White-label accounting for Montana CPA firms

Ranch and farm clients may be a half-day’s drive from your office, and many would rather not make the trip. Cattle sales, hay, fuel and equipment dominate their books, and income often arrives once or twice a year. Families commonly hold land and operations in separate entities.

HelloBooks is cloud software, so a rancher near Miles City signs in to your firm’s branded app wherever there is a connection. Multi-entity support on the higher plans keeps each entity separate. AI categorization and reconciliation keep the ledger current, and tax treatment remains your firm’s decision.

Montana has no statewide general sales tax, though some resort communities levy local resort taxes. For most retail and service clients, that means their books are driven by income, payroll and federal compliance rather than sales tax collection. Every one of those determinations stays with your firm.

HelloBooks keeps invoices, deposits and expenses organized in a reconciled ledger and produces reports from it. It gives no tax advice and files nothing. What it gives your staff in Helena, Kalispell or Havre is a dependable starting point for each Montana client’s returns.

Outfitters, rafting companies, motels and restaurants in gateway towns like West Yellowstone, Gardiner and Whitefish earn most of their year in summer and fall hunting season. Your firm console shows which of those clients have items waiting, so seasonal cleanup does not stack up into winter.

Your firm pays one flat monthly fee for the White-Label License, however many people join the team. Clients see your firm’s app name, logo and colors via a hellobooks.ai subdomain from day one, with your own domain at full launch. Each client stays on a published plan with a firm discount, your firm sets the client price, client data is your firm’s to export, 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.