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White-Label Bookkeeping Cost per Client Calculator | HelloBooks Spread the white-label licence, setup fee and discounted client plans across your client companies, then see the margin left at the fee you charge.

Calculator · White-label pricing

White-label bookkeeping cost per client calculator

Running bookkeeping clients on software with your firm’s name on it has a fixed part and a per-client part. Enter how many client companies you serve, the plan they use and, if you like, your monthly fee, to see what each client costs your firm and what is left over.

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Licence
$1,000
Setup fee spread over 12 months
$208.33
Client plans: 0 on Pro at 20% off
$0
Total per month
$1,208.33
Cost per client company
n/a

USD, per month. Client plans are the published HelloBooks prices less the 20% firm discount. The one-time setup fee is shown spread over the 12-month licence term.

How the calculation works

Each figure is read from the published white-label terms when the page loads, then combined in this order.

  1. Licence: the standard monthly licence, or the founding-firm price if your firm signs before full launch.
  2. Setup: the one-time setup fee divided by the 12-month licence term. Founding firms pay no setup fee.
  3. Client plans: client companies times the published plan price less the 20% firm discount. On founding terms, the first 5 client companies are free.
  4. Total monthly cost: licence plus setup share plus client plans. Cost per client: the total divided by the number of client companies.
  5. Margin, if you enter a fee: fee times client companies, less the total monthly cost.

Prices and terms: HelloBooks White-Label License for accounting firms; White-label accounting software pricing.

Why the cost per client falls as you add clients

The licence and the setup share do not change with the number of clients, so they are spread more thinly as the book grows. The client plan charge does change, one plan per company. Past a certain size, the discounted plan price is most of what each client costs you.

That is why a firm with a handful of bookkeeping clients sees a high figure per client, and a firm with a full book sees one close to the plan price. Try a few client counts to find where the fixed part stops dominating.

Setting a fee that covers the software

The calculator prices software only. Your staff time for reconciliations, review and month-end close is the larger cost in most bookkeeping engagements, so add your own labor figure before deciding a fee is profitable.

You bill your clients directly and set your own prices. Clients see your firm’s brand, not a HelloBooks invoice, so the margin shown here is yours to keep after your own costs.

What the licence covers today

The licence covers your brand on the software, unlimited firm staff and the firm console for every client. Firms go live on a hellobooks.ai subdomain first. Your own domain, and email sent from it, arrive at full launch and are not available today.

For the full terms, plan table and onboarding steps, see the white-label licence page and the white-label pricing guide linked below. This calculator only does the arithmetic.

FAQ

Frequently asked questions

Is there a separate per-client licence fee?
No. Each client company stays on a published HelloBooks plan, and your firm pays that price less its discount. The licence itself is a flat monthly amount for the firm.
Why spread the setup fee over the term?
The setup fee is charged once, but it is a real cost of the first 12 months. Spreading it gives a fairer monthly figure to compare with what you bill. Founding firms do not pay it.
Can clients be on different plans?
Yes. This calculator assumes one plan for simplicity. For a mix of plans, run it once per plan group, or use the monthly estimator on the white-label licence page, which takes a count for each plan.

Sources

An estimate from the published HelloBooks white-label terms and client plan prices, in USD, before any taxes. Your order form and invoice are what bind; confirm current terms with HelloBooks before quoting clients.

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