Partner services
Add capacity without adding headcount. Our Big 4-trained delivery team works in your software and under your brand, with a US-licensed CPA review layer over the work.
The short answer
White-label accounting means our team prepares bookkeeping, tax returns and workpapers that your firm reviews, signs and delivers under its own name. Your clients work only with you.
What's included
Delivered in your templates and software (QuickBooks Online, Xero).
Monthly close, reconciliations, AP/AR, payroll entries and management reports in your template.
1040, 1040-NR, 1120-S, 1065, 1120, 990, 5472 and state returns with review-ready workpapers.
A full-time staff accountant, senior or tax preparer working your hours and systems, supervised by us.
Multi-year cleanup, audit-ready schedules, fixed-asset and lease schedules.
Model builds, 13-week cash flow and board packs for your CFO clients.
QuickBooks Online migrations; Dynamics 365 Business Central and Odoo configuration as a subcontractor.
When you need it
Firms usually call us at one of these moments.
Reserved capacity for January–April and September–October.
Take on new clients without hiring.
Hand off multi-year catch-up projects.
A full-time accountant without US hiring costs.
How it works
Start small, measure quality, then scale.
30-day paid pilot with 3–5 clients.
Access set up in your systems with MFA and role-based permissions.
Two-stage internal review before work reaches you.
Monthly KPI reports, then add volume or dedicated staff.
One connected system
The same licensed team that serves our own clients prepares your work.
Monthly books, reconciliations and reports you can use.
ExploreBusiness, personal and multi-state returns, filed accurately.
ExploreConnect bookkeeping, tax and reporting into one system.
ExplorePartner rate card
Starting rates for standard work; complex engagements are quoted before work starts.
| Unit | Partner rate |
|---|---|
| 1040 — simple / moderate / complex | $60 / $125 / $250 |
| 1120-S · 1065 · 1120 | $295 · $325 · $375 |
| 990-EZ / 990 | $250 / $395 |
| 5472 + pro forma 1120 · state add-on | $175 · $50 |
| Bookkeeping, per client per month | Band A ≤100 transactions $225 · Band B ≤400 $395 · Band C from $650 |
| Hourly (cleanup, overflow) | Staff $28 · Senior $38 · CPA review $95 |
| Dedicated FTE (≈160 hours / month) | Staff accountant $1,750 · Senior / tax preparer $2,600 · Reviewer (ACA/CPA) $3,900 |
Partner plans
Every plan starts with the same rate card.
| Partner Starter | Partner Growth | Partner Enterprise | |
|---|---|---|---|
| Commitment | Pay as you go; 30-day paid pilot with 3–5 clients | Minimum $3,000 / month | 2+ dedicated FTE; 12-month term |
| Pricing | Rate card | Rate card with a 10% volume rate on per-unit work | FTE fees plus per-unit overflow |
| Service | Shared queue; 5-business-day turnaround | Named pod lead; 3-business-day turnaround; monthly KPI report | Reserved surge capacity (Jan–Apr, Sep–Oct); custom SLA; quarterly business review |
| Quality | Two-stage internal review | Two-stage review plus error-rate tracking | CPA review layer aligned to your workpaper standards |
Controls in place for every partner: IRC §7216 consent template, PTINs for preparers, Circular 230 awareness training, confidentiality and non-solicitation terms.
Your firm does. We prepare returns and review-ready workpapers; your CPA or EA reviews and signs them.
Yes. Under IRC §7216 your firm obtains signed taxpayer consent before return data is shared. We provide a consent template in the Rev. Proc. 2013-14 format.
Work is done through virtual desktop access with MFA, role-based permissions and no local downloads, on a hosting vendor with a SOC 2 Type II report.
No. We never market to a partner’s clients and never appear on client-facing work.
With a 30-day paid pilot on 3–5 clients at rate-card prices, so you can check quality and turnaround before committing.
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