Bookkeeping and cleanup
Recurring bookkeeping, reconciliations, catch-up work and organised records.
Discuss bookkeeping →For CPA, accounting & tax firms
Confidential White-Label Accounting Services for CPA, Bookkeeping & Tax Firms
Add delivery capacity without changing the client relationship. Silver Star works behind your firm on agreed bookkeeping, cleanup, tax preparation support and accounting back-office work while your firm remains client-facing and retains final review responsibility.
What we can prepare
More delivery capacity for recurring and busy-season work.
Year-end and reporting
Year-end schedules, workpaper organisation, close support and financial-statement preparation.
Discuss year-end →Tax preparation support
Support for individual and business tax preparation, with the engaging firm retaining final review, signing and filing responsibility.
Discuss tax support →Accounting back-office
AP, AR, data organisation, payroll support where scoped and recurring workflow support.
Discuss back-office →How the relationship works
Your clients stay yours.
Your firm remains the face of the relationship. Silver Star works within the agreed workflow and does not contact your clients unless you expressly authorise it.
01
Align standards
Understand templates, naming conventions and expectations.
02
Agree access and scope
Confirm information, responsibilities and deadlines.
03
Complete preparation
Carry out the agreed bookkeeping or preparation work.
04
Report exceptions
Raise questions, missing items and dependencies.
05
Hand back for review
Return the work for your firm’s final review and action.
Questions
Clear boundaries support a better handover.
Do you communicate directly with our clients?
No, not unless your firm expressly authorises it.
Who performs the final review and signs or files?
The engaging firm retains final review, signing and filing responsibility.
Can you follow our templates and workflow?
We can discuss your templates, naming conventions, access and workflow during setup.
Can you support scale during busy periods?
Yes. Busy-season capacity can be discussed based on the work required, available capacity and the agreed delivery plan.
How is confidentiality handled?
Work is performed within the agreed communication, access and confidentiality arrangements for the engagement.
Next step
Discuss your firm’s workflow
Tell us the type of preparation work, expected cadence and capacity you need to add behind your firm.
Discuss White-Label Support