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Ledgerbrook / White-label bookkeeping

What is white-label bookkeeping?

White-label bookkeeping is an arrangement where an outside practitioner does the bookkeeping and your firm delivers it under its own name. The client stays your client, the invoice is yours, and the reports carry your branding. What you are buying is capacity and a finished file, not a subcontractor your client ever meets.

The words

White label, private label, outsourced

These get used as though they were three services. They are one arrangement described from three angles. Outsourced says the work happens outside your firm. White label says whose name is on it when it comes back. Private label is the same idea borrowed from retail, and means nothing different here.

The distinction worth caring about is not the label. It is whether the provider is structured so that your client never has a reason to learn their name — and whether they would still be structured that way if your client asked.

Mechanics

How the arrangement works

Accountant-level access to the client's QuickBooks Online company, and the scope you want closed
Settled: You send the file
Reconciled, categorised and documented, ready to hand to the client without a rewrite
Settled: The work comes back finished
Your branding, your invoice, your relationship — the provider is never in the room
Settled: Your firm delivers it

The part firms underestimate is the second step. A file that comes back needing an hour of cleanup before it can be sent to a client is not white-labelled capacity; it is a draft. The arrangement only saves time if the deliverable is finished to the standard your firm would have produced itself.

Diligence

What to check before your name goes on it

Your firm carries the professional risk on work it did not perform. That is the real trade, and it is worth four specific questions rather than a general impression.

A named practitioner you can reach, or an unnamed pool that rotates between engagements
Settled: Who actually does the work
A provider who also takes retail clients is a competitor for the relationship you are paying them to protect
Settled: Whether they sell direct
How client credentials are held, and how access ends when an engagement does
Settled: What happens to access
Whether the reconciliation trail behind the numbers comes to you, or stays with them
Settled: Who owns the working papers

The longer version of that list, written for the moment before you hand over a first file, is what to check before you subcontract. How this practice answers the access and records questions specifically is on the security page.

Margin

What it costs, and what it leaves

A white-label fee is a cost line against what your firm bills the client. The gap between the two is your margin on the file, and it is only predictable if the fee is published before you commit the client rather than quoted per file afterwards.

Monthly Close, Standard

Up to 3 bank or credit card accounts, and up to 200 transactions a month. The high-volume band is on the pricing page.

$99 per client file, per month

Cleanup

For a file that has to be corrected before a monthly cadence means anything. Priced per month of backlog.

$99 per month of backlog

Every figure, including the volume bands and the one-time work, is on the pricing page.

Fit

When it doesn't fit

White-labelling suits a firm that has the client relationships and needs the hours: an overflow month, a deadline, a roster growing faster than the team. It suits it whether that is one file or twenty.

It fits badly in two cases. A firm outsourcing every file, every month, indefinitely has a hiring decision in front of it rather than a vendor to find — that comparison is worked through on whether to subcontract at all. And a firm whose clients are on Xero or Sage is outside what this practice works in, which is QuickBooks Online.

Questions

The rest of the vocabulary

The three questions firms ask once they have the definition.

What is the difference between white-label and private-label bookkeeping?

Nothing, in practice. Both describe the same arrangement: work performed by one firm and delivered under another firm's name. “White label” is the term more common in accounting; “private label” comes from retail and gets used interchangeably. A provider who treats them as two different services is inventing a distinction to sell against.

Does the client know the work is outsourced?

That is your firm's call, not the provider's, and it should be settled in writing before the first file moves. What a white-label arrangement guarantees is that the decision stays yours: nothing in the deliverable, the file, or any correspondence names the provider unless you decide it does.

Is white-label bookkeeping the same as subcontracting?

Subcontracting is the commercial arrangement — a fixed fee per file, paid to an outside practitioner. White label describes whose name the finished work carries. Most subcontracted bookkeeping is white-labelled, but the two answer different questions, and a provider can be one without being the other.

Start

Ready to see it on a real file?

How this practice runs the arrangement — turnaround, what comes back, and what your firm keeps — is on the page for bookkeeping firms. If your clients are CPA-side rather than bookkeeping-side, the same work is framed for that on the page for CPA firms.

Accountant-level access, no card. The report is yours to keep either way.