Want to know the financial health of your business?
It starts with the financial health of your accounting system
The Finance Agency
White Label Bookkeeping Services for CPA & Tax Firms
Our White Label Bookkeeping Service is designed to support CPA and tax firms looking to add bookkeeping to their suite of services. We handle the heavy lifting, so you can focus on your clients.
A Great Partnership
Perfect for CPA and tax firms looking to add bookkeeping services without the hassle of building an in-house team. We handle the backend work while you maintain client relationships and focus on growing your advisory services.
How It Works
Monthly financials reviewed by senior accountants, ready to share with your clients with confidence
Your Team
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Lead all client communications and relationships
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Provide high-value strategic advisory services
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Focus on growing your firm and revenue
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Set your own pricing and profit margins
Our Team
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Manage and train the bookkeeping team
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Deliver review-ready financial reports
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Ensure accurate, reliable financials
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Provide completed monthly financial statements ready for your review
"Our service remains completely behind the scenes. Your clients see only your brand, and our wholesale pricing stays between us.
Our white label service covers the 'product' of bookkeeping services only. We do not engage in client communication or provide financial advice. All client interactions and advisory services are your firm's responsibility.
WHO IS TFA?
Based in Arizona, our elite team brings corporate accounting expertise to small business bookkeeping.
As former corporate accountants, we go beyond basic Accounting Software certification – we understand the principles behind every number.
Before delivering your tax-ready financials, we meticulously review each P&L and Balance Sheet, ensuring every reconciliation is accurate and every transaction is understood.
Think of us as your bookkeeping quality control team to get the information to need for complete tax returns.