White-Label Support for CPA Firms
More capacity for your firm. Your name on the work.
We extend CPA and EA practices with credentialed staff for bookkeeping, tax preparation, CFO advisory and transaction work. Your clients keep their relationship with you. We do the work to your standards, quietly.
Who it is for
Built for the decision in front of you.
- CPA and EA practicesSeasonal overflow and year-round capacity.
- Firms adding advisoryOffer CFO and QoE work without hiring for it.
- Practices planning successionOperational support while you plan the transition.
What is included
Scope
Business and individual returns, prepared for your review.
Monthly client work on your systems or ours.
Fractional CFO and QoE delivered as your firm.
Client portal, document control and confidentiality.
Deliverables
What you receive
Timeline: Seasonal or ongoing.
- Engagement setupScope, review points and turnaround agreed upfront.
- Work productPrepared to your review standards.
- Capacity reportingVisibility on status and volume.
Questions
Frequently asked
Will my clients know you are involved?
Only if you want them to. White-label work is delivered under your firm’s name.
How is client data protected?
Through our secure client portal, access controls and confidentiality terms in our engagement agreement.
Related services
Accounting and Bookkeeping
Books, monthly close and reporting that management, lenders and buyers can rely on, on the platforms you already use.
Business and Individual Tax
Individual and business returns, planning, notices and representation across entity types and all 50 states.
CFO Advisory
Senior financial leadership without a full-time seat: forecasting, cash flow, KPIs and board and lender reporting.
Next step
Talk with an advisor about White-Label Support for CPA Firms.
Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.
- Emailsupport@taxbookscfo.com
- Book a callChoose a time
Thank you. We have your request.
A confirmation is on its way to your inbox, and a member of our team will be in touch within one business day. If timing is tight, book a call directly.