How Responsibility Transfer Works

You hand off operational execution while keeping client relationships and final approval.

1

We Learn Your Standards

Chart of accounts, categorization rules, client-specific requirements. One-time setup. Your way becomes our way.

2

We Process Everything

Bank statements, receipts, transactions. Our US-based team processes everything, a licensed CPA reviews every package, and you give final approval. Complete books, ready for your review.

3

You Receive Finished Work

Review-ready financials under YOUR brand. Trial balance, P&L, Balance Sheet, Cash Flow. Journal entries with full reasoning documented.

A focused review, not hours of production.

View sample deliverables
4

White-Label Delivery

All deliverables branded with your firm's logo. Your clients never see Autonomi Books.

You own the relationship. We own the execution.

Start with One Client. 30 Days. No Obligation.

The free test lets both sides verify quality and fit. No long-term commitment required.

What You Get

  • Complete bookkeeping for one client
  • Real delivery standards
  • Full access to your Account Manager
  • All reports and deliverables
  • Same quality as paid service

What We Evaluate

  • Can we meet your quality standards?
  • Do we understand your client's business needs?
  • Is communication smooth and effective?
  • Are turnaround times acceptable?
  • Does white-label branding work properly?

What You Evaluate

  • Is the work truly review-ready?
  • Do we flag the right exceptions?
  • Is our reasoning clear and well documented?
  • Would this free up significant partner time?
  • Can you trust us with additional clients?

After 30 Days, Three Outcomes:

  1. 1.Convert to paid service and add more clients
  2. 2.Not a fit. No obligation, no hard feelings
  3. 3.Need more time? Extend the test

Most firms convert. Some don't. That's the point of verification.

Ready to hand off the first client?

One client, 30 days, no obligation. Both sides verify fit before anything else.