Capacity, not headcount
Add delivery capacity in a cycle rather than in two quarters. Scale it back down after busy season without a redundancy conversation.
White-label delivery for accounting practices
Take on the clients you are turning away
Veris handles the accounting work under your brand: bookkeeping, tax preparation, payroll, year-end close and cleanups. Your clients stay yours. Your name goes on the work. Your capacity stops being the ceiling on your growth.
White-label accounting outsourcing is an arrangement where an external team completes client work that a CPA firm then reviews, signs and delivers under its own brand. The firm keeps the client relationship, sets its own fees, and carries the signature. Veris Financials provides this across bookkeeping, tax preparation, payroll, year-end close and books cleanup, with a US-based manager reviewing every file before it reaches the firm.
- 200+Businesses served
- 6+Years of combined experience
- 150+Payrolls set up
- 4CPA firm partnerships
- 3Countries served
The problem
Hiring takes six months. The work is here now.
Every growing practice hits the same wall: the pipeline is healthy, the team is at capacity, and the only lever anyone offers you is a hire you cannot recruit, train and pay for fast enough.
Your margin, your call
Delivery costs less than an in-house equivalent. Whether that becomes margin or a sharper price to your client is your decision, not ours.
Reviewed before you see it
A US-based manager reviews every file before it reaches your desk. You are reviewing finished work, not supervising a first draft.
How it works
Three steps, one cycle
- You send the filesClient files come to us through encrypted transfer, with the scope and your firm’s standards attached. An NDA and a data processing agreement are signed first.
- We do the work and review itOur team completes it to your templates and standards. A US-based manager reviews before release. Turnaround is agreed per engagement, and files sent Monday are commonly back mid-week.
- You review, sign and deliverYou do the final review, sign, and deliver under your brand. Your client’s relationship stays entirely with your firm.
Scope
What we deliver white-label
Five services, prepared to your firm’s standards with workpapers your reviewer can follow.
Bookkeeping & Accounting
Monthly reconciliations, AP/AR, and financial statements in QuickBooks, Xero, Sage 50 or Zoho Books, reviewed by a US-based manager.
Tax Preparation
US (IRS) and UK (HMRC) return preparation across every entity type, plus Canadian GST/HST filings and CPA white-label prep.
Payroll Management
Payroll runs, W-2 and 1099 preparation, quarterly filings and multi-state compliance through Gusto, ADP or your platform.
Year-End Reporting
Closing entries, general ledger reconciliation, annual financial statements and a handoff package your tax preparer can file from.
Books Cleanup
Catch-up bookkeeping, reconciliation backlogs, transaction reclassification and chart of accounts reconstruction, at a fixed price.
Confidentiality and controls
The part you are actually worried about
Client confidentiality is the reason most firms never make the call. So here is the control environment in full, up front, rather than in a follow-up email after a discovery call.
- Encrypted file transferClient files move over encrypted channels. Nothing sensitive travels as an email attachment.
- Role-based accessStaff see only the engagements they are assigned to. Access is revoked the day it is no longer needed.
- NDAs and DPAs as standardA mutual NDA and a data processing agreement are signed before the first file moves, not after the pilot goes well.
- US-managed reviewA US-based manager reviews work before it reaches you. The review layer is the product, not a courtesy.
- No client contactFor white-label engagements we never contact your clients. Ever. All communication routes through your firm.
Current partnerships
Firms we already work with
Two of the four are named below. The others are covered by confidentiality, which is rather the point.
Ridgeland, Mississippi
We manage sales tax, bookkeeping operations and payroll for an established CPA firm serving a portfolio of 200+ business clients.
San Francisco, California
An active collaboration providing bookkeeping support and tax preparation assistance for their West Coast client base.
Start with a pilot
One to three clients, one cycle
You should not commit a practice to an outsourcing partner on the strength of a website. Start with one to three clients over a single cycle and judge the work.
- A signed NDA and DPA before any file moves
- One to three client files, one cycle
- Your templates, your file structure, your standards
- A named point of contact, not a ticket queue
- An honest debrief at the end, including what went wrong
The quality of work is genuinely impressive. We send files on Monday and have clean, reviewed financials by Wednesday.
Currently working with 4 CPA firm partnerships across the US, covering 200+ business clients between them. We will tell you on the call whether we have genuine capacity for your volume, rather than taking it and finding out afterwards.
How does white-label accounting pricing work?
Your firm pays Veris a delivery cost per client or per engagement. Your firm sets what it charges its own client. The gap between the two is yours, and we have no view on how wide you make it.
That separation is the whole mechanism, and it is worth stating plainly because it is where most outsourcing conversations get vague. We are not a revenue-share partner and we do not price off your client’s fee, so a client you bill at a premium does not cost you more to deliver. Firms use the gap differently: some hold their existing fee and take the difference as margin, some cut the fee to win work they were previously losing on price, and some keep the fee and reinvest the difference into advisory time they could not previously fund. All three are rational, and which one fits depends on your market rather than on us.
The delivery cost itself is quoted on volume and scope, from a one to three client pilot up to practices running 200+ accounts. It is not on the pricing page because firm engagements vary too widely for a list price to mean anything.
Outsourcing or hiring: what actually differs
The comparison firms usually run is cost per hour, and that is the least useful axis. The differences that decide the outcome are speed, elasticity and what happens when the person leaves.
| Factor | Hiring in-house | Outsourced delivery |
|---|---|---|
| Time to productive | Recruit, notice period, then ramp. Realistically a quarter or two. | A pilot can start within the current cycle. |
| Elasticity | Fixed cost year-round, including the quiet months after busy season. | Scales with the volume you send. |
| Total cost | Salary plus payroll taxes, benefits, software seats, workspace, management time. | A delivery fee. No employment overhead. |
| Key-person risk | One resignation removes the capacity and the knowledge. | A team, with documented process. Continuity is the provider’s problem. |
| Review burden | You supervise a junior until they are trained. | Work arrives already reviewed by a US-based manager. |
| What you give up | Nothing. They are in the room and know the firm. | Proximity. Scheduled contact with a named person, not a desk you can walk to. |
What does a pilot actually involve?
One to three client files, one cycle, with an NDA and a data processing agreement signed before anything moves.
We ask for your templates, your file structure and your standards, not the other way round, because the point of a pilot is to find out whether we can work the way your firm works. You get a named point of contact rather than a shared inbox. At the end we run a debrief that includes what went wrong, because the first cycle always has something and a provider who reports a flawless pilot is not paying attention.
There is no minimum commitment attached to a pilot and no penalty for stopping after it. If the work is not good enough, the correct outcome is that you stop.
What partners ask before they start
Will my clients know the work is outsourced?
Not from us. Every deliverable carries your firm’s branding and templates, we never contact your clients, and our staff do not appear in any client-facing communication. What you tell your own clients about your delivery model is your decision and your engagement letter’s business, not ours.
What software do you work in?
QuickBooks Online and Desktop, Xero, Sage 50, Zoho Books, Gusto, ADP and Dext. We work inside your firm’s existing stack and file structure rather than asking you to standardize on ours.
Can we start small?
Yes, and we recommend it. Most firms begin with a pilot of one to three clients over a single cycle. You see the work, the turnaround and the review quality before anything larger is committed to.
How does pricing work for firms?
Delivery is priced on volume and scope, from a three-client pilot up to practices running 200+ accounts. You set what you charge your clients. The cost saving is yours to keep as margin or pass on competitively, and we do not have a view on which you choose.
What happens if work comes back wrong?
It gets fixed, at our cost, in the same cycle. The US review layer exists to catch that before it reaches you, but no review layer is perfect. What we will not do is bill you for correcting our own error.
Who is liable for the filing?
Your firm. You review, you sign, you file under your own PTIN and your own professional indemnity. We are a preparation and delivery resource, and any provider that offers to take that liability off you is describing something other than outsourcing.
Stop turning work away
Book a free 30-minute discovery call. We will talk through your busy-season bottleneck, what a pilot would cover, and what it would cost. No obligation.
- +1 (929) 600-0884
- info@verisfinancials.com
- We reply within one business day