How it works
White-Label Delivery
All work delivered under your firm's brand — your clients never interact with TMA directly.
Controller-Reviewed Output
Every deliverable reviewed and signed off by a TMA controller before it goes to your client.
Your Platforms
We work in your clients' existing accounting platforms — QBO, Xero, NetSuite, or Sage.
Scalable Capacity
Add clients without adding headcount — TMA scales with your firm's growth.
Dedicated Point of Contact
A single TMA contact for your firm — consistent communication, clear accountability.
Flexible Scope
Bookkeeping only, or full-cycle including AR, AP, and reporting — scoped to each client's needs.
Your clients get more. You carry less.
Hiring in-house bookkeepers means payroll, training, turnover, and capacity ceilings. Outsourcing to a generic bookkeeping service means losing quality control. BKaaS gives you controller-reviewed output under your brand — with none of the overhead.
| In-House Bookkeeper | TMA BKaaS |
|---|---|
| ✕$45–70K/year salary + benefits + turnover risk | ✓Per-file pricing — pay only for active clients |
| ✕Capacity ceiling — one person, one workload | ✓Scales instantly as your client base grows |
| ✕No controller review — errors reach the client | ✓Every file reviewed by a TMA controller before delivery |
| ✕Your brand exposed when staff interact with clients | ✓100% white-label — your clients never see TMA |
| ✕Training, onboarding, and platform ramp-up time | ✓Operational in your clients' platforms from day one |
Everything your clients need. Nothing they don't.
Each BKaaS engagement is scoped to the client's actual needs — not a fixed package. Here's what's available under your brand.
Monthly Bookkeeping
Full-cycle bookkeeping through close — categorization, reconciliation, accruals, and adjusting entries.
Bank & Credit Card Reconciliation
Every account reconciled to the cent, every month — no open items left for your review.
Accounts Payable Processing
Vendor bills entered, coded, and tracked — aging reports included so your client always knows what's due.
Accounts Receivable Management
Invoices created and tracked, collections followed up, and AR aging kept clean.
Payroll Recording
Payroll journal entries posted and reconciled to the payroll provider — no manual cleanup for your team.
Financial Statement Package
P&L, balance sheet, and cash flow statement — formatted, reviewed, and ready for your client meeting.
Controller Sign-Off
A TMA controller reviews every deliverable before it leaves our hands — so you present with confidence.
Year-End Prep Package
Trial balance, workpapers, and supporting schedules prepared and handed off clean for your tax team.
Built for CPA firms at a growth inflection point.
BKaaS works best when your firm is growing faster than your capacity to hire — or when you want to focus your team on higher-value advisory work instead of routine bookkeeping.
Firms with 20–200 client files
You have enough volume to justify a dedicated back-office partner, but not enough to build a full internal team.
Tax-focused firms adding advisory
You want to expand into monthly accounting services without pulling your tax team off peak-season work.
Firms upgrading client quality
You're moving upmarket and need controller-reviewed output to match the expectations of larger, more sophisticated clients.
Firms protecting margin
You're tired of eating time on low-margin bookkeeping clients. BKaaS lets you keep the revenue while offloading the hours.
Up and running in under two weeks.
Partner Onboarding Call
We align on your firm's workflow, communication preferences, platform access, and delivery standards. Takes 45 minutes.
45 min · One time
Client File Handoff
You introduce the client file to us. We review the chart of accounts, catch up any backlog, and establish the monthly close workflow.
3–5 business days per file
Monthly Close Cycle
We run the full close, controller reviews the output, and you receive a clean package by your agreed delivery date — ready to present to the client.
Ongoing · Avg. day 4.2 delivery
Common questions about BKaaS.
No. All work is delivered under your firm's brand. TMA operates as your invisible back-office — your clients communicate only with you, and all deliverables carry your name.
We work in QuickBooks Online, Xero, NetSuite, and Sage. If your client uses a different platform, let us know during onboarding and we'll confirm compatibility before taking on the file.
You grant TMA accountant-level access to the client's accounting platform. We operate within the same permissions structure your own team would use — no admin access, no direct client communication.
There's no minimum. Some firms start with a single file to test the workflow before rolling out to their full client base. We're happy to start small and scale as your confidence grows.
Pricing is per client file, based on transaction volume and scope. You'll receive a fixed monthly rate per file — no surprises, no hourly billing. Rates are confirmed during the partner onboarding call.
Grow your firm without growing your team.
Book a call and we'll discuss how BKaaS would work for your firm.