If your clients are agencies, SAAS, & online companies, we're a perfect fit. Our entire White Label bookkeeping team specializes in digital businesses.
We're process people that like to keep things simple. We'll set up a custom process for your clients so they feel taken care of & nothing is confusing.
Customer satisfaction is important to us. We respond in 1 business day, we provide weekly updates for Catch Up work, and we'll always keep in close touch with you.
Above all else, we ensure our White Label bookkeeping is accurate and on-time. We want to make you look good in the eyes of your clients.
We'll talk about how the White Label program works, a revenue-share model, pricing clients, & everything in between.
We'll help create a landing page for the white label bookkeeping services so you have somewhere to send potential clients.
As clients show interest, we'll provide them a custom pricing quote. You can build it into your prices or they can pay us separately.
We'll integrate clients by getting all of their banks, marketplaces, processors, etc. linked to QBO or Xero. A streamlined process.
If needed, we'll complete Catch Up & Clean Up work for our clients. This will get their books up to date and accurate for the future.
We'll deliver their financial statements by the 15th of each month. They'll have a dedicated Bookkeeper & support from us.
Based on our agreement, we'll collect payment monthly or you will. We'll then divvy up the revenue share to each other.
As you add more clients, we'll take on their monthly bookkeeping work so that both of us grow sales and profits together.
AccountsBalance is built by entrepreneurs, not bookkeepers, although we have a great Bookkeeping team. Connor Gillivan and Nathan Hirsch sold over $25 million on Amazon before building and selling a freelance marketplace, FreeUp. We have been in the space for 15+ years building strong bookkeeping processes in our businesses. Strong financials helped us scale and eventually exit FreeUp.
We are great at hiring bookkeepers and we bring an entrepreneurial mentality to bookkeeping. We speak to entrepreneurs and know what entrepreneurs (specifically sellers) want in a monthly bookkeeping service. We are also process junkies. Our focus is strong and efficient processes from pricing to integration to getting you financials you can actually understand and make decisions on.
Our service is straightforward. We charge clients on the first of the month and you get their books to them by the 15th. They get an income statement, balance sheet and cash flow statement each month along with any findings and recommendations. We work out of Quickbooks Online or Xero.
We offer both cash and accrual bookkeeping. We recommend clients consult with their CPA to decide which is best for their business.
When they fill out a pricing form, we ask them to make sure to indicate which one they require.
For accrual bookkeeping, please note that sales and COGS are reported as accrual basis.
Right now, we don’t offer a service to accrue expense accounts since that would cost significantly more time and money (and is unnecessary for most businesses).
You’ll get our Entrepreneur Bookkeeping Guide, our Monthly Finance Meeting Agenda, & a few surprises!