White-label bookkeeping is monthly bookkeeping produced by an outside team and delivered under your firm's name. The client sees your logo, your reports, and your people. The production team categorizes and reconciles, a licensed CPA reviews, and your firm approves every package before it goes out, so professional responsibility stays where it has always been.
Autonomi Books does that production for CPA firms. If that is the arrangement you want, start at For CPA Firms. The first file is a Pilot Client, so you can read a real package before you add anyone else.
What does "under your brand" have to mean?
The client-facing statements carry your logo and your formatting. The review packet, the reasoning behind each judgment call, and the exceptions list stay with the partner who signs off. If a client can tell a second firm prepared the books, it is not white-label.
That split is the point of what the client sees versus what the firm reviews. Practice it on one file. Do not announce a service line and then discover the PDF still has someone else's name in the footer.
Disclosure is a choice you make in the engagement, not a feature of the PDF. Should you tell clients you outsource bookkeeping is the longer version of that choice.
Who does the work, and who still owns it?
You own the client relationship and the final approval. We own the monthly production: categorization, reconciliations, and the statements that go in the package. You are not hiring a rotating seat. You are handing off the close, then reviewing it.
A licensed CPA reviews the package before it reaches you. You can still reject it. Liability for what the client receives stays with the firm whose name is on the engagement. We never become the client's bookkeeper of record.
How does white-label compare with offshore staff and hiring?
| White-label delivery | Offshore staff | Hiring in-house | |
|---|---|---|---|
| Who you manage | The review of a finished package | People, training, and schedules | An employee |
| What you receive | A close you can accept or send back | Work in process | Whatever that person finishes |
| What the client sees | Your brand | Your brand, if you enforce it | Your brand |
| What breaks | A package you send back | Turnover, time zones, review that never leaves | A resignation, PTO, a slow hire |
These are different products. Outsourced bookkeeping versus offshore staff is the comparison with the recovery path when an offshore arrangement has already failed. White-label versus hiring in-house covers the hire. None of those posts is a ranking.
How does a firm start?
Start with one client, not the whole book. A Pilot Client is a real monthly package under your brand, at no cost, so both sides can see the review. If the file is years behind, it is not a monthly test. Send that file to bookkeeping cleanup for CPA firms. Cleanup starts with a $500 diagnostic, not a Pilot Client.
Ongoing scope is on pricing. This page does not quote a monthly number.
Start a Pilot Client when the file you want to read is a current monthly close.
Frequently asked questions
Is white-label bookkeeping legal?
Yes. A firm may use an outside team to produce bookkeeping and still deliver the work under its own name. What you tell the client is a separate question, covered in whether you should tell clients you outsource bookkeeping.
Who is liable?
The firm that holds the client relationship keeps the professional responsibility for what goes out under its name. You approve the package. We do not take the client, and we do not sign the client's return.
Do clients know?
Not from the package. Statements carry your logo and your formatting. If your engagement letter promised a named person, follow that letter. Otherwise the client sees your firm.
How is it priced?
Monthly scope is quoted in writing. The public page is pricing, and this post does not put a number on it. A Pilot Client is one real monthly package at no cost, so you can read the work before you add anyone else. A file that is years behind is a cleanup, and that starts with the $500 diagnostic.