Are you a business advisor such as an Accountant, Outsourced CFO or Business Coach?

Would you like to free up your time, increase client retention, provide accurate on time reports and make more profit?

Our white label solution is proven to deliver results.

Do you find yourself having unproductive or frustrating meetings with your clients because the Xero file is incomplete or inaccurate?

Bookkeeping is an integral part of the accounting process where the capture and collation of financial data all begins. Bookkeeping should not be treated as an add on solution to the accounting process, it needs to be part of your whole accounting solution for your client to enable you to offer them a fully comprehensive financial service, taking care of their transactions, payroll, taxation and advisory work.

But you don’t want to do the bookkeeping, and don’t have the systems or resources to provide this service…right?

We have the solution for you!

Introducing our service of White Label Bookkeeping – giving you the tools and capacity to support and grow your advisory business without the hassle of resourcing it! White Label Bookkeeping means you have a new additional service offering to your clients.

Leverage our extensive expertise in

bookkeeping and client management

BOOK A MEETING

What is

White Label

Bookkeeping?

Ultimate Business Solutions will perform the bookkeeping tasks under your brand.

There is a clear scope of works and pricing agreed upfront, so it is clear who is doing which tasks. This ensures there is no miscommunication, and nothing is missed.

Fixed monthly fees are charged by Ultimate Business Solutions to your firm, you then include this in your monthly servicing offering to your client. How much you decide to charge for the bookkeeping service is at your discretion.

How White Label Bookkeeping works

A bookkeeping email address is created through your business, which Ultimate Business Solutions manage and use as the main communication method with your client. You remain the owner of this email account.

We can attend initial client meetings to discuss the bookkeeping scope with you and your client, ensuring all bookkeeping related questions about the scope of works are answered in that initial meeting.

A detailed proposal is provided to you which you can then put into your own system and quote your client directly under your own branding.

Fixed monthly fees include all year end and compliance work, there is only ever an extra quote needed for a special project or change in laws where extra work is needed.

Work is performed in the Xero file on an agreed timely basis – daily, monthly weekly.

CASE STUDY

Accounting Firm

An accounting firm found they were getting more and more requests from clients to provide a ‘one stop shop’ service to their clients.

VIEW CASE STUDY

CASE STUDY

Outsourced CFO

Outsourced CFO business where the CFO is working alone and taking care of several clients.

VIEW CASE STUDY

How we meet your client needs

It all comes down to the team and the systems we use!

Established in 1998, we are a team of 12 bookkeepers, all located in Australia. We are an ISO certified quality assured firm, working from checklists and procedures.

We have specific customised procedures for every client, backed by our quality assurance system.

We work almost exclusively with Xero and know it inside out, making us extremely efficient in our bookkeeping tasks.

Our practice management system generates and tracks our jobs and tasks so that nothing can be missed.

Leverage our extensive expertise in bookkeeping and client management

BOOK A MEETING

So Why Trust Ultimate Business Solutions to Represent Your Brand?

Quality guaranteed

Free Health Check report to prove quality

Experience – 22 years, all staff qualified.

Free quotes for every client with clear scope

We are here to help you create long term relationships with your client, all under one roof, grow the advisory side of your business and have the data to enable more productive advisory meetings. We are here to make you look great in front of your client.