Partner With Steph's Books
We work with CPA firms, financial advisors, attorneys, and other professionals who want a trusted bookkeeping partner for their clients.
Partner Programs
Choose the partnership model that fits your practice. Every program is designed to make your clients' lives easier — and yours.
CPA Firms
White label bookkeeping under your brand. Add recurring revenue, retain clients, and deliver books closed by the 15th.
Learn moreFinancial Advisors
Clean, timely financials for your clients so you can build better plans. Monthly reports delivered on schedule.
Learn moreBusiness Attorneys
Bookkeeping for transactions, entity formation, and compliance. Clean financials when your clients need them most.
Learn moreReferral Program
For consultants, coaches, and any professional who wants a trusted bookkeeping partner to recommend to clients.
Learn moreYour Clients Want Bookkeeping. You Should Be the One Offering It.
Every client you refer to an outside bookkeeper is a client who might not come back. The bookkeeping relationship is the entry point to tax, advisory, and everything else. Whoever owns the books owns the client.
But hiring a full-time bookkeeper means $65,000+ in fully loaded costs before you have enough clients to justify the hire. White label bookkeeping lets you start generating revenue from day one — with no upfront investment.
Without a Bookkeeping Offering
- •Clients leave for full-service firms
- •Messy books at tax time from third-party bookkeepers
- •Revenue limited to tax prep and advisory
- •No control over the quality of financial data
With White Label Bookkeeping
- ✓Clients stay — you offer the full package
- ✓Clean, reconciled books delivered to your tax team
- ✓$200–$400/month margin per client
- ✓You review finished work — not manage a process
How It Works
A simple three-step model that keeps you in control while we handle the execution.
You Sell, We Deliver
Introduce bookkeeping to your clients as a new service. We provide sales materials, pricing guidance, and onboarding checklists — all branded to your firm.
We Handle the Books
Our team manages transaction coding, bank reconciliation, AP/AR, payroll, and monthly financial statements. Books closed by the 15th, every month.
You Own the Relationship
Review completed work, add your advisory insights, and deliver financials under your brand. Your clients see your firm — not ours.
Why CPA Firms Choose White Label
Recurring revenue, stronger client retention, and zero operational burden.
New Recurring Revenue
Add $200–$400/month in margin per client with zero delivery cost. Ten clients = $24,000–$48,000 in new annual profit.
Retain More Clients
Stop losing tax clients to full-service bookkeeping firms. The firm that owns the books owns the relationship.
Zero Hiring Overhead
No salaries, benefits, training, or turnover risk. Scale from 1 client to 50 without adding a single employee.
Tax Season Made Easy
Clean, reconciled books delivered to your tax team every year — no more chasing third-party bookkeepers for trial balances.
What's Included
Everything your clients need, delivered under your brand by our team of certified professionals.
Transparent Partner Pricing
Flat-rate per-client pricing based on complexity. No minimums. No long-term contracts. Scale at your pace.
$300–$500
per client / month
Standard
Under 150 transactions/month, 1–3 bank accounts, basic reporting
$500–$650
per client / month
Professional
150–350 transactions/month, AP/AR, payroll, full financial statements
$650–$800
per client / month
Enterprise
350+ transactions/month, multi-entity, job costing, custom reporting
Start a Partnership Conversation
Tell us about your firm and we'll reach out within one business day to discuss how white label bookkeeping fits your practice.
Ready to add bookkeeping to your firm?
Join CPA firms across the country who use Steph's Books to deliver bookkeeping under their own brand.