the volume. You grow your practice without growing your payroll — one of the most powerful economics in professional services.
Focus on High-Value Work
Your expertise is in tax strategy, advisory, and complex accounting — not monthly transaction categorization. Hand that off to us and redirect your team's time to work that commands premium fees.
Completely Invisible to Your Client. Completely Professional.
We operate entirely in the background. All communication with your client happens through you. All deliverables carry your brand. We are simply your behind-the-scenes bookkeeping team.
- Your brand on everything — reports, emails, and deliverables all in your firm's name
- We never contact your client directly — all communication flows through your firm
- QuickBooks access in your client's account — books stay in their name, their platform
- Monthly books delivered to you — you review, approve, and deliver to your client
- Tax-ready files at year-end — everything organized exactly the way you need it
- Dedicated point of contact — one Accountlet team member handles your firm's clients
🏢 White Label Workflow — Monthly Cycle
What happens behind the scenes every month
1st of Month — We Begin
We access your client's QuickBooks and begin reconciling all transactions from the prior month.
Mid-Month — Books Completed
All accounts reconciled, transactions categorized, and financial statements prepared under your firm's letterhead.
Your Review
We deliver the completed package to you for review. You approve, request adjustments, or add your own notes before client delivery.
You Deliver to Client
You send the reports to your client under your brand. They see professional, timely financials from their trusted CPA firm.
Year-End — Tax Ready
Clean QuickBooks files, trial balance, and supporting schedules — everything you need to file efficiently.
Everything We Handle for Your Clients' Books
We cover the complete bookkeeping function so your team never has to touch a transaction.
Monthly Bookkeeping & Reconciliation
Every transaction categorized, every account balanced — delivered clean every single month.
Profit & Loss Statements
Monthly P&L reports formatted for your review and ready to deliver to your client under your brand.
Balance Sheet
Accurate balance sheets maintained monthly so your clients always have a current financial snapshot.
Cash Flow Statements
Monthly cash flow statements that give your clients — and you — visibility into liquidity at all times.
Payroll & Contractor Reconciliation
Payroll entries and contractor payments reconciled correctly every pay period.
Tax-Ready Year-End Package
Trial balance, supporting schedules, and organized QuickBooks files delivered exactly how you need them.
QuickBooks Setup & Cleanup
We set up new clients correctly from day one, or clean up existing books before starting monthly service.
Catch-Up Bookkeeping
Clients behind on their books? We clean up months of backlogged records quickly and efficiently.
Dedicated Firm Contact
One dedicated Accountlet professional handles all of your firm's clients — consistent, responsive, accountable.
Your Client Relationship Is Sacred. We Protect It.
We understand that your client relationships are the most valuable thing in your practice. Our white label agreement includes strict confidentiality terms. We never market to your clients, never mention Accountlet to them, and never operate outside the boundaries you set.
NDA & Confidentiality Agreement
Every white label partnership is covered by a mutual NDA. Your client list, your business information, and your firm's processes are completely protected.
We Never Contact Your Clients
All client-facing communication goes through your firm. We never reach out to your clients directly, never market to them, and never identify ourselves to them under any circumstances.
Your Brand. Every Time.
Every report, summary, and deliverable carries your firm's name. We operate invisibly so your clients experience a seamless, professional service from their trusted CPA.
Wholesale Rates for CPA Firm Partners
These are our rates to you. Charge your clients whatever your market supports — the margin is yours to keep.
Simple Books
For clients with straightforward finances and up to 150 monthly transactions.
- Monthly bookkeeping & reconciliation
- P&L and balance sheet
- Up to 150 transactions/mo
- Delivered to your review queue
- Your brand on all deliverables
Active Business
For clients with payroll, higher transaction volume, and multiple accounts.
- Everything in Starter
- Up to 400 transactions/mo
- Cash flow statement included
- Priority turnaround
- Dedicated firm contact
Complex Client
For high-volume clients, multi-entity structures, or clients needing annual tax prep.
- Everything in Growth
- Up to 750 transactions/mo
- Multi-entity support
- Annual tax prep included
- Custom reporting available
Have 10+ clients to refer? Let's discuss a volume pricing arrangement →
Ready to Become a White Label Partner?
Fill out the short form below. We'll be in touch within one business day to schedule a discovery call and walk you through the partnership process.
White Label Partnership Questions
No — and that's the whole point. All deliverables are branded with your firm's name. We never communicate with your clients directly and never identify ourselves to them. To your clients, seamless bookkeeping is simply another service your firm provides. Accountlet operates entirely behind the scenes.
You'll have one dedicated Accountlet point of contact who handles all of your firm's client accounts. They're reachable by phone and email and typically respond the same business day. Monthly deliverables are sent to you for review and approval before anything goes to your client-facing workflow.
No. You can start with a single client and add more as your comfort and demand grow. There are no minimums, no quotas, and no lock-in periods. We want the relationship to grow organically and earn your continued partnership through the quality of our work.
We work exclusively in QuickBooks Online — in each client's own account. This means your clients own their data at all times. You maintain full access as their accountant, and everything is structured exactly the way you need it for tax preparation and financial review. We never use proprietary systems that lock anyone in.
We have experience across a wide range of industries including restaurants, retail, real estate, healthcare, transportation, e-commerce, contractors, nonprofits, med spas, and startups. When you refer a client, we match them with a bookkeeper who has direct experience in their industry — not a generalist who has to learn on the job.
You are billed by Accountlet at our wholesale rates each month per active client. You bill your clients at whatever rate you choose. The margin between the two is your revenue. There are no setup fees, no contracts, and billing begins only once a client is actively onboarded and their first month of work is underway.
Turn Your Client Relationships
Into a New Revenue Stream.
Join other CPA firms who are expanding their practice and serving clients better — without adding headcount. Apply today and be up and running within a week.
Accountlet LLC provides bookkeeping and tax preparation services and does not offer Audit, Review, or Attestation Services. White label partnerships are subject to a separate partnership agreement and NDA. Prices shown are wholesale partner rates per client. Final pricing may vary based on transaction volume and service scope.