White-label accounting
White-label accounting for CPA firms
Bookkeeping, reconciliations, AP and AR, payroll, month-end close and financial statements for your clients, delivered under your firm's name and reviewed by a CA-level director before it reaches you.
The capacity problem
More client work than people to do it
In a 2026 survey of about 500 accounting leaders, 73% said they turn away potential clients because they lack staff (Advancetrack 2026 survey). In the AICPA survey of more than 1,100 US firms, about a quarter already offshored work and another 12% planned to start. A white-label team adds that capacity without a hire.
What we take on
The recurring work behind every client
Your firm keeps the relationship, the advice and the sign-off.
Monthly
Bookkeeping and reconciliations
Transactions categorized, bank and card accounts reconciled, books kept current.
Monthly
AP, AR and payroll
Bills entered and scheduled, invoices followed up, payroll processed.
Month-end
Close and statements
Month-end close and financial statements prepared for your review.
Projects
Catch-up and clean-up
Behind or messy books brought current and corrected. Busy season support.
How it works
From scope to sign-off
Step 1
Scope the work
On a call we agree which clients, which tasks and what a finished month looks like.
Step 2
Work in your systems
You give us access to your accounting software. Logins sit in a password manager, and nothing is copied out.
Step 3
Checked before you see it
Our team does the work and our CA-level director's QA review checks it before it reaches you.
Step 4
You review and deliver
Your reviewers sign off and the client hears from your firm, under your name.
Security
Built for firms that answer to their clients
Every team member signs an NDA. Client logins are kept in a password manager, never shared in chat or email. We work inside your own accounting software rather than copying files out of it, and our managers monitor the browsers the team works in. Opteamus LLC is a US company based in Torrance, California. Our team works from Dhaka, Bangladesh, during US business hours, which is how we keep offshore rates.
Results
What our accounting team has changed for clients
Lenhoff Properties
Month-end close from 15 to 20 days to 5
Buildium and Xero reconciled every month, with more than half of transactions categorized automatically.
Medical supplies company, US
Invoicing from monthly to daily
Bills caught up and paid on a weekly run, with zero overdue vendor balances within six weeks.
J&M Family Initiative
A 15%+ earnings gap found before a purchase
The target's P&L rebuilt from a year of bank data; the client bought well below the asking price.
J&M Properties
Duplicate cleaning costs removed
Three properties benchmarked against documented management costs on Buildium.
FAQ
Common questions
What is white-label accounting?
Our team does the bookkeeping, reconciliations and statement preparation for your clients, and your firm delivers it under its own name. Your clients deal only with you, and you review and sign off on the work.
Do you prepare tax returns?
No. We handle bookkeeping, reconciliations, payables and receivables, payroll, month-end close and financial statement preparation. Tax returns stay with your firm.
Will my clients know you are involved?
Not from us. We work under your brand and We never name your firm or your clients without written permission.
Who reviews the work before it reaches me?
Our Director of Accounting and Finance, a chartered accountant (CA) level director, trains the team and oversees QA review before work reaches your reviewers, already checked.
How much does it cost?
From $15 an hour with no setup fee. Your rate depends on the work and volume, and we confirm it on a free discovery call. See how bookkeeping prices compare.
How do you protect client data?
Every team member signs an NDA. Client logins are kept in a password manager, never shared in chat or email. We work inside your own accounting software rather than copying files out of it, and our managers monitor the browsers the team works in.
What hours do you work?
Our team works US business hours, so you can reach the people doing your work live during your working day.
Add capacity before your next deadline
We reply the same business day.