Partner Program · CPAs, bookkeeping agencies & fractional CFOs
Your brand on the books.
Our team behind them.
White-label bookkeeping at a fixed wholesale price per client. You keep the client, the relationship, and the margin — we deliver daily-reconciled, accountant-approved books under your name.
Fixed wholesale pricing · You set your retail price · No revenue share
Trusted by firms around the US
The math
You bill your client. We cost you a fixed price. The margin is yours.
Your client pays you what they pay you today. We charge a fixed wholesale rate per client, quoted by volume and complexity. No hiring, no training, no capacity ceiling — every new client is margin, not headcount.
Keep the relationship
Your clients stay your clients. Deliverables carry your brand, and you decide how to position the technology behind them.
Keep up with AI without the lift
No retraining your team, no upending your workflow, no new software to roll out. Outsource the bookkeeping layer and stay ahead of AI anyway.
Stay in the reviewer's seat
You review and approve as much or as little as you want. Every entry carries an audit trail of what was done and why.
The handoff
What your delivery looks like after the switch.
| Doing it in-house | With HaiFi behind you | |
|---|---|---|
| Categorization | Your team types into QBO transaction by transaction | Drafted daily by AI; approved by accountants |
| Reconciliation | Manual matching, statement by statement | Auto-matched across bank, Stripe, and ledger — daily |
| Month-end close | Multi-day scramble at the start of every month | Delivered within 5 business days, ready for your review |
| Financial statements | Built by hand in Excel | Your brand on the cover, generated on demand |
| Year-end prep | Two-week cleanup project | Tax-ready every month |
What's included
The whole bookkeeping layer, under your brand.
This is what you hand off — not a set of features to assemble, but every piece of the job, delivered as your service and approved by an accountant before it reaches your client.
Every expense, categorized
Every charge on your bank and cards sorted to the right category, with the vendor attached. When something genuinely can't be worked out from the record, you get one plain question instead of a spreadsheet.
Every account tied to reality
Each account on your balance sheet checked and backed with evidence every period — so the numbers hold up when a lender, an investor, or a buyer starts asking.
Your P&L, balance sheet, and cash flow
The three statements your bank, your investors, and your CPA all ask for — ready on demand, not reconstructed the week you need them.
Revenue counted when you earn it
Annual contracts and prepayments recognized across the term you deliver, not all at once when the cash arrives — the treatment investors and auditors expect to see.
Stripe payouts, untangled
Stripe pays you after taking its cut. We split every payout back into what you actually earned and what Stripe charged — so your revenue isn't quietly understated.
Your books matched to your bank
Every bank and card account checked against your real statements, so the balance in your books is the balance in your account.
Big upfront costs, spread properly
Pay a year of insurance in January and your books shouldn't show a disastrous January. Costs that cover many months get spread across the months they actually cover.
Costs land in the month they happen
Work delivered in March but billed to you in April still shows up in March — so a late invoice doesn't make one month look great and the next one look awful.
The entries you shouldn't have to think about
The routine bookkeeping entries that keep your books correct, drafted and reviewed by an accountant before they're posted — without anyone asking you about them.
Receipts, without the shoebox
Snap a photo, forward an email, or let us pull them from your inbox. Each receipt ends up attached to the transaction it belongs to.
How it works
Start with one client. Scale when you're convinced.
- 01
Wholesale quote
Bring one client. We quote a fixed monthly wholesale rate by volume and complexity — you know your margin before you commit.
- 02
Onboarding project
We connect the accounts, clean the chart of accounts, and catch up behind months. You see status the whole way.
- 03
Delivery under your brand
Daily reconciliation, accountant-approved reports, close in 5 business days — delivered as your service. Add clients as fast as you want.
Partner questions.
- How does the white-label program work?
- You keep the client and the relationship; we run the bookkeeping delivery under your brand. Your clients get daily reconciliation, accountant-approved reports, and a 5-business-day close — delivered as your service.
- What does it cost me?
- A fixed wholesale price per client, quoted by transaction volume and complexity. You set your own retail price and keep the margin. No revenue share, no per-seat fees.
- Will my clients know HaiFi is involved?
- That's your call. The service is white-label — your brand on the deliverables — and you decide how to position the technology behind it.
- What work do you take off my plate?
- The full bookkeeping layer: categorization, bank and merchant reconciliation, month-end close, financial statements, receipt capture, prepaid and accrual schedules. You stay in the reviewer's seat as much or as little as you want.
- How do we hand off a client?
- Each client starts with an onboarding project — accounts connected, chart of accounts cleaned, behind months caught up — then moves to their ongoing cadence. You see status the whole way.
- Do my clients or my team need to learn new software?
- No. Books stay in the client's existing ledger, and reports are delivered by email or Slack. When you want the chat surface, we set up Claude access for you and your clients as part of the arrangement — you don't have to retool your firm to keep up with AI.
- Who is the program for?
- CPAs who want to keep the advisory work and hand off the bookkeeping, bookkeeping agencies that want AI-scale delivery without rebuilding their workflow, and fractional CFOs who want a delivery arm behind their client relationships.
Add capacity without adding headcount.
Bring one client, see the delivery, and set your own price. We'll quote your wholesale rate in one call.