Premium White-Label Bookkeeping for CPAs

Focus on high-level tax strategy and advisory while we handle the daily data entry. Scale your firm's capacity without the overhead of additional staff.

"Confidential, consistent, and scalable"

Increase Your Firm's Profit Margins

The bottleneck for most CPA firms is the monthly bookkeeping. It's time-consuming, low-margin, but necessary for tax preparation. At BPS, we solve this by providing a reliable, white-label engine that powers your firm's bookkeeping services. You retain the client relationship and the high-level advisory work, while we handle the day-to-day transaction processing.

White-Label Solutions

We work as your internal back-office. Your clients receive premium bookkeeping under your brand name.

Scalable Capacity

Scale your practice up or down instantly without the overhead and risk of hiring full-time staff.

Tax-Ready Deliverables

We provide perfectly reconciled files that your tax team can use immediately, saving you billable hours.

Dedicated Account Managers

Every CPA partner is assigned a dedicated manager to ensure consistency across all client accounts.

The Firm Integration Roadmap

Partnership Setup

We define your specific reporting standards and software preferences to match your current firm workflow.

Client Onboarding

We handle the technical heavy lifting of gathering bank access and historical records from your clients.

Maintenance

Weekly or daily processing to ensure every client file is current and reconciled by the month-end.

Quality Review

A secondary internal audit is performed on every file before it reaches your desk for tax preparation.

Partnership Questions

Yes. Most of our CPA partners use us as their 'invisible' back-office. We can communicate with your clients using your firm's email address or work entirely behind the scenes.

We use banking-level encryption and secure portals for all data transfers. We are happy to sign NDAs and follow your firm's specific security protocols.

Absolutely. We are experts in QuickBooks Online, Desktop, Xero, Sage, and FreshBooks. We adapt to whatever tool your specific client is already using.

We typically deliver reconciled month-end files within 5-10 business days of the following month, ensuring you always have current data for your advisory sessions.

Scale Your CPA Firm Without the Hiring Headaches

Join hundred plus CPA partners who have optimized their practice with our white-label support. Our integration team is ready for you.

Schedule Partner Consultation