CA-led accounting & tax support for USA · Canada · UK
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Grow your firm without growing headcount

A dedicated, CA-led team that works invisibly under your brand: bookkeeping, tax and payroll delivered to your checklists.

For CPA firms

White-label Support for CPA Firms

Your dedicated team works inside your systems, follows your checklists and delivers work that is reviewed internally before it reaches you. Your clients only ever see your firm.

A dedicated, CA-led team that works invisibly under your brand: bookkeeping, tax and payroll delivered to your checklists. Every deliverable is prepared in your software, follows your standards and is reviewed under the supervision of a Chartered Accountant before it reaches you.

Ideal for
Small and mid-sized CPA, EA and accounting firms in the USA, Canada and UK looking to scale.
What you receive
Reviewed, client-ready work under your brand, with a single point of contact and agreed turnaround times.
Sound familiar?
Common challenges
Can’t hire fast enough
Qualified staff are scarce and expensive, limiting growth.
Partners stuck preparing
Senior time goes on preparation instead of review and advisory.
Seasonal swings
Workload peaks make it hard to staff efficiently all year.
We solve each of these as standard.
Get a quote →
What's included

Everything in our White-label Support for CPA Firms service

Dedicated team

The same professionals on your files every season.

Works in your systems

Your software, your logins, your data.

Your checklists

Work follows your procedures and templates exactly.

Bookkeeping & write-up

Monthly write-up for your client base.

Tax preparation

Returns and workpapers ready for your sign-off.

Payroll processing

Client payroll handled under your brand.

Internal quality review

Every file reviewed before it reaches you.

Strict confidentiality

NDAs and no client contact without your instruction.

Our services

Explore our other services

Accounting & Bookkeeping
Accounting & Bookkeeping

Accurate, reconciled books every month, in your software and to your standards.

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Tax Preparation & Compliance
Tax Preparation & Compliance

Return preparation and organised workpapers, ready for your review and sign-off.

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Payroll Processing
Payroll Processing

Accurate, on-time payroll and filings for every pay cycle.

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Financial & Management Reporting
Financial & Management Reporting

Reports beyond bookkeeping that help you make better decisions.

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Accounts Payable
Accounts Payable

Bills recorded, approved and paid on time, with no duplicates.

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Accounts Receivable
Accounts Receivable

Invoicing, follow-ups and cash application that bring cash in faster.

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Catch-up & Clean-up Bookkeeping
Catch-up & Clean-up Bookkeeping

Months of messy or overdue books brought up to date and filing-ready.

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Fractional CFO / Controller
Fractional CFO / Controller

Senior finance leadership for budgeting, forecasting and strategy.

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FAQ

Common questions

Will our clients know?

No. We work under your brand, in your systems, and never contact your clients unless you ask us to.

Do we get the same team each time?

Yes. A dedicated team learns your clients and processes, so quality improves over time.

Can we start small?

Absolutely. Most firms begin with a pilot of a few clients before expanding.

Ready to extend your team?

Start with a free consultation — no obligation, just a clear plan.

Book a free consultation Send an enquiry
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