White-label accounting for Massachusetts CPAs

Early-stage biotech and medtech companies burn cash on lab space, contract research and specialized staff long before revenue arrives. Boards and investors expect accurate monthly reporting. These companies rarely have a finance team of their own, so your firm fills that gap.

HelloBooks applies AI categorization to bank activity, reconciles it and queues uncertain lines for review, with bills and invoices in the same ledger. Reports come from reconciled data. Companies with a research subsidiary can use multi-entity support on higher plans. Grant, research credit or other tax matters remain your firm’s to decide.

Restaurants, rental agents, charter boats and shops on the Cape, Martha’s Vineyard and Nantucket earn most of their revenue in a few summer months. Owners are too busy to think about bookkeeping while the season runs, and your firm inherits the cleanup in the fall.

Reconciling as the summer goes, rather than after Labor Day, spares your staff that pile-up. The firm console lists each client’s close status and items waiting, so staff in Hyannis or Boston can spot seasonal clients falling behind while there is still time to catch up.

Firms in the Massachusetts Society of CPAs often combine compliance, advisory and outsourced accounting. The White-Label License supports that model with a flat monthly fee, unlimited staff, and full control of app name, colors, logo, sign-in page and document templates.

Clients stay on published HelloBooks plans with a firm discount, and your firm charges its own price, perhaps as part of an outsourced finance retainer. HelloBooks bills the firm alone. A hellobooks.ai subdomain is ready from day one, your own domain and email come at full launch, client data is exportable by your firm, 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.