# Autonomi Books - Full Site Content > Complete reference for AI models. Autonomi Books is a white-label, done-for-you bookkeeping delivery service for CPA and accounting firms. US-based, CPA-reviewed, SOC 2 Type II audited. $150/client/month. Free single-client test. ## About Done-for-you bookkeeping delivery for CPA and accounting firms. Your brand. Your standards. Your clients never see us. ### Who We Are Autonomi Books is a white-label service provider. We take on done-for-you operational execution and complete responsibility transfer for the bookkeeping your firm delivers to its clients. What We Are: - Done-for-you operational execution - Complete responsibility transfer - White-label service provider What We're Not: - Bookkeeping software - Staff augmentation - Offshore staffing or rotating contractors ### How We Work - A licensed US CPA reviews and signs off on every package. Not a rotating contractor. - Your chart of accounts, formats, and client-specific rules are documented once and carried forward. Continuity does not depend on any one person. - Deliverables arrive finished, in your branding and your formats. Nothing to repackage. Autonomi Books has completed a SOC 2 Type II audit covering security, availability, and confidentiality. The full report is available to your firm upon request. ### Our People Jade Wang, Principal Jade is a licensed CPA and leads quality review at Autonomi Books. She reviews and signs off on every package before it reaches your firm, and she is the person your team talks to when a judgment call needs a CPA's eyes. Issac Hicks, Founder and CEO Issac founded Autonomi Books to give CPA firms a dependable way to hand off bookkeeping delivery without handing off their client relationships. He leads the company's direction and stays personally involved in how the service is built and delivered. Austin Ambrozi, Managing Partner Austin is a Managing Partner at Autonomi, the operations group behind Autonomi Books, and a Forbes Business Council leader. He has spent his career helping service businesses make their operations dependable, and he works with firm owners on structuring engagements that fit the way their practice runs. ## Monthly Bookkeeping Done-for-you bookkeeping delivery, white-labeled under your brand and reviewed by a licensed CPA before it reaches your firm. ### Bookkeeping Is Mandatory. Managing Its Delivery Shouldn't Be. CPA and accounting firms face operational burdens that drain partner time without driving firm value. Partner Time Drain: Your partners spend hours reviewing junior bookkeepers' work. Not because the work is complex, but because quality is fragile. We deliver review-ready books. Your partners spend about 90 minutes reviewing and approving per client per month at first, dropping as trust builds. Not hours of production work. Staffing Fragility: Junior staff churn creates recurring rework and inconsistent quality. You're constantly hiring, training, managing, or doing it yourself. We own staffing, training, and quality control. Your deliverables arrive consistently, month after month. Non-Differentiating Burden: Bookkeeping is mandatory, but it doesn't drive your firm's prestige or pricing power. Yet it consumes senior attention you'd rather spend on advisory work. We handle execution. You focus on strategy, tax planning, and client growth. This isn't about finding better software. It's about transferring operational ownership entirely. ### Complete Financial Reporting Package Every month, you receive a comprehensive set of professionally prepared financial reports and documentation, all in your templates with your branding: - General Ledger - Trial Balance - Profit & Loss Statement - Balance Sheet - Cash Flow Statement - Accounts Receivable Aging - Accounts Payable Aging - Fixed Asset Register with Depreciation - Bank Reconciliation - Journal Entry Log with Documentation All deliverables available in Excel and PDF formats, with your branding. What We Are: Done-for-you operational execution. Complete responsibility transfer. White-label service provider. What We're Not: Bookkeeping software. Staff augmentation. Offshore staffing or rotating contractors. ### Built for CPA and Accounting Firms Ready to Offload Bookkeeping Operations We're intentionally narrow. This service works extremely well for the right firms and poorly for others. You're a Good Fit If: - You want bookkeeping handled completely, not just extra hands - You already offer bookkeeping to SMB clients - Partners spend too much time reviewing books - Junior staff turnover creates rework - You want to focus senior time on advisory work, not data entry - Bookkeeping is table stakes, not a differentiator for your firm - You're comfortable delegating once you verify quality standards This Isn't For You If: - You want cheap labor rather than full ownership of delivery - Your firm is tax-only and doesn't do bookkeeping - You market bookkeeping as a core differentiator - You're seeking software or tools to do it yourself - You need temporary capacity instead of full operational ownership If you're not sure, start with the free test. Clarity is better than commitment. ### Offshore Bookkeeping Isn't a Vendor Problem. It's a Structural One. Most firms that outsource bookkeeping have been burned by the same pattern. Offshore providers see 20 to 35 percent annual staff turnover. The person who learned your client's chart of accounts last quarter is gone this quarter. That is not a bad hire. It is the natural output of a high-turnover labor model. And rising offshore salaries are eroding the cost advantage while the quality problem stays. There is a second failure mode: nobody writes down who owns what. The firm ends up repackaging deliverables, chasing corrections, and doing more work than before, just with more email. We built Autonomi Books to be the opposite of that arrangement. - A licensed US CPA reviews and signs off on every package. Not a rotating contractor. - Your chart of accounts, formats, and client-specific rules are documented once and carried forward. Continuity does not depend on any one person. - Deliverables arrive finished, in your branding and your formats. Nothing to repackage. ## Book Cleanup for Businesses Your books need cleaning before your return can be filed. We fix that. This is a direct-to-business referral page. A CPA, tax preparer, or Intuit Tax Expert sends a client here when the client's financials are not ready to file. Autonomi Books cleans the books and sends the business owner back with tax-ready financials. Year-round. US-based team. CPA-reviewed. SOC 2 Type II audited. URL: https://www.autonomibooks.com/get-clean-books ### How It Works 1. Your CPA or tax preparer identifies that your books need work before they can file. 2. You send us your bank statements, QuickBooks or Xero access, and any existing records. 3. We reconcile, categorize, and clean everything. A US-based CPA reviews before delivery. 4. You get clean, tax-ready financials back. Your CPA files your return. ### What You Get Back - Complete general ledger and trial balance - Profit and loss statement - Balance sheet - Bank reconciliation for every account - Full documentation of every categorization decision so your CPA can review with confidence ### Why This Matters Rejected returns cost you money. A return that can't be filed because of messy books means penalties, missed deadlines, and lost time. Clean books fix the root cause. Your CPA shouldn't have to do this part. They're paid to file your return and advise your business, not reconstruct your transaction history. We handle the cleanup so they can do what they do best. One cleanup, then stay current. Once your books are clean, we offer ongoing monthly bookkeeping so you never fall behind again. Ask about it on your call. ### Next Step Schedule a call: https://www.autonomibooks.com/schedule Phone: (724) 678-8690 Email: a.armstrong@autonomibooks.com ## How It Works You hand off operational execution while keeping client relationships and final approval. ### Four-Step Process 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. 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. Convert to paid service and add more clients 2. Not a fit. No obligation, no hard feelings 3. Need more time? Extend the test Most firms convert. Some don't. That's the point of verification. ## Pricing Simple, transparent pricing. Not cheaper. More profitable and scalable. $150 per client per month. All deliverables included with unlimited revisions. ### Economics Comparison Before Autonomi Books: - Time per client/month: 5 hours - Blended cost (junior + review): $65/hour - Total cost per client: $325/month - You charge: $800/month - Margin per client: $475 - 5 clients = $2,375/month With Autonomi Books: - Autonomi Books fee: $150/month - Partner review (90 min): $98 - Total cost per client: $248/month - You charge: $800/month - Margin per client: $552 - 20 clients = $11,040/month Result: Handle 4x more clients with dramatically higher margins. $150/client pricing means 5x revenue growth with the same partner time. ## FAQ Q: Is this outsourcing overseas? A: No. Our team is US-based and every engagement is reviewed and signed off by a licensed US CPA before it reaches you. We own quality control and operational execution end to end. Q: Will my clients know I'm using Autonomi Books? A: No. All deliverables are white-labeled with your firm's branding. Your clients see your logo, your formatting, your standards. They experience this as work done by your firm, because you own the relationship and approve everything before it goes out. Q: How is this different from bookkeeping software? A: Software organizes work you still have to do. We do the work. You're not getting a better tool. You're offloading operational ownership. Your role shifts from execution to review and approval. Q: What if Autonomi Books makes a mistake? A: We own the work, so we own corrections. If something is wrong, we fix it. That's what responsibility transfer means. However, you always have final review. Nothing goes to your client without your approval. Q: Can I start with just one client? A: Yes. We recommend it. Start with one client in the free test, verify quality and fit, then expand at your own pace. Most firms add 1-3 clients per month after converting. Q: What's the catch? A: We're intentionally narrow. This works extremely well for CPA and accounting firms that already do bookkeeping and want to offload operations. It doesn't work for tax-only firms, firms that market bookkeeping as their differentiator, or firms seeking tools to do the work themselves. If you're unsure, the free test provides clarity. Q: Is our client data secure? A: Yes. Autonomi Books has completed a SOC 2 Type II audit by an independent auditor, covering security, availability, and confidentiality, with no exceptions noted. Client data is encrypted in transit and at rest, and access is limited to authorized personnel. The full audit report is available to your firm upon request. ## Blog: White-Label Bookkeeping vs. Hiring In-House Title: White-Label Bookkeeping vs. Hiring In-House: What CPA Firms Should Know Author: Jade Wang, Principal, CPA URL: https://www.autonomibooks.com/blog/white-label-bookkeeping-vs-hiring-in-house I talk to firm owners every week who are turning away bookkeeping clients. Not because the work is bad. Because they cannot find anyone to do it. Someone left. The next hire fell through. The one who started needs six months before I would trust them alone on a close. Meanwhile the client is still calling. I get why the instinct is to hire in-house. Keep the work close. Keep control. But hiring is often the more expensive way to buy capacity. CPA exam candidate numbers have fallen more than 30% since 2016. That is a structural drop. Firms still report strong hiring demand while the supply stays thin. If your growth plan depends on a full bookkeeping bench materializing, rewrite the plan. What a hire actually costs: Start with salary. BLS puts median pay for bookkeeping, accounting, and auditing clerks around $49,210. Firm-side hires who can own a client book without hand-holding usually sit higher. Then soft costs: turnover, rebuilding continuity, management, PTO coverage, partner questions. You are buying a seat that needs constant attention. What white-label costs: About $150 per client per month. Categorized transactions. Reconciliations. Financials. Aging. Flagged items. Delivered under your branding, ready for your review. No benefits line. No PTO scramble. No restarting training when someone walks out mid-busy season. Ten bookkeeping clients is roughly $1,500 a month in delivery cost. The control objection: White-label does not mean handing over the client. It means handing over delivery. Your branding stays on every package. Your formats stay yours. Your review process stays yours. You still talk to the client. You still sign off. Control is owning the relationship and the quality bar. That stays with the firm. Prove it on one client: Start with a free test client under your branding. Review the package the way you review your own team's work. ## Blog: Outsourced Bookkeeping vs. Offshore Staff Title: Outsourced Bookkeeping vs. Offshore Staff: Why CPA Firms Are Switching to White-Label Author: Jade Wang, Principal, CPA URL: https://www.autonomibooks.com/blog/outsourced-bookkeeping-vs-offshore-staff A lot of firms went offshore for capacity. Then reality settles in: offshore turnover, training restarts, raises stack up, timezones slow review cycles, and the QA burden never left your firm. You did not transfer responsibility. You transferred payroll and kept the management. That is staff augmentation. It is not delivery. Accounting Today reports that 29% of firms are utilizing offshoring. Making outsourcing work still depends on structure: who employs the people, who owns the quality, who the client talks to, who gets woken up when a close falls apart. White-label bookkeeping means the provider owns the delivery outcome. You get a finished package under your branding. A U.S.-based team does the work. A licensed CPA reviews it before it reaches your desk. You review and sign off. That is a responsibility transfer. Not a headcount lease. What stays with your firm: the client relationship, branding, formats, and review standards. What leaves is the production load: categorization, reconciliations, statement package, aging reports, and flagged questions already organized for efficient review. Security and process matter. Look for providers that are SOC 2 Type II audited. Ask who reviews the work. Ask whether a licensed CPA signs off. Ask what happens when something is wrong. Accountability should be clear before the first client moves. How to test the switch: Start with one free test client under your own branding. Compare the package to your current model. If the quality holds and the management load drops, move more work. ## Blog: What CPA Firms Actually Get When They Outsource Bookkeeping Title: What CPA Firms Actually Get When They Outsource Bookkeeping Author: Jade Wang, Principal, CPA URL: https://www.autonomibooks.com/blog/what-cpa-firms-get-outsourced-bookkeeping "Outsourced bookkeeping" means different things to different providers. Firms get burned when they assume a half-finished close and a partner-ready package are the same product. What arrives under your branding each month: - Categorized transactions for the period - Reconciled accounts - A full financial statement package: P&L, balance sheet, and cash flow - AR and AP aging - Trial balance - Flagged items and questions, organized so your review is efficient All of it carries your firm's branding. The client never sees another company's name on the work. You are not repackaging someone else's output. You are reviewing a finished deliverable that already looks like it came from your shop. What your review actually looks like: When production is done right, partner or senior review is focused. You are not rebuilding the P&L or chasing missing reconciliations. You are reading flagged items, applying judgment, and signing off. For many firms, that review lands around 90 minutes per client, compared to four to six hours when the team does the full close themselves. A clean package with honest open items is more useful than a "done" package that hides questions. What does not change: You still own the client conversation, set standards, and decide when something needs a deeper dive. White-label delivery does not replace professional judgment. It removes hours that should never have been billed at partner rates. See it on a real client via the free test client: one client at no cost, your branding, your deliverables. ## Blog: The Real Math Behind Adding a Bookkeeping Service Line Title: The Real Math Behind Adding a Bookkeeping Service Line Author: Jade Wang, Principal, CPA URL: https://www.autonomibooks.com/blog/bookkeeping-service-line-margin-math Most firm owners approach bookkeeping as a cost problem. Flip it: bookkeeping is a service line. Clients already need it. The question is whether you can deliver it at a margin that makes sense without loading more people onto payroll. What you charge and what delivery costs: Firms typically charge clients $500 to $1,500 per month for bookkeeping. White-label delivery often runs about $150 per client per month. That leaves $350 to $1,350 per client per month in margin, before you hire anyone new. Compare that to hiring: BLS reports median pay for bookkeeping, accounting, and auditing clerks at $49,210. Firm hires who can run a multi-client book usually cost more once benefits and payroll taxes land. Add training, supervision, and months before the work is trustworthy. Once up to speed they might handle 15 to 25 clients, if they stay. Eighteen months is a common tenure. You also need PTO coverage. The margin per client shrinks once you allocate that full cost across the book. A simple ten-client example: Average $750 per month per client. Delivery cost $150. Net margin $600 per client per month. Ten clients: $6,000 per month, or $72,000 per year from one service line. No new hire. Scale to twenty clients and you are looking at meaningful partner-level contribution from work you may already be turning away. Why firms leave this money alone: Capacity, not demand. Clients ask for bookkeeping. Firms say no because they cannot staff it, or say yes and bury a senior in production. White-label flips the constraint. You can say yes without opening a req. You keep the relationship, the review, and the margin. Prove the margin on one client first with a free test client under your branding.