White-label accounting for California CPA firms

Early-stage tech companies and independent production outfits share a problem: money moves fast, investors or financiers want reporting, and nobody inside the company wants to own the books. Your firm becomes the finance function. That only works if the ledger stays current without your staff touching every transaction.

HelloBooks applies AI categorization to bank activity and matches it during reconciliation, queuing anything uncertain for review. Bills and invoices live in the same system, and reports come from reconciled data. Your firm console lists every client’s close status, so a manager in Oakland or Burbank can see which companies are ready for month-end reporting.

Agricultural clients in Fresno, Kern and the Salinas Valley run on harvest calendars, seasonal labor and large input bills. Wineries add long inventory cycles and tasting-room sales. Those owners often run several entities for land, operations and direct sales, and they need each kept separate.

Multi-entity support is available on the higher HelloBooks plans, letting your firm keep each company’s ledger distinct while reviewing them together. The platform keeps books current; decisions on California tax treatment, sales tax and any other compliance remain with your firm, and HelloBooks provides no tax advice.

Firms that network through the California Society of CPAs compete on service and reputation, so the software clients touch matters. Under the White-Label License your firm sets the app name, logo, colors, sign-in page and document templates. A hellobooks.ai subdomain works from day one; your own domain and firm email arrive at full launch.

You pay a flat monthly license, each client stays on a published plan with a firm discount, and you charge clients your own price. HelloBooks bills only the firm. Unlimited staff are included across your offices, your firm owns and can export client data, and founding firms are being accepted now.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.