White-label accounting for Rhode Island CPAs

Yards, riggers, sailmakers and marine electronics firms around the bay work on long builds and refits, with customer deposits, material purchases and subcontractor bills spread across months. Owners need to see where each project stands financially and whether deposits cover costs.

HelloBooks keeps customer invoices, vendor bills and reconciled bank activity in one ledger, with AI categorization holding uncertain lines for review. Your firm console shows each marine client’s close status, so reviewers in Warwick or East Greenwich can keep these complex books current.

Newport hotels, restaurants, charter boats and wedding venues earn much of their year between late spring and fall. Events bring deposits months ahead and final payments afterward. When books slide during the season, your firm spends the winter untangling them.

Reconciliations that run as the season goes, plus a firm console showing each client’s items waiting, keep that winter lighter. Clients sign in to software carrying your firm’s app name, logo and colors. Tax treatment of deposits and seasonal income remains your firm’s call; HelloBooks gives no tax advice.

Many Rhode Island firms serve clients in every corner of the state, and often across the line in Massachusetts and Connecticut. The White-Label License charges your firm a flat monthly fee and includes unlimited staff, whether your team sits in Providence or Westerly.

Clients stay on published HelloBooks plans with a firm discount, and your firm charges its own price; HelloBooks bills the firm only. A hellobooks.ai subdomain is ready from day one, with your own domain and firm email arriving at full launch. Your firm owns client records and can export them, 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.