White-label accounting for Utah CPA firms

Utah County and Salt Lake County host a dense cluster of software and e-commerce companies, from bootstrapped shops to venture-backed teams. They need clean monthly books for investors and lenders but rarely want an internal finance department. Your firm often fills that role.

HelloBooks applies AI categorization to bank activity, reconciles it and holds uncertain lines for review, with invoices, bills and reports in one ledger. The firm console lists every startup with its close status, so managers in Lehi or Draper can see which companies are ready for month-end reporting and which need attention.

Resorts, rental shops and lodging around Park City and the Cottonwood canyons peak in winter, while outfitters and motels near Zion, Arches and Canyonlands peak from spring through fall. A single firm may serve clients whose busy months never line up.

The firm console shows each client’s month-end status and items waiting for review, letting staff plan work around each business’s calendar. Lodging groups with several properties can use multi-entity support on higher plans. Tax questions remain with your firm, since HelloBooks gives no tax advice.

Firms involved with the Utah Association of CPAs compete in a market where tech-savvy clients notice the tools their accountant provides. The White-Label License lets your firm set the app name, logo, colors, sign-in page and document templates, for a flat monthly fee with unlimited staff.

Each client stays on a published HelloBooks plan with a firm discount, and your firm sets its own client price. HelloBooks bills the firm and nobody else. A hellobooks.ai subdomain is ready from day one, with your own domain and firm email at full launch. Client data belongs to your firm and can be exported, 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.