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White-label delivery · Your brand, our work

Your clients get great books.
Your firm gets the credit.

SNA provides structured bookkeeping and accounting support for CPA firms, bookkeeping practices, and fractional CFO firms — delivered under your brand, on your timeline, with a 3-layer QC process behind every deliverable.

Book a Capacity Call See how we partner →
Accounting firm files handled
0+
Active engagements across CPA, bookkeeping & CFO firms
↑ Growing year over year
Avg. month-end delivery
5 days
From close to CPA-ready financials
↓ vs 12-day industry avg
QC pass rate
99.9%
Maker → Checker → Reviewer on every file
✓ Zero errors reach your desk
Partner time freed per month
Bookkeeping & posting
0%
Reconciliation review
0%
Write-up & close
0%
Avg. hours saved monthly
0+ hrs
Redirected to advisory & new clients
Delivery time: SNA vs industry average (days)
SNA
Industry avg
📗
QuickBooks Online
💙
Xero
🟣
QuickBooks Desktop
🟢
Sage
🔵
NetSuite
💰
ADP Payroll
🌿
Gusto
📄
Bill.com
📊
Hubdoc
🧾
Dext
📗
QuickBooks Online
💙
Xero
🟣
QuickBooks Desktop
🟢
Sage
🔵
NetSuite
💰
ADP Payroll
🌿
Gusto
📄
Bill.com
📊
Hubdoc
🧾
Dext
The Real Problem

You have more clients than your team can absorb.

Growth compounds fast. Every new engagement adds bookkeeping load, reconciliation cycles, and deadlines — while your senior staff stays buried in work that shouldn't require their time.

01
Hiring is slow, expensive, and risky
A good bookkeeper takes 3–6 months to hire, onboard, and trust. Clients can't wait that long, and the wrong hire is worse than no hire.
02
Tax season buries your team
The same period when you need to close books fast is the same period your staff is overloaded on 1040s, 1120s, and 1065s. Something gets deprioritized.
03
Advisory work gets pushed aside
Your margin and your value-add are in CFO-level conversations — not in reconciling bank feeds. But the reconciliation always gets prioritized because it's urgent.
04
Turning away work costs more than the capacity problem
Every referral you can't take is revenue lost permanently. And referring clients elsewhere trains your network to stop thinking of you first.
Capacity Snapshot — Without SNA
Team bandwidth used 0%
Deliverables on time 0%
Partner hours on advisory 0%
After Partnering With SNA
SNA
SNA handles bookkeeping & write-up
Delivered under your brand. 3-layer QC. CPA-ready.
Team bandwidth freed ↓ 40–60%
On-time delivery rate 99%+
Partner advisory time ↑ 2–3× more
New clients you can take on No ceiling
12+
Years serving
US accounting firms
25+
CPAs, CAs, and accounting
professionals on staff
3-layer
Maker-Checker-Reviewer QC
on every deliverable
100%
NDA-protected
engagements
Who We Partner With

Built for firms that are serious about growth.

SNA works with practices at different stages and with different structures — what they share is needing reliable, white-label capacity behind the scenes.

🏛️
CPA & Accounting Firms
Growing faster than your team can absorb? We handle bookkeeping, reconciliations, write-up work, and tax prep support behind the scenes — on your software, following your review standards.
Monthly bookkeeping Write-up services Tax prep support 1040 · 1120S · 1065
📒
Bookkeeping Firms
At capacity but can't turn away new business? Gain a dedicated delivery team that works under your brand, follows your processes, and helps you scale without adding full-time headcount.
White-label delivery Client onboarding support Catch-up bookkeeping Month-end close
📈
Fractional CFO Practices
Strategic guidance is only as strong as the financial data underneath it. We keep the books clean and current so your advisory work lands on solid ground — every engagement, every month.
Bank reconciliation AR / AP management Management reporting KPI dashboards
🧾
EA & Tax-Only Practices
Need bookkeeping support to complement tax work, or catch-up help when clients come in with disorganized records? We prepare books to a review-ready standard before your filing deadlines.
Year-end cleanup Catch-up bookkeeping Tax-season overflow CPA-ready output
What We Deliver

The full accounting stack,
behind your brand.

From daily transaction processing to controller-level oversight — structured under our Maker-Checker-Reviewer process and delivered to your standards.

Core service
Bookkeeping & Accounting
Chart of accounts setup, daily transaction posting, bank feed management, categorization, and month-end close — every cycle, no exceptions.
  • Monthly & weekly bookkeeping
  • Bank & credit card reconciliation
  • Transaction coding & categorization
  • Financial statement preparation
  • AP / AR support
Write-up
Write-Up Services
Consistent, review-ready write-up support that keeps client books clean for your tax prep, advisory, and CPA review workflows.
  • Monthly write-up packages
  • Adjusting journal entries
  • General ledger review
  • Financial reporting packages
  • Supporting schedules & documentation
Tax season
Tax Preparation Support
Additional bandwidth when filing deadlines close in. Your process stays intact — we prepare, organize, and deliver review-ready documentation.
  • Form 1120 (C-Corp)
  • Form 1120S (S-Corp)
  • Form 1065 (Partnership)
  • Individual 1040 returns
  • 1099 preparation & e-file packaging
Cleanup
Catch-Up Bookkeeping
Clients coming to you with months or years of disorganized books? We do the cleanup work so you can focus on advisory, not data entry.
  • Historical transaction cleanup
  • Multi-year reconciliation
  • Chart of accounts restructuring
  • Tax-ready cleanup packages
  • CPA coordination support
Oversight
Controller-Level Services
When clients need financial oversight but don't require a full-time controller, we bridge the gap with structured review and reporting.
  • Month-end close management
  • Reconciliation oversight
  • Variance analysis
  • Management reporting packages
  • Internal control review
Migration
Software Migration & Setup
Moving a client between platforms? We handle QBO, Xero, Sage, NetSuite, and QBD migrations with data integrity checks at every stage.
  • QBO / QBD migration
  • Xero implementation & cleanup
  • Sage & NetSuite onboarding
  • COA restructuring
  • Post-migration reconciliation
Engagement Models

Three ways to work together.

Choose the model that fits how your firm manages client relationships and delivery — not the other way around.

Most popular
🏷️
White-Label
Your clients never know SNA exists. All deliverables, reports, and communications go out under your firm's brand.
✓ Branded reports & client deliverables
✓ No SNA branding anywhere
✓ Your review process, our execution
✓ Best for firms protecting client relationships
🤝
Collaborative
Clients know SNA supports delivery while your firm stays the primary relationship owner and point of contact.
✓ Transparent delivery model
✓ SNA can join client calls if needed
✓ Your firm owns the relationship
✓ Good for firms that value transparency
↗️
Referral
When a client's needs fall outside your service model, refer them directly to SNA while maintaining visibility into the relationship.
✓ SNA engages the client directly
✓ You maintain relationship visibility
✓ Referral partnership opportunities
✓ No overflow wasted; no clients lost
How It Works

From first conversation
to first deliverable.

We're designed to integrate into how you already work — not to ask you to change your systems for us.

01
Week 1
Workflow Discovery
We map your current delivery process — which software you use, how you review, what your clients expect, and where work is stacking up. No templates. We build around your standards.
📋 Typically 1–2 calls
02
Week 2
Pilot Client
We take on one real client file using your process. You evaluate quality, communication, and turnaround time. Adjustments needed? We make them before expanding.
📂 One real engagement, zero risk
03
Month 1+
Structured Delivery Begins
Your dedicated team takes on agreed client files. Every deliverable goes through our Maker-Checker-Reviewer QC cycle before it reaches you. You review, approve, and it goes out under your name.
✅ 3-layer QC on every deliverable
04
Ongoing
Scale as You Grow
Capacity adjusts with your workload. Tax season surge? We scale up. Quieter quarter? No fixed commitments to carry. You're not locked into headcount that doesn't match demand.
📈 No long-term minimums required
Firm Results

What actually changes when
capacity stops being the constraint.

Outcomes across CPA firms, bookkeeping practices, and fractional CFO firms that partner with SNA. Firm types anonymized by request.

CPA Firm · 3 Partners · QBO
3 weeks → 5 days
Month-end close cycle
SNA took over monthly bookkeeping and reconciliation for 14 client files. Partners redirected the saved time entirely to tax planning and advisory conversations.
Bookkeeping Reconciliation Write-up
Bookkeeping Firm · Solo Owner · Xero
+8 clients
New business taken on without hiring
At capacity with 22 clients, the owner was turning away referrals. SNA handled delivery for existing clients under her brand, freeing her to onboard 8 more within 90 days.
White-label Client onboarding Month-end close
EA Practice · Tax Season · QBD + QBO
Zero backlog
Into tax season for the first time in 3 years
Books for 19 clients were disorganized heading into filing season. SNA completed catch-up bookkeeping across all files in 4 weeks, delivering CPA-ready financials before the deadline.
Catch-up Tax prep support 1120S · 1065 · 1040
Fractional CFO Practice · 6 Clients · NetSuite
40 hrs/month
Freed from transactional work
CFO principal was spending nearly half his billable time on bookkeeping cleanup before advisory sessions. SNA handled ongoing books for all 6 clients, letting him focus on the work clients actually pay premium for.
Controller services Management reporting KPI dashboards
Security & Compliance

Your clients' data is protected.
Full stop.

Every engagement is NDA-protected by default. Our security infrastructure is built for firms that handle sensitive financial data across multiple clients.

🔒
NDA on Every Engagement
Signed before work begins. No exceptions. Your client data and firm operations stay completely confidential.
🔐
Encrypted File Transfers
All documents, workpapers, and financial data are transmitted through secure, encrypted channels only.
👥
Access Controls
Role-based access so only the team members assigned to your clients can see their data. Fully auditable.
🏦
US Business Hours
Available during US business hours for real-time communication, status updates, and urgent requests.
✅
3-Layer QC Every Time
Maker, Checker, Reviewer on every deliverable. Errors are caught before they leave our desk, not after they reach yours.
📋
Documented Processes
Every client engagement has a written SOP. Consistent output regardless of who on our team handles the work.
Get Started

Ready to stop turning
away good clients?

Book a free 30-minute capacity call. We'll map where the bottlenecks are and whether SNA is the right fit to help you clear them.

Book Your Free Capacity Call Explore engagement models
No commitment. No pitch deck. We'll be direct about whether it's a fit.