White-label accounting for Maryland CPA firms

Small contractors serving federal agencies live on invoices submitted to primes and agencies, subcontractor bills, and payment cycles they cannot control. Owners want to know which invoices are outstanding and whether the next payroll is covered. Your firm often acts as their finance department.

HelloBooks keeps invoicing, bills and reconciled bank activity in one ledger, with AI categorization handling routine lines and uncertain items waiting for review. The firm console lists every contractor with its close status. Any agency-specific accounting requirement or compliance question stays with your firm; HelloBooks gives no advice on it.

Maryland counties and Baltimore City levy their own local income taxes, which matters for owners of pass-through businesses and their employees. Working out what applies, and filing it, is your firm’s job. HelloBooks does not compute individual or local income taxes and gives no tax advice.

What the platform does is keep business books reliable. Expenses are categorized consistently, bank accounts reconcile each month, and reports come directly from that ledger. Your staff start year-end work in Columbia or Annapolis with numbers already tied to real bank activity.

Firms active in the Maryland Association of CPAs range from Bethesda boutiques to Baltimore regional practices. The White-Label License charges a flat monthly fee, includes unlimited staff and gives your firm the app name, logo, colors, sign-in page and document templates. Clients reach it through a hellobooks.ai subdomain from day one, with your own domain at full launch.

Each client stays on a published HelloBooks plan with a firm discount, and your firm decides what to charge. HelloBooks bills your firm only. Your practice owns every client’s data and may export it, 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.