What Our White Label Accounting Model Delivers for Your Firm
Maanoj Shah, Co-Founder - Finsmart Accounting
- We handle the full accounting workload - bookkeeping, reconciliations, payroll, tax prep, and management reporting - entirely under your firm's brand name.
- You remain the face of every engagement. We are your invisible back office - senior accountants your clients never meet but whose work they rely on every month.
- Our onboarding takes 5 business days. No lengthy contracts, no minimum client thresholds - just a dedicated team assigned to your firm from day one.
- We have supported US CPA firms through peak tax seasons, rapid client acquisitions, and complex multi-entity engagements - and delivered on time, every time.
Finsmart White Label Seats
Purpose-built accounting seats for US CPA firms. Each seat is a dedicated professional trained in US GAAP, your software, and your firm's delivery standards - operating entirely under your brand.
White Label Bookkeeping Seat
A dedicated white label bookkeeper handles the day-to-day financial recordkeeping your clients depend on - from transaction coding and bank reconciliations to monthly close. Delivered under your CPA firm's brand, this seat keeps client books accurate, current, and audit-ready without adding headcount to your payroll. Onboarding in 5 business days.
White Label Sr. Accounting Seat
A senior accountant who manages complex reconciliations, prepares financial statements, and owns the full month-end close cycle. This white label senior accountant seat delivers reviewed balance sheets, income statements, and close packages - all under your CPA firm's brand. Onboarded in 5 business days, US GAAP-compliant, and ready to handle the technical accounting workload your clients depend on.
White Label Reviewer Seat
The white label reviewer seat places a dedicated quality reviewer at the final checkpoint of your delivery pipeline. This professional audits financial statements, reconciliations, and month-end close packages for accuracy before any work reaches your clients. Every deliverable exits with a second set of expert eyes, protecting your firm's reputation and ensuring US GAAP-compliant output - all delivered under your CPA firm's brand.
White Label USA Tax Seat
A white label usa tax seat places a US-trained tax professional inside your workflow to handle federal and state return preparation, tax planning, and year-round client advisory. From 1040s to multi-state filings, this dedicated resource operates as an extension of your CPA firm - delivering accurate, deadline-ready tax work under your firm's brand, live within 5 business days.
White Label Cleanup Seat
A white label cleanup seat places a catch-up and cleanup bookkeeping specialist on your team to bring disorganized or months-behind books current fast. They handle transaction categorization, reconciliation backlogs, and corrected financial statements - all delivered under your CPA firm's brand. Onboarded in 5 business days, US GAAP-compliant, and built to slot into your existing client workflow without friction.
White Label Workflow Seat
Your dedicated white label workflow specialist maps, documents, and implements standardized accounting processes across your entire client portfolio. From process flowcharts and SOPs to workflow automation templates, this role ensures every engagement runs on a consistent, repeatable system. All deliverables are deployed under your CPA firm's brand, giving your practice the operational depth of a scaled accounting firm - live in 5 business days.
White Label R2R Accounting Seat
A dedicated record-to-report accountant who owns your clients' full financial close cycle - from journal entries and accruals to reconciliations and month-end financial package preparation. This white label r2r accounting seat plugs directly into your workflow, delivering polished, US GAAP-compliant close packages under your CPA firm's brand, live within 5 business days.
White Label Accounts Payable Seat
Your dedicated white label accounts payable specialist handles end-to-end invoice processing, vendor payment runs, and AP aging reports - keeping your clients' payables current and accurate. Month-end AP reconciliations are delivered on schedule, fully US GAAP-compliant, and branded under your CPA firm's name. Onboard in 5 business days and expand your firm's AP capacity without adding headcount.
White Label Accounts Receivable Seat
Your dedicated accounts receivable specialist manages end-to-end AR operations for your clients - from invoice generation and collections follow-up to cash application and AR aging reports. This white label accounts receivable seat integrates directly into your workflows, giving your CPA firm a reliable, client-facing AR function delivered entirely under your brand. Onboarded and live within 5 business days.
White Label FP&A Seat
Your white label fp&a seat pairs a dedicated financial planning and analysis professional with your CPA firm to own budgeting, rolling forecasts, and variance analysis. From building management dashboards to producing board-ready financial models, this specialist operates entirely under your firm's brand - giving your clients sharp analytical insight without adding headcount to your payroll.