Where we stop
White Glove Accounting provides bookkeeping and related administrative services to businesses and individuals. We are not a licensed CPA firm, a public accountancy firm, a registered tax preparer, a law firm, or a government agency. We do not perform audit, attest, or assurance engagements; we do not prepare or file income tax returns; and we do not provide tax, legal, or financial advice. Those services are reserved for licensed or registered professionals. We prepare financial statements from records provided by the client and hand off clean, reconciled books to the CPA, enrolled agent, or tax preparer of your choosing.
That boundary is the point of this program. We do not compete with you for the return, the representation, or the advisory work — we do the write-up underneath it and hand you books that are already reconciled. Your engagement letter and your client relationship stay entirely yours.
Who It's For
We partner with firms and advisors whose clients need clean books underneath the work they already do. Common partners include:
- CPA firms offloading write-up, cleanup, and monthly close
- Enrolled agents and tax practices with year-round bookkeeping demand
- Fractional CFOs and controllers who need a reliable production layer
- Business brokers preparing sell-side books for diligence
- Banks, credit unions, and SBA lenders whose borrowers need current financials
- Wealth advisors and family offices with business-owner clients
- Bookkeeping firms at capacity or losing staff
- Franchise systems and multi-unit operators standardizing their books
Why Firms Hand It Over
Busy season stops starting in January
When the books are closed monthly, the January scramble to reconstruct twelve months of activity disappears. You get organized records in a predictable format instead of a shoebox.
Cleanup without the hiring risk
Cleanup work is lumpy — you cannot staff for it and you cannot turn it away without losing the client. Send it to us, keep the relationship, and bill your own rate on top if you prefer.
Capacity you can turn up and down
Add clients without adding headcount, and scale back without a layoff. We work in your client's existing accounting file.
Lenders and brokers get diligence-ready books
A borrower or seller with reconciled monthly statements closes faster. We get the records current so the deal is not waiting on bookkeeping.
Two Ways to Partner
Reseller / White-Label
Offer bookkeeping under your own brand. You get 25% off our pricing and own the client relationship — bill your clients directly and keep the margin, or pass the savings along.
- 25% off our published pricing
- Optional white-label / co-branded delivery
- You own pricing and the client relationship
- We do the work behind the scenes
Referral Revenue Share
Prefer to hand it off entirely? Refer your clients and earn 25% of the revenue we generate from them — including recurring monthly work. We manage everything and pay you monthly.
- 25% of every engagement, recurring included
- No involvement required after the introduction
- Monthly payouts via your preferred method
Just want to refer individuals and earn a commission? See the Affiliate Program. Or review our pricing to model your margin.
Let's Talk
Add a bookkeeping desk without building one. Book a quick call and we'll walk you through the reseller and referral options.
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White Glove Accounting is a bookkeeping firm — not a licensed CPA firm, public accountancy firm, or registered tax preparer. We keep your books clean so your CPA or tax preparer can do their job.