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white-label bookkeeping

services

If you're a tax firm or provide CFO services, 

We're a bookkeeping firm, but we're not tax experts and we don't provide strategy beyond forecasting

What TFA will be responsible for:

Transactional and execution

categorizing transactions

reconciling bank accounts

posting journals where applicable

providing monthly reports for internal review

Team management and training

categorizing transactions

reconciling bank accounts

posting journals where applicable

providing monthly reports for internal review

what you will be responsible for

client management and communication

It's important you keep the relationship within your firm

finanical review
you 

how does pricing work

We will charge you at 'wholesale' price which is lower than our direct to client prices.

Our pricing is determined based on number of accounts to reconcile, and volume of transactions.

You can then charge the client whatever you like! We typically see our partners add between 15% - 35% margin.  Note, this is just for bookkeeping services.  Any strategy or tax support should be billed in addition.

how does communication work?

You will have a point of contact with The Finance Agency.

We will only communicate with a team member internal to your firm.  We do not communicate with clients directly.

At the end of the month (typically within 8-10 business days) we will close the financials and send reports to your internal team for review.

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