Resell accounting software as part of your firm’s service

Each client company is placed on one of the published HelloBooks plans, and your firm receives a firm discount on every one of those plans. You pay HelloBooks for the discounted plans plus a flat monthly license. What you charge the client is up to you, and the gap between the two is revenue that stays inside the practice every month.

Because HelloBooks bills only your firm, clients never receive a competing invoice for the same software. There is no awkward moment where a client compares your price against a vendor’s published rate on a card statement. The software shows up as part of your service, on your invoice, under your brand, which is how most clients prefer to buy it anyway.

Reselling does not mean hosting servers, writing code or running a help desk for bugs. HelloBooks builds and operates the product, while your team does what it already does well: keeping books accurate and advising owners. The license covers branding, the firm console and the discounted client plans, so the operational load on your practice stays close to what it is today.

Your clients get an AI accounting product with categorization, bank reconciliation, invoicing, bills and reports, and multi-entity support on the higher plans. That is a complete system, which means you are not reselling a limited front end and quietly doing the real work in another tool behind the scenes.

Firms tend to package resold software in one of three ways. Some include it inside a monthly bookkeeping fee so the client sees one number. Some list it as its own line so the value is visible. Others give it free to their top service tier as a reason to upgrade. The license supports all three because pricing sits entirely with you.

Whichever approach you choose, write it into your engagement letter so clients understand what they are paying for. Clear terms make it easier to adjust later, whether you raise a bookkeeping fee, add a reporting package, or move a growing client onto a higher plan that includes multi-entity support.

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.