White-Label Bookkeeping for CPA Firms
A fully-managed bookkeeping team for your firm's clients
Reconciled books, tax-ready reports, and clear financials — delivered every month under your firm’s name, for every client on your roster.
Mahaveer Inani
Founder & CEO
CREDENTISLA & CERTIFICATIONS
Backend By Recognized Industry Bodies
Certified Public Accountant (US CPA)
Chartered Accountant
Cost Accountant
IRS Enrolled Agent (EA)
QuickBooks ProAdvisor
Xero Certified
Five outcomes owners tell us matter most
Not a feature list — the actual shifts business owners notice within their first few months on the monthly plan.
You reclaim billable hours firm-wide
Reconciliation and data entry for every client account move off your staff's desks, freeing them for advisory and tax work.
One predictable fee per client
Your cost to serve each client is agreed up front and doesn't change because a month had more transactions than usual.
Tax season stops being a fire drill
Because every client's books close monthly, your team walks into filing season with finished files, not a backlog to untangle.
You can finally see which clients are profitable to serve
Standardized, roster-wide reporting shows exactly where write-up work is worth your firm's time.
You stop losing staff to burnout
Data entry and receipt-chasing shift to us, so your team spends its hours on the work that keeps them at your firm.
What’s Included
Every Client Engagement, Fully Managed Under Your Brand
Full Reconciliation, Every Month
Every client's bank and credit card accounts are matched line-by-line against their books, with any discrepancy investigated and resolved before that client's books ever close.
Categorized Transactions
Every transaction across every client is reviewed and coded to the right account, keeping reports clean and ready anytime.
Monthly Financial Package
A P&L, balance sheet, and cash flow statement for each client, delivered white-labeled the same day every month.
Cash Flow Visibility
A clear monthly view of what's coming in and going out for every client, so nobody on your team is caught off guard.
Tax-Ready Handoff
Each client's books are packaged and ready for your tax team at year-end, no cleanup required.
Bill Pay Coordination
Every vendor bill is tracked to its due date and settled on schedule, keeping your clients' vendor relationships in good shape.
Invoice Tracking
Every outstanding invoice is monitored and followed up on, so what's owed to your client never slips past due.
Chart of Accounts Cleanup
Each client's chart of accounts is refined every quarter into a structure built for clarity, not just compliance.
Sales Tax Tracking
Sales tax collected is tracked precisely by jurisdiction and reconciled ahead of each filing, so remittance is never a scramble.
Budget vs. Actuals
A polished monthly variance report for each client shows exactly where spend diverged from plan.
Secure Document Portal
Every statement and receipt lives in one encrypted, searchable archive — ready the moment you or your client needs it.
How we work
From partnership to your client's first close
Discovery Call
A focused consultation to understand your firm's client roster and workflow.
Secure Onboarding
Each client's accounts are linked through encrypted, read-only connections.
Precision Reconciliation
Every account is matched line-by-line, with nothing left unexplained.
Senior Review
A senior reviewer verifies every close for accuracy before it reaches your team.
Delivered Under Your Brand
A polished, white-labeled reporting package lands in your inbox, ready to hand to your client.
Client Results
Inheriting a client behind on their books? We bring them current, then keep them there
Months or years of unreconciled transactions don’t need a separate provider or a painful migration. Our catch-up process brings any client fully current, then rolls straight into ongoing monthly service — on the same clean foundation, under your firm’s name.
- Every historical transaction reviewed and properly categorized
- Bank and credit card accounts reconciled back to a known clean date
- Prior-period financial statements corrected and finalized for your files
Backlog Assessment
A full audit of how far behind the client's books are and what it will take to fix
Month-by-Month Rebuild
Every period rebuilt in order until the client's books are fully current
Seamless Handoff to Monthly Service
Once caught up, the client rolls straight into ongoing care under your brand
Why Firms Choose Us
What Sets a Smartledger Partnership Apart
Most outsourced-bookkeeping providers just enter numbers. Ours are built around precision, discipline, and reporting your firm can put its name behind.
| Typical Firms | Smartledger | |
|---|---|---|
| Close deadline | Best-effort timing | On-time close guarantee |
| Oversight of your books | Bookkeeper only | Reviewed by a CPA every cycle |
| Balance sheet integrity | Rarely checked | Verified line-by-line, monthly |
| Approach to issues | Reactive, after you ask | Flagged proactively, before they grow |
| Accounting standards | Inconsistent | GAAP-consistent, every entry |
| Tax-season readiness | Rushed at year-end | Tax-ready at every monthly close |
| Supporting documentation | Loose or missing | Fully documented and audit-ready |
| Query handling | Ad hoc, no process | Structured inquiry & response SOP |
Protecting What Matters Most:
Your Data's Safety Is Our Top Priority
Your financial data is protected with encrypted cloud storage, restricted team access, secure authentication and signed confidentiality agreements. Every layer of our security infrastructure is designed to safeguard your information so you can focus on growing your business with complete confidence.
Who We Serve
Built for the way your industry runs
Our bookkeepers specialize by industry, so your books reflect how your business actually operates.
Real Estate
Property-level P&L, CAM reconciliations
Property Management
Tenant billing, maintenance & escrow tracking
Construction
Job costing, WIP schedules, AIA billing
Retail and E-Commerce
Multi-location, POS, inventory & tax nexus
Manufacturing
Cost accounting, BOM & inventory valuation
Automotive
Dealer metrics, service, parts & warranty
Professional Services
Utilization rates & project-based billing
Rental Accounting
Lease tracking, security deposits & yield
Law Firms
IOLTA trust accounting, partner draws
Tech / SaaS / Startups
ARR/MRR metrics, deferred revenue & burn
Healthcare & Medical
Practices, clinics & medical groups
Food & Beverages / Restaurants
F&B costing, labor & prime cost control
CPA / Accounting Firms
White-label back-office & capacity scaling
Travel & Hospitality
Agency commissions, booking & tour auditing
Technology
Fluent in every modern accounting platform.
Our teams work natively in the tools you already use — and can migrate you to a modern cloud stack when it’s time to scale.
Get started
On-time close, or your client's next month is free
If we miss an agreed close date for a reason on our end, that client’s following month of service is on us — no questions asked.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.
How is our engagement structured and priced?
We agree on scope and a fixed monthly fee per client upfront based on transaction volume and complexity, so there are never hourly surprises on your invoice.
Can this be delivered under our own firm's brand?
Yes — every reporting package, client email, and portal is white-labeled, so your clients only ever see your firm’s name.
How do you handle a new client's backlog of unreconciled books?
Catch-up and cleanup work is scoped as part of onboarding, so every client starts on a clean, fully reconciled foundation.
What assurance do we have around accuracy and confidentiality?
Every close is independently reviewed, every entry follows GAAP-consistent standards, and every team member signs a confidentiality agreement.