Ledger Right offers white-labeled bookkeeping services designed specifically for accounting, tax, and advisory firms that want to expand capacity, improve delivery, and serve clients more effectively—without adding internal overhead.
We operate behind the scenes as an extension of your firm, delivering consistent, high-quality bookkeeping under your brand, your standards, and your client relationships.
Who This Is For
Our white-labeled partner services are ideal for:
- CPA and tax firms seeking year-round bookkeeping support
- Advisory firms wanting clean, reliable financials for planning and strategy
- Firms experiencing seasonal capacity constraints
- Practices transitioning clients to modern accounting systems
- Firms that want to grow without hiring, training, or managing staff
How Our White-Labeled Model Works
You stay client-facing. We handle the execution.
Ledger Right works directly with your internal team—or designated point of contact—to deliver bookkeeping services that align with your workflows and client expectations.
Our role:
- Perform the bookkeeping work
- Maintain documentation and audit-ready files
- Follow agreed-upon standards and close timelines
- Communicate internally with your team (not your clients, unless directed)
Your role:
- Own the client relationship
- Set pricing and scope
- Deliver advisory, tax, or CFO-level services with confidence
Services We Provide (White-Labeled)
Our partner bookkeeping services can be customized based on your firm’s needs and client mix.
Core services include:
- Monthly and catch-up bookkeeping
- Bank and credit card reconciliations
- Transaction categorization and cleanup
- Month-end close and financial statement preparation
- Payroll journal entries and reconciliation
- Sales tax and liability tracking
- Support for tax-ready and advisory-ready financials
Supported platforms:
- Xero
- QuickBooks Online
- Gusto (payroll coordination)
- Count, Double, and other workflow tools (as applicable)
Our Quality & Process Standards
We follow a documented, repeatable process to ensure consistency and accuracy across all partner engagements.
Our internal methodology includes:
- Standardized onboarding and access controls
- Defined review and reconciliation procedures
- Documentation and workpaper retention
- Clear handoff points for tax and advisory teams
- Secure systems and role-based access
This ensures your firm receives clean, reliable, and defensible financials—every time.
Why Firms Partner With Ledger Right
- White-labeled and discreet – we operate fully behind your brand
- Scalable capacity – add or reduce volume without staffing risk
- Experienced team – healthcare, nonprofit, and small business expertise
- Technology-forward – modern tools and efficient workflows
- Advisory-aligned – bookkeeping built to support tax and planning, not just compliance
We don’t compete with our partners—we support them.
Engagement & Next Steps
White-labeled partnerships are structured based on:
- Client volume and complexity
- Monthly vs. catch-up work
- Software environment
- Review and turnaround expectations
We begin with a discovery conversation to ensure alignment, followed by a pilot or phased onboarding if appropriate.
Ready to Expand Your Firm—Without Expanding Your Team?
If you’re looking for a dependable bookkeeping partner who understands firm operations, client expectations, and the importance of consistency, Ledger Right is ready to support you.
Contact us today to discuss a white-labeled partnership tailored to your firm.
