White-label bookkeeping for CPA and tax firms
Your clients' monthly bookkeeping and reconciliations, done under your firm's name and ready for your review by the 10th. You keep the relationship and the margin.
Your name, your clients
We work inside your QuickBooks Online Accountant or Xero practice account. Clients see your firm, not us.
Ready for review
Reconciled accounts, a review checklist and open questions, delivered by the 10th of each month.
Tax season relief
Catch-up and clean-up work moved off your staff, so they spend February to April on returns.
Predictable cost
A fixed monthly fee per client file, so your margin is clear before you quote.
What we handle each month
- Monthly bookkeeping and bank, card and loan reconciliations
- Clean-up and catch-up of client files before tax season
- AP and AR support for client businesses
- 1099 preparation support
- Year-end adjusting entries prepared for your review
- Communication through your firm's process and tools
Common questions
How do you keep client data safe?
Access runs through your accountant console and can be removed at any time. We sign an NDA and a data protection agreement before we start.
Can we start small?
Yes. Most firms start with one or two client files as a paid trial.
What does it cost?
Typically from $250 per client file per month, depending on volume and complexity.
Get your books closed by the 10th
Email Kapil with your software, rough monthly transaction count and whether your books are current. You'll get a reply within one US business day with times for a 15-minute call and a starting quote.
kapil@closewisefinancial.comFree bookkeeping health check
Tell us a little about your books. Kapil will review your setup and reply within one US business day with what needs fixing and a fixed monthly quote. No obligation.
Prefer email? Write to kapil@closewisefinancial.com.