Outsourced bookkeeping, white-label monthly close, and decision-ready reporting for accounting firms — produced in your software, under your brand, for your review. You keep the client relationship; we keep the production running.
Every file reviewed by a senior accountant before it reaches you.
You give us the client's books in your software — QuickBooks, Xero, or whatever you run. No flat-file exports, no migrations.
We run the monthly close and build the reporting pack. Every deliverable is reviewed by a senior accountant before it ships to you.
You review, apply your brand, and present to your client. They never see us — the relationship stays entirely yours.
A complete white-label CAS production line — recurring every month, in your software, ready for your review.
P&L, balance sheet, cash flow, and a KPI / dashboard pack — clean, decision-ready financials your client actually reads, not raw data entry.
Categorized books and bank reconciliations every month — the dependable foundation for a clean close.
A disciplined, on-time close with workpapers and tie-outs your reviewer can trust.
End-to-end payroll processing, withholdings, and year-end forms.
Registration, calculation, and filing across the states your clients sell in.
Federal and state annual returns — Forms 1120, 1120-S, 1065, and 1040 — prepared for your firm’s review and signature.
You present with confidence: clean P&L, balance sheet, cash flow, and KPIs — finished reporting, not a pile of categorized transactions.
QuickBooks, Xero, and your existing stack. No flat-file handoffs, no rip-and-replace.
Every deliverable passes a senior accountant’s QC before it reaches your desk.
Your engagement is owned by Shamik Ukil, CA — not an anonymous offshore queue.
Encrypted file exchange, role-based access, and strict confidentiality on every file. Independent security certification is in progress; current practices available on request.
Scale up and down with your client load — at a cost meaningfully below a US hire.
Most firms start with a small pilot block of clients to test fit, then scale into full monthly CAS. No volume commitment — you add clients as the relationship earns it.
Book a 20-minute fit call →Pricing scales with the size of your client book and the scope per client. There’s no list price — we scope it with you on a short call, because no two firms’ books look the same.
Test fit and build the monthly rhythm on your first few clients.
Most firms land here — a steady book of white-label CAS clients.
Built for firms running CAS as a core line — custom and capacity-planned.
Pricing covers the core close + reporting package; payroll, multi-state sales tax, and annual tax filings (Forms 1120, 1120-S, 1065, 1040) are scoped as add-ons. Book a 20-minute call and we’ll quote your firm directly.
What firm partners say about the white-label production line.
“We moved eight clients onto their white-label close in a quarter. Our team reviews and presents; the production just happens.”
— David Hartman, Managing Partner, regional CPA firm
“Clients think our advisory got sharper. Really, the financials finally read clearly — and that’s what they see.”
— Susan Okafor, Partner, CPA & advisory firm
“Senior review before delivery means I’m not catching basics. What reaches my desk is ready to sign off.”
— Brian Castellano, Director of Client Advisory
The firm was turning away advisory work for lack of capacity. We took over monthly bookkeeping, close, and the reporting pack for 20 clients under their brand, with senior QC before each delivery. The result: a five-business-day close, partners freed for advisory, and roughly 60 production hours a month off the team’s plate.
We also work directly with foreign-owned US subsidiaries and growing US businesses that need bookkeeping, the monthly close, and tax — the same production quality, working directly with you.
Explore services for businesses →Book a 20-minute fit call. We’ll map your client books, software, and turnaround — and start with a small pilot block, no volume commitment.
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