White Label Bookkeeping for CPA Firms - Delivered Under Your Brand
Accurate, timely bookkeeping performed by Finsmart's dedicated professionals and delivered seamlessly under your firm's name. Your clients never know we're here. Trusted by 100+ CPA and accounting firms across the US, UK, Europe and UAE since 2007.
From $2,400/month dedicated
7-Day Onboarding
100% White Label
NDA Protected 4.8★on G2
This Month's Deliverables
Bank Reconciliations - DoneActive
P&L + Balance Sheet - ReadyActive
Month-End Report - In ReviewDue Today
100+
CPA Firms Served
White-Label Ready
No Client Disclosure
300
Clients
100
CPA & Accounting Firms
200+
Team Members
9+
Years Client Retention
7+
Countries Served
WHAT'S INCLUDED
Everything Your Clients' Books Need, Handled
Every deliverable is completed by your dedicated Finsmart bookkeeper, reviewed for accuracy, and handed off under your firm's name. No exceptions, no shortcuts.
Transaction Categorization
Every income and expense transaction coded to the correct chart of accounts, consistently, every month, in your client's software.
Bank & Credit Card Reconciliations
All bank and credit card accounts reconciled to statement with zero unresolved variances before month-end close.
Financial Statements
Profit & Loss, Balance Sheet and Cash Flow Statement prepared monthly, formatted to your firm's template and ready for client delivery.
Accounts Payable
Vendor invoice entry, bill coding, aging reports and payment batch preparation, keeping your clients' AP clean and current.
Accounts Receivable
Customer invoicing, payment application, aging schedule management and collections follow-up to protect cash flow.
Payroll Data Entry
Payroll journal entries posted accurately each pay period, integrated with Gusto, ADP, Paychex or any payroll platform your clients use.
Month-End Close Reports
Full close package - trial balance, adjusted entries, supporting schedules - delivered on your deadline so partner review starts on time.
Management Reporting
Custom KPI dashboards, variance summaries and executive snapshots that help your clients understand their financial position at a glance.
Platform Expertise
Works in Your Client's Software Stack. No Migration.
Transparent Pricing
No Quote Needed. Here Is Exactly What It Costs.
White Label Bookkeeping Seat
Dedicated bookkeeper managing your clients’ day-to-day books - reconciliations, categorisation, payroll support - entirely under your firm’s brand.
Scale Bookkeeping Capacity Without Scaling Headcount
Hiring, training, and managing bookkeeping staff is expensive and slow. Finsmart gives you certified bookkeepers ready to work under your brand in 7 days.
Global Accounting Talent
Access skilled offshore accounting professionals across different levels and specializations.
Process Discipline
Structured onboarding, SOP alignment, and clear operating practices.
Modern Tech
Professionals comfortable with leading accounting platforms, automation, and evolving AI-assisted workflows.
Embedded Delivery
Talent works within your systems, processes, and communication rhythm.
Bench Strength
Continuity and replacement support when requirements change.
Built to Scale
Start with one Seat and expand across roles, levels, and finance functions.
CLIENTS
Client Stories
What Our Clients Say
01
USA
★★★★★
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
Elizabeth Bergen
Owner · CPA Firm, USA
02
USA
★★★★★
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
Alicia Hoffman
CPA, USA
03
USA
★★★★★
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
Susan Cook
Owner · CPA Firm, USA
04
USA
★★★★★
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
Kellie Porter
Owner · Arrow Bookkeeping, USA
05
USA
★★★★★
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Kellie Work
Accounting Specialist · Collins & Ganley P.C., Pittsburgh PA, USA
White label bookkeeping for CPA firms is a service where a specialist provider like Finsmart performs your clients' bookkeeping - transaction categorization, bank reconciliations, financial statements, AP/AR and payroll data entry - and delivers everything under your firm's own brand. Your clients only ever see your firm's name; Finsmart works invisibly behind the scenes with a signed NDA. CPA firms use white label bookkeeping to scale capacity, take on more clients, and offer complete bookkeeping without hiring in-house.
Your dedicated bookkeeper handles transaction categorization, bank and credit card reconciliations, monthly financial statements (P&L, Balance Sheet, Cash Flow), accounts payable and receivable, payroll data entry, month-end close reports, and management reporting, all delivered under your firm's brand.
Your Finsmart bookkeeper works inside your firm's workflow and signs NDA and data security agreements before touching any client data. Deliverables are formatted to your firm's template and handed off under your name, so your clients only ever see your firm.
Finsmart publishes two options: $20 per hour for variable, no-commitment support, or $2,400 per month for a dedicated full-time bookkeeper working in your tools and workflow. Pricing is published and fixed, with no hidden fees or surprise scope changes.
Within 7 business days: a discovery call to learn your software and workflow, a bookkeeper match and introduction within 2-3 days, access and workflow setup with signed NDAs, then go-live with clean, reviewed books delivered on schedule.
QuickBooks (Online, Desktop, Enterprise), Xero, Sage (Intacct, 50, 100), FreshBooks, Wave, and 40+ other platforms including NetSuite, Bill.com, Gusto, ADP, Paychex, Zoho Books and MYOB. Your bookkeeper works inside your clients' existing accounts, no migration required.
No, Finsmart handles payroll data entry, not payroll processing, which requires a licensed payroll provider. Payroll journal entries are posted accurately each pay period, integrated with whichever platform your clients use, such as Gusto, ADP or Paychex.
White label bookkeeping and outsourced bookkeeping differ on one key point: in white label bookkeeping, every deliverable goes out under your firm's own brand, not the provider's. In standard outsourcing the provider's name may be visible to your clients; in white label bookkeeping Finsmart operates entirely behind the scenes, delivering all work on your templates with NDAs protecting confidentiality throughout. For CPA firms maintaining a seamless client experience, white label is the preferred model.
White label bookkeeping covers the day-to-day data layer: transaction categorization, bank reconciliations, AP/AR entry, payroll data entry, and financial statement preparation. White label accounting adds a broader accrual-accounting and compliance layer on top: GL management, journal entries, accruals, prepayments, depreciation schedules, month-end close under GAAP, and controller-level review. Many CPA firms start with white label bookkeeping and add the full accounting tier as their client files grow in complexity. Finsmart offers both.
Yes. Solo practitioners and small CPA firms are among Finsmart's most common white label bookkeeping clients. A solo practitioner can hand off the bookkeeping work and focus on client relationships and higher-value advisory, taking on more clients without hiring. Small firms use it to handle overflow during busy season or to staff a new client vertical without a permanent hire. The hourly option ($20/hr) gives smaller practices flexibility; the dedicated seat ($2,400/mo) suits firms with a steady flow of client files.
Finsmart has served 100+ CPA and accounting firms with white label bookkeeping since founding in 2007 - across US, UK, Europe and UAE. Firm sizes range from solo practitioners to multi-partner practices with 500+ active client files supported by dedicated Finsmart bookkeepers.
Need One Seat or Broader Capacity?
Let's identify where capacity is constrained and build the right solution - whether that starts with one Accounting Seat or grows across multiple roles.
