TrustBooks
CPA & Partner Program

Your white-label bookkeeping team. We do the work. You own the client.

Add a high-margin bookkeeping line to your firm without hiring. We work behind your brand at wholesale rates — you set retail and keep the spread. Tax-season overflow, cleanup projects, or whole clients: handed off in the evening, back by morning.

Welcome to our partner program

Built for the people who serve small business

For CPAs & Accountants

Offload the bookkeeping you don't want to staff for — outsourced monthly books, client-ready dashboards, and cleanup at scale — all white-label, behind your brand. Free your team to focus on the high-value tax, advisory and CFO work that actually grows your firm.

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For Business Advisors & Consultants

Add TrustBooks' bookkeeping and reporting to the services you already offer, or simply refer clients and earn ongoing referral income. Become their one-stop partner without ever touching the books yourself.

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Why firms partner with us

A strategic partner, not a competitor

White-label, behind your brand

We never contact, market to, or poach your clients. Books are delivered under your firm — you keep the relationship and the trust.

You charge the markup

Pay a confidential wholesale partner rate, set your own retail price, and keep the spread. Add a high-margin service line without hiring or training.

We work while you sleep

Hand off in the evening, get clean books back. Scale through tax season and overflow without adding headcount or overtime.

Cleanup at scale

Send us the messy-book clients you dread. We remediate and reconcile; you keep the advisory, tax and CFO work that's actually profitable.

Ad-hoc blocks of time

Buy prepaid bookkeeper hours and deploy them on any client, any task, any month. No retainer, no minimums — capacity on tap.

Secure & confidential

NDA and no-poach guarantee, your-brand reporting, and a dedicated partner manager. Your clients never know we exist unless you tell them.

Partner pricing

Your deal is built around your firm

We don’t publish partner rates — your wholesale pricing depends on your volume and the mix of work you hand over. Tell us what you need and we’ll put a deal together on a quick call. You set your own retail price and keep a healthy recurring margin on every client.

You pay

Confidential wholesale

You bill

Your own retail

You keep

The spread

Capacity on tap

Prepaid blocks of time

Buy bookkeeper hours up front and deploy them on any client, any task. Hours are valid 12 months — perfect for overflow, deadlines and tax season. Block rates are agreed on your partner call.

Starter

100 hrs

A solid block to cover overflow across a handful of clients.

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Most popular

Growth

250 hrs

Steady capacity for a growing book of clients, month after month.

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Firm

500 hrs

Full-scale capacity to run bookkeeping across your whole firm.

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How partnering works

Live in days, not months

01

Book a partner call

A 20-minute call to understand your firm, your clients and the work you want off your plate. We agree your custom wholesale deal and a no-poach NDA on the spot.

02

Hand off the work

Onboard whole clients for white-label monthly books, send us cleanup projects, or draw down a block of hours — whatever you need, whenever you need it.

03

Deliver under your brand

We work in your clients’ own software and return clean, reconciled, reporting-ready books — on your schedule, under your firm’s name. You bill the client.

Partner FAQ

The questions firms ask

What does the partner program cost?

Partner pricing is custom and confidential — we build wholesale rates around your firm’s volume and the mix of work you hand over. The fastest way to a number is a quick partner call; we’ll put a deal together with you on the spot.

Will you ever contact or poach my clients?

Never. Every partner engagement is covered by a no-poach NDA. We work entirely behind your brand — your clients never need to know we exist.

How does white-label actually work?

You stay the face of the firm. We work inside your client’s own QuickBooks, Xero, FreshBooks, Sage or MYOB, deliver reports you can put your logo on, and invoice you at wholesale. You bill your client at whatever retail price you set.

What does "we work while you sleep" mean?

Hand work off at the end of your day and it’s progressed or completed by the next morning. It’s how partners absorb tax-season overflow and tight deadlines without hiring.

Do prepaid blocks of hours expire?

Blocks are valid for 12 months and can be spent across any client and any task — reconciliations, cleanup, catch-up, or month-end close. We agree block pricing on your partner call.

Is there a minimum commitment?

No. Start with a single cleanup project or one block of hours, and scale to white-label monthly across your book whenever it makes sense. Volume discounts grow as you do.

Which countries and platforms do you cover?

We support firms in the US, UK, Australia and Canada, and we’re certified partners of QuickBooks, Xero, FreshBooks, Sage, Zoho Books, NetSuite, Wave and MYOB.

Become a TrustBooks partner

Tell us about your firm and we’ll set up a 20-minute partner call — wholesale rates, no-poach NDA, and a plan to take bookkeeping off your plate.

  • No minimums — start with one client or one block
  • White-label, behind your brand
  • Volume discounts as you grow

Prefer to talk first? Book a partner call →

We’ll reply within one business day to set up your partner call.