For firms and bookkeepers
Your logo. Their books. We stay in the shadows.
Outsourced advisory is real. Bookkeepers and CPA shops want CAS revenue without hiring a CFO. We are the desk behind your letterhead — a white-label Profit Pulse the owner thinks you wrote.
The gap you already feel
Your clients keep asking for advice. You cannot staff it.
The books are closed. The owner still wants to know if they can hire, buy the truck, or take a distribution. That is advisory, not bookkeeping — and hiring a full-time CAS lead to serve five clients is a bad seat. We take those files, write the pulse, and hand it back as you. You sell it. You keep the relationship. We never introduce ourselves.
How a white-label seat runs
Three steps. You stay on stage.
1
You keep the client
The relationship, the invoice, the logo, the calendar invite — all yours. We are a desk behind your firm, not a name in their inbox.
2
We sit on their books
Same stack they already run. We close into a Profit Pulse written as if your shop produced it.
3
You run the conversation
Send the pack. Hold the monthly. Or put us on the call as your analyst. They never have to know the desk is not down the hall.
The shadow rules
Contractual, not a vibe.
Your letterhead
The pulse, the memo, the forecast go out as you. Our name does not appear unless you ask it to.
No poaching
We will not solicit your client. If they find us on their own, we send them back to you.
You set the price
You bill the owner. We invoice the firm at a partner seat under the public list, so you have room to mark up.
We stay off-stage
No LinkedIn humblebrag about their win. No case study with their name. The shadows are the product.
The file we sit on
We do not make them switch software.
If the ledger is close enough to close, we work from it. Same pack, whatever the file.
- QuickBooks
- Xero
- MYOB
- Digits
- NetSuite
- Sage Intacct
- Wave
- Other / CSV
Who this is for
Shops that already have the trust.
- Bookkeeping firms that want CAS revenue without a CFO hire.
- CPA shops that will not staff monthly strategy.
- Fractional CFOs who are full and need overflow under their name.
- Multi-office firms that need one pack, written the same way every month.
Who this is not for
Anyone who wants us on the marquee.
- Lead-gen affiliates who just want a referral fee and no work.
- Firms that need us to find the clients. That is your job.
- Shops whose books cannot close. Advisory on a dirty file is theater.
- Anyone who needs us to be the brand. We are the desk.
