Let us handle the bookkeeping. You focus on advisory.
White-label bookkeeping for CPA firms. Your clients never know we exist. AI-powered monthly bookkeeping, done under your brand, starting at $300/client/month.
Built for CPA firm workflows
We've designed our partner program to fit into how CPA firms already work — not to disrupt it.
Focus on high-value advisory
Stop spending partner hours on transaction categorization. Let us handle the bookkeeping while your team focuses on tax planning, business advisory, and growing your practice.
Scale without hiring
Take on more bookkeeping clients without the overhead of training and retaining staff. We scale with your volume — you add clients, we handle the work.
Your brand, our team
We work completely white-label. Reports, deliverables, and communications go out under your firm's name. Your clients never know we exist.
Consistent, on-time delivery
Every client gets books delivered by the 5th of the month, every month. No more chasing bookkeepers. No more delayed tax prep because books weren't ready.
How the partnership works
Partner onboarding
We sign a white-label partnership agreement and NDA. You set up a dedicated partner account. We review your typical client profiles.
Client handoff
You introduce us to the client (as your bookkeeping team). We handle setup: accounting platform access, bank feeds, chart of accounts.
Monthly workflow
Each month, we deliver clean books and reports under your brand by the 5th. You review, add advisory notes, and deliver to your client.
Billing & support
You bill your client at your rate. We invoice you at partner rates. You keep the margin. Questions go through your dedicated partner manager.
Transparent partner rates
Standard clients
$300/moUp to 300 transactions/month per client. Ideal for most small business clients.
High-volume clients
$550/moUp to 750 transactions/month. Includes AP/AR and sales tax prep.
Enterprise clients
CustomUnlimited transactions, multi-entity, multi-location. Custom quote.
You bill your clients at whatever rate you charge. We invoice you at partner rates. The margin is yours.
Included with every client
- Full monthly bookkeeping
- AI transaction categorization
- Bank and credit card reconciliation
- P&L, Balance Sheet, and Cash Flow
- Plain-English financial narrative (your brand)
- Receipt management
- Dedicated QBO-certified bookkeeper
- 7-day close timeline (standard)
Ready to talk partnership?
Schedule a 20-minute call to see if our program is a fit for your firm.
Schedule Partnership CallThe right fit for our partner program
Great fit
- CPA firms with 5–50 bookkeeping clients
- Firms looking to stop doing bookkeeping in-house
- Tax practices wanting to offer bookkeeping without staffing it
- Firms with small business, e-commerce, or retail clients
- Solo CPAs who want to scale their book of business
Not the right fit (yet)
- Firms needing full audit support
- Clients with over 5,000 transactions/month (contact us)
- Non-profit or government accounting
- International accounting (non-US)
Partner with AccounTech
One partnership call is all it takes. We'll walk you through our process, answer your questions, and build a pilot plan together.