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WHITE LABEL SERVICES FOR ACCOUNTIN PROFESSIONALS

Keep the clients,
Grow the 

Relationships

Your clients need more. Your firm can offer it. Get Bookkeeping, Payroll, 

and business tax support behind the scenes- with your brand front and

center. 

Business Handshake

You bring the clients. We help with the work. We share the revenue

Your brand stays visible

You manage the relationship

GLBS supports the work

THE OPPORTUNITY

Stop sending your
next opportunity 
somewhere else.

You earned their trust.
Let's help you build on it.

01 / KEEP THE RELATIONSHIP

Referring work shouldn't mean losing a client.

when a client needs a bookkeeper or payroll specialist, offer support through

your own firm. You remain their point of contact.

02 / EXPAND YOUR CONFORT ZONE

Business returns don't have to be a dead end.

If you've turned away business returns because you weren't comfortable taking

them on, partner with GLBS to define the support you need. 

03 / MAKE ROOM TO GROW

More services. A team behind you. 

Build on the relationships you already have with help fulfilling the work, rather

than building an entire department yourself.

YOUR SERVICES, SUPPORTED

A broader offering.
The same trusted name.

Choose the support that fits your practice. We define the scope and responsibilities together before work begins.

01 / BOOKKEEPING

Stay connected
throughout the year.

02/ PAYROLL

Support their 
growing team.

03 / BUSINESS TAXES

Say "let's look at it"
with more confidence.

Help clients keep their books organized while

strengthening an ongoing relationship with your firm.

Offer payroll support through your company, with

GLBS helping handle agreed-upon work.

Help clients keep their books organized while

strengthening an ongoing relationship with your firm.

1. Ongoing bookkeeping support

2. Catch-up work scoped together

3. Financial reporting support

1. Payroll setup support

2. Recurring processing assistance

3. Coordinated client information

1. Business return preparation support

2. Review responsibilities defined upfront

3. A coordinated document workflow

HOW IT WORKS

Anchor 2

Your Relationships.
Our support. Shared growth.

 01 - Build the partnership

Agree on the details.

We discuss your services, capacity, workflow, membership terms, and revenue split.

02 - Bring the work

Stay the point of contact.

Your company manages the client relationships and coordinates the information needed to the agreed services.

03 - Deliver together 

Put the support to work.

GLBS helps complete the work behind the scenes. Your firm coordinates delivery and keeps building the relationship. 

THE GLBS MEMBERSHIP PLAN

A partner behind your practice.

For tax professionals ready to offer more to the clients - with support

that fits the way their firm works. 

Built around your firm.

Service scope

Agreed together

Client communication

Led by your company

Revenue split

Established upfront

Membership pricing

Discussed during consultation

Final services, review and filing responsibilities, fees, and client relationship protections are defined in partnership agreement.

A FEW THINGS TO KNOW

Before we partner.

Frequently asked questions

LET'S BUILD TOGETHER

Your next chapter
starts with a 
conversation.

Tell us where you want support. Let's explore how GLBS can

help your company serve more of your clients' needs.

Where do you need support?
Anchor 1
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