The firm side of white-label is the review, not the keystrokes
White-label bookkeeping services, from the firm side, means you receive a package you can review and send under your name. Autonomi Books does the production. A licensed CPA reviews it before you do. The client does not see us.
That is the offer on For CPA Firms. Who does white-label bookkeeping is the one-sentence version. This post is what the partner actually looks at.
What lands on your desk
A monthly package for a current client: statements, reconciliations, and a written reason behind the judgment calls, in your formats. You are checking whether it ties and whether the exceptions are the ones you would have flagged. You are not redoing the close.
How to review a white-label package is the review pass. If that review turns into a Saturday, the file was the wrong test, or the scope was a cleanup pretending to be a month.
What does not belong in the first test
Do not use a Pilot Client to discover a three-year hole. A behind file is bookkeeping cleanup for CPA firms, scoped on its own, starting with a $499 diagnostic. Monthly delivery is the file that is already current enough to close.
Do not expect a published monthly rate. The monthly fee is quoted on the call, after we have seen the client mix. The Pilot Client is how you see the package before that quote matters.
What you should refuse on the first call
Refuse a monthly rate quoted before anyone has seen a client file. Refuse a promise that every behind file can start as a Pilot Client. Refuse a package that arrives with another firm's name still in the footer.
Ask where the reviewer is licensed, and whether that person signs the package before you open it. Ask what you are expected to fix before it can go to the client. If the answer is "the categorization," you are still doing the production.
The useful first step is still one current file, read closely, with the exceptions list in front of you. Outsourced bookkeeping for a CPA firm is the split of who keeps the client and who does the close.
What your client should experience
Your logo. Your formatting. One firm. If the deliverable still reads like it came from somewhere else, stop and fix the branding before you add a second client. Client versus firm review is that split.
Start a Pilot Client on one current file. Read it. Then decide whether the next client is the same kind of work.