White-label accounting for Connecticut CPAs

Independent insurance agencies, registered investment advisers and family offices expect polish. They notice when the software their accountant hands them carries someone else’s logo. With the White-Label License, your firm chooses the app name, colors, sign-in page and document templates, so the experience matches the rest of your service.

Behind the branding, HelloBooks handles AI categorization, bank reconciliation, invoicing and bills, with reports drawn from reconciled data. Family offices managing several holding companies can use multi-entity support on the higher plans. Your reviewers in Stamford or Greenwich see every entity in the firm console, along with its close status.

Machine shops and component makers across the Naugatuck Valley and eastern Connecticut sell to large defense and aerospace primes. Their books are dominated by material purchases, subcontractor bills and long payment terms. Owners need current payables and receivables to manage cash through slow-paying contracts.

The platform keeps bills and invoices in one ledger and reconciles bank activity as it arrives. Items the AI cannot categorize confidently wait for your staff. Any contract-specific compliance or tax question stays with your firm; HelloBooks offers no tax advice and does not file returns.

Your firm pays HelloBooks a flat monthly license. Each client remains on a published plan with a firm discount, and you invoice clients at whatever price suits your engagement letter. HelloBooks never bills your clients directly, which keeps the relationship with your New Haven or Hartford office.

All staff are included, from partners to seasonal preparers. The firm web address runs on a hellobooks.ai subdomain from day one, and your own domain with email from your domain arrives at full launch. Client data stays in your firm’s hands and can be exported. 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.