White-label accounting for New York CPA firms

New York City levies its own personal income tax on residents, and city businesses face their own tax regime on top of the state’s. Owners of agencies, restaurants and real estate companies need clean books to handle all of it. Those determinations and filings belong to your firm; HelloBooks gives no tax advice.

The platform keeps the business ledger ready. AI categorization and bank reconciliation keep activity current, uncertain lines wait for a reviewer, and invoicing and bills sit in one place. Your staff in Midtown or Brooklyn begin city and state compliance work from records that already tie to the bank.

Property owners across the five boroughs, Long Island and Westchester commonly hold each building in its own entity. Keeping those books separate but visible together is essential for owners and lenders alike, and doing it through a stack of separate logins invites mistakes and missed transfers.

Multi-entity support on the higher HelloBooks plans gives each property company its own ledger, while your firm console lists every entity with its month-end status and items waiting. The owner sees one experience carrying your firm’s branding. Structuring and tax questions remain with your firm.

Firms involved with the New York State Society of CPAs include practices serving dairy farms in the Finger Lakes, apple growers in the Hudson Valley and manufacturers around Rochester. The White-Label License fits them as well as a Manhattan firm: a flat monthly fee, unlimited staff, and your firm’s app name, logo, colors, sign-in page and templates.

Clients remain on published HelloBooks plans with a firm discount, and your firm charges its own price; HelloBooks sends invoices only to the firm. A hellobooks.ai subdomain is live from day one, and your own domain plus firm email arrive at full launch. Your firm owns client data and can export it whenever it needs, 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.