White-label close
Our close team works as your back office on Yoraito. You own the client relationship and set the price; we bill you at wholesale rates.
FOR FIRMS
Close capacity for CPA firms and fund administrators
Offer a reviewed, traced month-end close to more clients without hiring for it. Under your brand or ours.
TWO WAYS TO WORK WITH US
White-label it, or refer it
Refer a client
Introduce a client who needs a close run. We deliver Assisted Close directly and you earn a referral fee on the first year.
THE PRACTICAL VERSION
What the back office actually looks like
The practical version: your team stays the client's first call and keeps the relationship. The month-end mechanics come off your plate. We run the close on Yoraito under your brand, return a reviewed pack with evidence attached, and your reviewer tests it rather than rebuilding it.
- Your brand
The deliverable is yours
Close pack, variance commentary and evidence carry your firm name. The client never sees our interface.
- Your margin
You set the price
We bill you at wholesale rates. The difference between that and your price is your business, and we do not approach your client.
- Your review
Faster, because it is traced
Every figure links to the query that produced it, so a review is checking evidence instead of re-performing the work.
WHY FIRMS USE IT
Capacity without the hiring cycle
Busy season covered
Monthly closes keep moving while your team is on audits and returns.
Evidence you can stand behind
Every number traced to SQL, so your review is faster.
Fund administrators
A consistent close and sponsor pack across the portfolio companies you serve.
TO GET STARTED
What we need to start
Four things, and none of them are your client's goodwill.
- A committed list of entities and the accounts each one carries
- Read access to the ledgers and banks, or a monthly export you already produce
- Someone who can answer accounting questions inside two working days
- Your statement of work template, so the disclosure wording is right from the first engagement
PROFESSIONAL STANDARDS
Built to keep you compliant
We designed the white-label model with professional standards in mind.
- Independence: we don't run the close for clients you audit
- Disclosure: our SOW template includes the wording to tell clients you use a third-party provider
- Tax stays with you: we don't touch return preparation
FIRST
The two questions that come first
Before you apply
What if we audit one of these clients?
We do not run a close for a client you audit. Independence is checked before the engagement starts, not after.
Who carries the liability?
Close services are delivered by our certified delivery partner under its own services agreement, and it carries professional liability for the close work.
Add close capacity before next busy season.
Tell us about your client base and we'll show you how a white-label close would run.