White Label Bookkeeping foR tax professionals
Your clients need clean books and you need to focus on taxes. Let's fix the gap.
White label Bookkeeping
Monthly reconciliations and categorizations done right the first time
Organized records maintained consistently
Financial reports pulled to your specifications, ready when you need them
A bookkeeper who communicates on your terms. I work within your existing systems and workflows, not the other way around.
A fresh set of eyes on your workflows… if your processes are held together with duct tape and good intentions, I can fix that too.
20+ years of wealth management experience behind every set of books I touch
Between the client work, the tax prep, and the bookkeeping, you're maxed out. But hiring a full-time employee feels like a bigger commitment than you're ready for right now.
That's a real place to be stuck and it's exactly why this exists.
What you get
How It Works
I handle the monthly bookkeeping for your clients, behind the scenes. Every deliverable, every report, and every client communication goes out under your firm's name. Your clients never know I exist. You get up to date, organized books without the overhead of hiring in-house staff.
It's simple, seamless, and it makes you look like a rockstar to your clients.
Pricing
Flat rate per client, based on transaction volume and complexity. You’re not paying for data entry. You’re paying for accuracy, reliability, and 20+ years of financial expertise.
Engagements typically range from $300–$650 per client, per month.
Every partnership starts with a quick intro call where we talk through your firm's needs and scope of work. From there I'll put together a straightforward quote so you know exactly what you're looking at before anything is signed.
If you have clients whose books slow you down, I’m your behind the scenes solution.
Email me directly at kim@inkedwellsolutions.com to schedule an Intro Call.