Model 1
White-label
I work under your firm's brand. Your clients only see your firm.
- Who bills the client
- Your firm
- What you pay me
- A wholesale monthly rate
- Starting rate
- $400/month per client
Outsourced bookkeeping for CPA firms
Monthly bookkeeping for CPA firms, so you can focus on tax and advisory.
I keep your clients' books reconciled and closed every month. You get a review-ready close package by the 10th, under your brand or by referral.
- Certified QuickBooks Online ProAdvisor
- Texas-based, fully remote
- Bookkeeping only. No tax work.
Where small firms get stuck
Bookkeeping eats the hours you need for tax and advisory.
Limited capacity
Your team can only close so many sets of books. Every reconciliation is time not spent on higher-value work.
I take the monthly close off your plate, client by client.
Busy season pressure
Books that were fine in October are three months behind by February. Then they land on your desk.
I keep books current all year and handle rush cleanup before filing season.
Staff turnover
When a bookkeeper leaves, their clients and their know-how go with them. Hiring and training starts over.
Steady, documented monthly work that doesn't reset when your staff changes.
Clients with messy books
Unreconciled accounts and miscategorized transactions slow down every return.
I clean them up and get them tax-ready, then keep them that way.
Two ways to partner
Work under your brand, or refer clients to me.
Either way, you keep all tax and advisory work. I never offer those services to your clients.
Model 2
Referral
You refer a client to me. I bill them directly for bookkeeping.
- Who bills the client
- Morales Bookkeeping
- What you keep
- All tax and advisory work
- Starting rate
- $600/month per client
What I handle
The monthly work, done the same way every month.
You review. I do the categorizing, reconciling, and chasing down of open items.
- Transaction categorization
- Bank and credit card reconciliations
- Monthly close with P&L and balance sheet
- Year-end cleanup and catch-up, including rush work before filing season
- Payroll and AP/AR support
- A close package by the 10th of each month
Access
Access stays in your hands.
I'm a Certified QuickBooks Online ProAdvisor. You add me once as a team member in your QuickBooks Online Accountant account and turn on access only for the clients you assign. No shared logins. Nothing changes in the client's QuickBooks file. You can remove access anytime.