White label bookkeeping services

Reliable white label bookkeeping for CPAs, CFOs, & Consultants

Offer your clients a top-notch monthly bookkeeping service through our White Label program. Stay focused on what you do best.

A woman with a laptop in front of her, smiling while making a call on her smartphone.

Trusted by companies worldwide

6 Figure Brand

"Perfect communication the whole way through set up. Their monthly reports are exactly what I need to run my company - it's amazing!"
Ronan Walsh
Digital Trawler

7 Figure Brand

"The EcomBalance team is accessible when we have questions and they got us caught up on 6 months of bookkeeping exactly as promised. "
Spencer Carlson
Ballard Products

8 Figure Brand

"We struggled to find bookkeepers that truly understood our business. EcomBalance has been all of that and much more. Best in the business."
Neils Olson
Trio Beauty

Add bookkeeping without the hassle

We know offering bookkeeping on top of CPA, CFO, and consultancy services can be difficult. Our white label bookkeeping service is here to help!

Why CPAs & CFOs choose us

eCommerce expertise

If your clients sell on Amazon, Shopify, Ebay, Etsy, or Walmart, we're a perfect fit. Our entire White Label bookkeeping team specializes in eCommerce.

Simple, process-driven, and reliable

We're process people that like to keep things simple. We'll set up a custom process for your clients so they feel taken care of & nothing is confusing.

Fast support & proactive

Customer satisfaction is important to us. We respond in 1 business day, we provide weekly updates for Catch Up work, and we'll always keep in close touch with you.

On time & accurate bookkeeping

Above all else, we ensure our White Label bookkeeping is accurate and on-time. We want to make you look good in the eyes of your clients.

White label bookkeeping made easy

1/ Consultation Call

We'll talk about how the White Label program works, a revenue-share model, pricing clients, & everything in between.

2/ Build a Landing Page Tg

We'll help create a landing page for the white label bookkeeping services so you have somewhere to send potential clients.

3/ Start Pricing Clients

As clients show interest, we'll provide them a custom pricing quote. You can build it into your prices or they can pay us separately.

4/ Integration Process

We'll integrate clients by getting all of their banks, marketplaces, processors, etc. linked to QBO or Xero. A streamlined process.

5/ Catch Up & Clean Up Work

If needed, we'll complete Catch Up & Clean Up work for our clients. This will get their books up to date and accurate for the future.

6/ Monthly Bookkeeping

We'll deliver their financial statements by the 15th of each month. They'll have a dedicated Bookkeeper & support from us.

7/ Get Paid Monthly

Based on our agreement, we'll collect payment monthly or you will. We'll then divvy up the revenue share to each other.

8/ Scale & Grow

As you add more clients, we'll take on their monthly bookkeeping work so that both of us grow sales and profits together.

Need help with non-eCommerce companies?

We also own AccountsBalance.com, a monthly bookkeeping service that caters to agencies, SAAS companies, & online service companies. Reach out here to start the conversation!

One time upfront cost

Clean Up and Catch Up

We can help your clients with any Catch Up and Clean Up work that they have for their monthly bookkeeping. Our white label bookkeeping services will get your clients fully caught and cleaned up so we can then easily handle their monthly bookkeeping.

Starts at $399/month

Top-notch monthly bookkeeping

With our white label bookkeeping service, we'll get all of your clients' eCommerce sales channels (Amazon, Shopify, Ebay, Etsy, Walmart, Stripe, PayPal, etc.) integrated into their bookkeeping software (Quickbooks Online or Xero) so that it's plug and play, no matter where their current books are at.

By the 15th of every month, we'll send your clients their monthly financials (Profit & Loss, Balance Sheet, & Cash Flow Statement) so they can make smart decisions while growing their business.

[stm-calc id="8132"]

*Note: As you refer more clients, we'll increase your referral earnings %. You can keep the additional earnings or pass it along to your clients.

Client experience

Easy-to-use client portal

Your clients will be able to log in to a secure, custom portal to access their Pricing Quote, upload documents, & receive monthly financial statements from their dedicated Bookkeeper.

We're constantly working to make the client portal an easier-to-use experience so that clients can quickly access their financial reports & stay up to date with how their business is performing.

Why trust us?

Built by business owners...just like you

EcomBalance was founded by Nathan Hirsch and Connor Gillivan in 2021 after discovering a huge need for a simple bookkeeping service specifically for eCommerce businesses. Nathan and Connor are longtime entrepreneurs who have sold over $25 million on Amazon so they understand the eCommerce space. They also built the eCommerce freelance marketplace, FreeUp, to 8 figures (acquired in 2019 by The HOTH). With EcomBalance, they’re on a mission to change the way bookkeeping is offered to eCommerce companies.

Who we help

Ecommerce companies

EcomBalance is hyper focused on helping businesses within the eCommerce industry selling yearly between $500,000 to $25 million across many platforms -- Shopify, Amazon, Walmart, PayPal, Stripe, Etsy, Ebay, and many others.

EcomBalance's sister company, AccountsBalance, also caters to similar businesses selling different products and services online-- digital agencies, SAAS companies, freelancers, content creators, business coaches, and the like.

We work with all eCommerce platforms

We integrate with your sales channels and tools so everything's in one place.

Join the White Label Program

We're aiming to help 1,000s with their bookkeeping -- if we can help you and your clients, we'd love the opportunity to chat.

Frequently Asked Questions

EcomBalance is built by eCommerce sellers and entrepreneurs, not bookkeepers, although we have a great Bookkeeping team. Connor Gillivan and Nathan Hirsch sold over $25 million on Amazon before building and selling an eCommerce freelance marketplace, FreeUp. We have been in the space for 15+ years building strong bookkeeping processes in our businesses. Strong financials helped us scale and eventually exit FreeUp.

 

We are great at hiring bookkeepers and we bring an entrepreneurial mentality to bookkeeping. We speak to entrepreneurs and know what entrepreneurs (specifically sellers) want in a monthly bookkeeping service. We are also process junkies. Our focus is strong and efficient processes from pricing to integration to getting you financials you can actually understand and make decisions on.

Our service is straightforward. We charge clients on the first of the month and you get their books to them by the 15th. They get an income statement, balance sheet and cash flow statement each month along with any findings and recommendations. We work out of Quickbooks Online or Xero.

We offer both cash and accrual bookkeeping. We recommend clients consult with their CPA to decide which is best for their business.

When they fill out a pricing form, we ask them to make sure to indicate which one they require.

For accrual bookkeeping, please note that sales and COGS are reported as accrual basis. A2X (the tool we use to connect with eCommerce marketplaces and processors) imports all sales/COGS data under accrual basis accounting.

Right now, we don’t offer a service to accrue expense accounts since that would cost significantly more time and money (and is unnecessary for most businesses).

  1. Keep their business and personal expenses separate. We don’t work with clients that continue to intermingle personal and business.
  2. Fill out our pricing form and send us access to their current books.
  3. Get a quote, get us the access we need, and get started.
Exclusive finance guide

Want better bookkeeping?

It's possible! Subscribe below & we'll send you our Bookkeeping Packet. A pack of resources to teach you about bookkeeping.

You’ll get our Ecommerce Bookkeeping Guide, The 10 Ecommerce Bookkeeping Mistakes Ebook, our Monthly Finance Meeting Agenda, & a few surprises!