WHITE LABEL CFO
We work under your letterhead.
You own the client. We operate as your subcontracted finance desk. You bill the client; we bill you. Useful when you want a premium service line without building the capability in-house.
For bookkeepers and CPA firms
Your brand. Our CFO work.
White Label CFO gives accounting firms a private bench for FP&A, fractional CFO, and analytics. You keep the relationship. We produce the work your clients need after the books are closed.
Two engagement paths: a clean referral, or white-label delivery billed through your firm.
Partner models
Pick the structure that fits how you sell.
You introduce. We contract.
Send the lead. We scope, bill, and run the engagement. You receive a revenue-based referral fee after the client signs and pays. Simple paper trail. No delivery load on your staff.
The work
What your clients actually receive.
FP&A
Budgets, rolling forecasts, scenario models, cash visibility, and a monthly pack owners can use in operating meetings.
Fractional CFO
Pricing and margin work, KPI cadence, lender or investor reporting, and decision support that sits above compliance.
Analytics
Cleanup, dashboards, trend work, and a short list of operating metrics that show where the business is actually moving.
Special projects
13-week cash, fundraising models, lender packages, M&A support, and one-off analysis that does not justify a hire.
How it works
A short path from intro to delivery.
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Send the intro
Share the client and whether you want a referral or a white-label engagement.
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Fit call and scope
We confirm goals, timing, price, and who faces the client.
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Paper and kickoff
Agreements are signed, source files are collected, and work starts.
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Deliver and report
Client-ready files go back through you. Communication stays tight so nothing lands sideways.
Contact
Open a partner channel.
If you have clients who have outgrown monthly books and still should not hire a full-time finance lead, this is the conversation.
Email us See partner options
Confidential
No client poaching. Built for firms that already have the relationship.
This page is for bookkeepers and CPAs who want a reliable outside bench for finance and analytics work. Referrals stay referrals. White-label work stays under your brand.