We’re proud to collaborate with fellow professionals. Whether you’re an accounting, tax, or bookkeeping firm seeking trusted support, a solo bookkeeper looking for mentorship, a financial services or tech partner ready to connect with small business owners, Bay Vista Bookkeeping offers discreet, high-quality services to help other firms grow and serve their clients with confidence.
White Label Services
Does your firm need help behind the scenes? We work under your brand or ours to support your clients with:
Cleanup Bookkeeping Projects, Ongoing Monthly Bookkeeping, Payroll, Sales Tax Filing, Accounts Receivable, Accounts Payable
Bookkeeper Mentoring
Starting or scaling your bookkeeping business? We offer personalized mentoring for bookkeepers who want to build a strong foundation, set smart pricing, streamline their systems, and grow with confidence.
Whether you’re just getting started or looking to level up, we’ll guide you through real-world workflows, client management, and building a business that works for you.
Topics we can cover:
Setting up your service packages and pricing
Client onboarding & engagement letters
Systems and tech stack recommendations
Managing scope, time, and communication
Transitioning from employee to business owner
Let’s talk about where you’re headed and how to get there.
Partner with Bay Vista
Do you represent a tool, platform, or service that supports small business owners, bookkeepers, or accountants? We love aligning with trustworthy partners who make life easier for our clients.
Reach out and let’s explore a collaboration.
Resources for Bookkeepers (Coming Soon)
We’re building a dedicated page full of helpful tools for bookkeepers and firms. Think:
Downloadable SOPs and Checklists
Onboarding templates
Proposal and Pricing Aids
Merch with clean, clever slogans