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Your brand · Your software · Your client relationship · We stay invisible

White-Label Offshore Accounting for CPA Firms

your clients hired your CPA firm. they trust your team, your name, and your standards. that relationship doesn’t change when you work with us. every deliverable we produce leaves your team under your firm’s name. your clients see your letterhead, your formatting, your communication. they never know we exist — and they don’t need to. that’s what white-label means, and it’s the only way we operate.

NDA before first file
Your letterhead on every deliverable
No client-facing Nimblechapps branding
Works in your existing software

Your clients never know we exist — that’s the point

white-label accounting is not a compromise. it’s a deliberate operational model that lets your CPA firm scale capacity without scaling its profile. the work is done offshore by certified accountants. it is reviewed and approved by your CPAs. it is delivered to your clients as your firm’s work. because it is.

CPA firms use white-label offshore accounting for two reasons. the first is capacity — more work gets done without adding permanent local headcount. the second is competitive positioning — your clients pay for your expertise, your review, and your accountability. the production work happening behind that is an operational detail, not something your clients need to know about or would benefit from knowing.

Your letterhead, your software, your delivery

Three things that make white-label work the way it should.

Your environment
Your letterhead, your software, your delivery.
all completed work is delivered in the format your firm uses with your clients. we work inside your software environment — QBO, Xero, Drake, Lacerte, or whatever your firm uses. the files we produce are in your system, formatted to your standards, and delivered through your existing client communication channels.
Your branding
Your branding on every document.
financial reports, tax return workpapers, reconciliation summaries — everything formatted to your firm's standards before it leaves our team. no Nimblechapps branding appears anywhere in client-facing materials. ever.
Your protection
NDA executed before access is granted.
a mutual non-disclosure agreement covering your clients' data and our engagement is executed before we receive a single file. the NDA is mutual, covers confidentiality in perpetuity, and is specific to each engagement.

What stays invisible. what you keep control of

white-label doesn’t mean you give up control. you keep everything that matters.

What stays invisible
Three things your clients will never see.
Communication.
we communicate directly with your CPA team — not with your clients. your clients have one point of contact: your firm. we never reach out to your clients, introduce ourselves to them, or make our presence known in any client-facing communication.
Branding and access.
we are added to your software as a standard accountant user. from your clients' perspective — and within your software — we appear under your firm's user management. no Nimblechapps branding in their software environment.
Our existence.
the only party that knows about our engagement is your CPA firm. your clients don't know, don't need to know, and won't find out.
What you control
Three things that never leave your hands.
Final review and sign-off.
every deliverable produced by our team reaches your CPAs before it goes to a client. you review, you approve, you decide whether it meets your standards. nothing is released to your clients without your explicit sign-off.
The client relationship.
your clients' relationship is with your firm, managed by your team. we are production infrastructure — not a client-facing entity in any capacity.
Access and scope.
you define which clients we work on, what level of access we have in your software, and what services are in scope. you can adjust, expand, or close the engagement at any time.

Which services work white-label

All of them. our entire service offering is available on a white-label basis.

01
Bookkeeping and month-end close
delivered as clean books ready for your review
02
Tax return preparation
delivered as reviewer-ready return files in your tax software
03
Payroll processing
run through your clients' payroll platforms, entries posted to their books
04
Financial reporting
management accounts and reports formatted to your firm's standards
05
AP and AR management
processed in your clients' QBO or Xero environment

Your clients never know. your books are clean. your CPAs review — not prepare.

Book a call and tell us which services you want white-label and how many clients are in scope. we'll walk through exactly how the engagement works and what your clients' experience looks like — unchanged.

Book a discovery call

Or email us directly at accounting@nimblechapps.finance — no forms, no bots.