White Label Accounting Virtual Assistant Services
White Label Bookkeeping For CPAs & Accounting Firms
United Alliances provides white label bookkeeping support for CPA firms and accounting practices — helping you manage client onboarding, daily transactions, reconciliations, reporting, and bookkeeping backlogs under your brand.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
Client Onboarding & Migration Support
Daily Transaction Processing
Bank & Credit Card Reconciliations
Month-End Closing per Firm Standards
Tax Workpaper Preparation
Client Communication Support
Audit-Ready Financial Packaging
Firm-Specific SOP Implementation
Quality Control Review Support
Tax Season Capacity Support
Industry-Specific Bookkeeping Support
Technology Stack Standardization
Back-Office Process Documentation
Firm Portal Integration
Project Management & Status Tracking
Standardized Reporting Templates
Firm Branding on Deliverables
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
Partnership Setup
We align with your firm’s bookkeeping standards, SOPs, branding rules, client communication preferences, and portal access.
Client Onboarding
Your clients are moved into a secure back-office workflow for document collection, bookkeeping setup, and recurring task assignment.
Bookkeeping Execution & QC
Our team supports daily transactions, reconciliations, month-end close tasks, reports, and quality control reviews based on your firm’s process.
White Label Delivery
Completed work is prepared under your firm’s standards, ready for review, client presentation, or final delivery under your brand.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADP
Bill.com
CCH Axcess
Drake Tax
Gusto
Intuit ProSeries Tax
Intuit QuickBooks
XeroLower Financial Operations Costs
Save Up to 60% on Accounting Operations
Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.
Local In-House Accountant
$65,000+Salary + Taxes + Benefits + Training
UA Accounting Specialist
$22,500Dedicated Accounting Operations Support
Annual Operational Savings
$42,500+What our clients are saying
Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.
Frequently Asked Questions
common questions about this service — answered.
Yes. United Alliances works behind the scenes as your white label bookkeeping support team. Client communication only happens if your firm approves or requests it.
We follow your firm’s SOPs, bookkeeping standards, review checklist, reporting format, and delivery process. Work can be reviewed before it goes to your clients.
Yes. Our team can work inside your existing tools, including QuickBooks, Xero, Bill.com, Dext, Hubdoc, TaxDome, Canopy, ShareFile, Dropbox, Microsoft 365, and Google Workspace.
Most firms reduce back-office bookkeeping overhead by using white label support instead of hiring, training, and managing additional in-house staff. Savings depend on workload, scope, and required support level.
Yes. We align with your internal SOPs, client workflow, chart of accounts preferences, reconciliation standards, reporting templates, and delivery expectations.
Yes, but only if your firm wants that. We can either stay completely behind the scenes or support approved client communication for document collection and routine follow-ups.
Yes. Deliverables can be prepared according to your firm’s templates, naming structure, reporting format, and white label delivery standards.