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
You didn't build your firm to spend billable hours cleaning up messy client books.
But here you are, reconciling accounts, chasing down missing transactions, and untangling financial records before you can even start the actual tax work. Every hour you spend on bookkeeping is an hour you're not billing for what you do best.
That's where I come in.
What you get
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
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 clean, tax-ready books without the overhead of hiring in-house staff.
It's simple. It's 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.
Monthly engagements typically range from $400–$650 depending on your specific needs. No surprise fees.
If you have clients whose books slow you down, I’m your behind the scenes solution.
Reach out to me directly at kim@inkedwellsolutions.com