White Label Accounting Inc

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Client Overview

A 12-person CPA firm in New York

Challenge

Seasonal overload during tax season led to delays and client dissatisfaction.

Solution

Provided 3 dedicated tax accountants and white-labeled tax preparation services.

Results

How We Helped a CPA Firm Double Tax Capacity Seamlessly

50% faster turnaround times
98% on-time filing rate
Helped the firm grow their client base by 35% without hiring additional staff

Softwares

We Use the Softwares You Use

Customer Success Stories

White Label Accounting not only handled our books but fit right into our Slack channels and Asana workflows—it felt like working with our in-house team.

Mid-Sized SaaS Company

COO

The team easily adopted our QuickBooks and Zoho Books processes, and their responsiveness via Microsoft Teams was outstanding.

Boutique CPA Firm

Founder

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