Logiframe US LLC

99 South Almaden Blvd. Suite 600
San Jose, CA 95113
United States

PARTNER CONFIDENTIAL

White-Label Partner Program

Scope & Wholesale Pricing — for CPAs, CAS Firms, Tax Attorneys & Fractional CFOs

All rates are wholesale (what your firm pays Logiframe per client). You set your own client-facing price and keep the margin. Logiframe remains invisible to your client — you own the relationship and the brand. Fees monthly unless noted; excludes software subscriptions.

WHY WHITE-LABEL LOGIFRAME INSTEAD OF HIRING

Get a fully managed accounting team — without the cost, hiring risk, or management burden of building one. You keep the client, the brand, and the margin; we deliver the work behind you, flexing to your volume and covering specialized depth one hire never could.

There’s no people to manage on your side. Performance, coverage, training, and turnover are all handled by Logiframe — you receive the finished work, not the responsibility of supervising a team.

Variable cost, not fixed overhead

A U.S. bookkeeper runs $55K–$75K fully loaded — carried whether the work is there or not. White-label converts that into a per-client cost you pay only when you have the engagement.

No hiring, training, or supervision

A trained, managed delivery team from day one. No recruiting cycle, no onboarding, no work review. You hand off the work; we manage the people.

Capacity that flexes instantly

Take on five new clients next month without a hiring cycle. You never turn away a referral because you’re staffed out.

No key-person risk

When a solo bookkeeper quits or goes on leave, clients suffer. A managed team has no single point of failure — the work continues regardless of any one person.

Specialized depth one hire can’t cover

Systems implementation, manufacturing cost accounting, SaaS revenue recognition, multi-entity consolidation — a team’s range, not a single hire’s limits.

You stay focused on licensed work

Offload low-margin bookkeeping and redeploy your expensive hours to the advisory, tax, and attest work only you can do.

CORE SERVICE

Basic Accounting

Accurate, reconciled, CPA-ready books every month — maintained on an accrual basis in QuickBooks Online or Xero. Delivered behind your brand.

Each month

Priced by transaction volume and complexity. Complexity is set by business model: service businesses are Standard; inventory or SaaS/deferred-revenue businesses are Complex; multi-channel e-commerce, multi-entity, or specialized accounting is Highly Complex.

Monthly Volume (Transactions)Standard US$Complex US$Highly Complex US$
1–50250300350
51–100350420495
101–150450545635
151–200555670780
201–250655790920
251–3007609151,065
Above 300Let’s discussLet’s discussLet’s discuss

Partner discount by complexity: Standard 32% off retail · Complex 37% off · Highly Complex 42% off — the deepest margin sits on the specialized work where you add the most value. Partner pricing starts at $250/month. “Transactions” = bank + credit card + payment transactions + other entries during close. One-time prior-period baseline review: $510 (~3 months), $850 (~5 months), scaled by book condition. Volume reviewed periodically; sustained changes move to the applicable tier the following month.

COMPLEXITY TIERS — BY BUSINESS MODEL

Standard — Service businesses

No inventory, simple revenue recognition. Income booked as fees, retainers, or invoices; expenses mostly payroll, rent, software, overhead. One entity, clean close.

Complex — Inventory businesses & SaaS / deferred-revenue businesses

Two distinct profiles:

Inventory & product businesses — buy, hold, and sell physical goods. Inventory means COGS tracking, stock valuation, and receiving/purchase entries; transaction volume rises with each stocking location.

SaaS & subscription businesses — revenue recognition is the complexity driver, not inventory. Annual/subscription billing creates unearned (deferred) revenue amortized across the subscription term, with monthly recognition schedules and deferred-revenue roll-forwards.

Why Complex: either inventory/COGS work or deferred-revenue amortization adds real monthly accounting judgment beyond straightforward bookkeeping — but it’s still typically a single entity.

Highly Complex — Multi-channel e-commerce, multi-entity, or specialized accounting

Structural complexity stacked on top of inventory or recognition work — multiple sales channels and partnerships to reconcile, multiple entities to consolidate, or specialized accounting rules.

Why Highly Complex: multiple channels/partnerships each require separate reconciliation of payouts and fees, and consolidation or specialized recognition pushes this toward managed-finance effort.

SPECIALIZED MONTHLY SERVICES

Partner margin on specialized work: AR, AP, and Dashboard Maintenance are discounted 37% off retail; Cost Accounting, Revenue Recognition, and Multi-Entity Consolidation — the most specialized work, and where you add the most value to your client — are discounted 42% off retail, giving you the most room to bundle them into your own managed-finance offering.

1. Accounts Receivable (AR) Management

Receivables kept accurate and visible — so your client always knows who owes what, and the cash position is clear.

Each month

Out of scope: collections calls / customer follow-up, invoice creation.

Open invoices (month-end)Wholesale US$
Up to 200360
201–300470
301–400600
401–500725
Above 500Re-quoted

2. Accounts Payable (AP) / Bill Pay Management

Bills managed end-to-end through approval and payment prep — nothing slips, and your client keeps full control of when money leaves.

Each month

Out of scope: funding/releasing payments (client retains banking authority), vendor dispute negotiation.

Bills processed / monthWholesale US$
Up to 50300
51–100425
101–150550
151–200675
Above 200Re-quoted

3. Cost Accounting (Manufacturers)

How it works. Your client maintains their Bill of Materials and production data in their system — their operational source of truth. Logiframe turns that data into accurate cost accounting: inventory valuation, COGS, variance analysis, and margin reporting.

Each month

Client provides: maintained BOM/standard costs; production data (units produced, materials consumed, labor hours); physical count results; and notice of cost or product changes.

Out of scope: BOM creation/maintenance, production scheduling, MRP/ERP operation, physical counts, inventory tax treatment (263A/UNICAP — stays with the CPA).

Platform. QuickBooks Online or Xero require an inventory app (Unleashed, Katana, Cin7, inFlow, SOS Inventory); QuickBooks Enterprise handles assemblies and BOM natively; NetSuite supports full WIP/standard costing and multi-entity. Inadequate software → business-systems implementation is a separate prerequisite.

Capability limitation. This service is performed within the capabilities of the client’s chosen software. Where a platform does not natively support a required function (multi-level BOMs, routings, by-products, landed cost, lot/serial costing, variance tracking), Logiframe delivers what the system can produce, identifies the limitation, recommends a suitable platform, and — if the client elects not to upgrade — documents the resulting constraint. Logiframe is not responsible for limitations arising from the software itself.

Manufacturing ScopeWholesale US$
Light — single location, ≤25 SKUs, standard costing375
Moderate — multiple product lines, active WIP, overhead allocation640
Advanced — multi-location/warehouse, job costing, complex BOMs1,015
Enterprise / multi-entity manufacturingRe-quoted

One-time setup (accounting structure, COA mapping for inventory/WIP/COGS, overhead methodology, inventory-app integration): $1,450–$3,480. Does not include building the BOM.

4. Revenue Recognition / Deferred Revenue (SaaS & Subscription)

How it works. Your client runs billing and subscriptions in their system — their operational source of truth. Logiframe turns that billing and contract data into accurate revenue recognition: ASC 606-aligned schedules, deferred-revenue tracking, and ARR/MRR reporting.

Each month

Client provides: operating billing/subscription system; complete billing data (invoices, contract terms, start/end dates, plan changes); confirmation of recognition policy per plan type; and notice of new plans or pricing.

Out of scope: operating the billing platform, drafting formal ASC 606 memos or opinions, audit representation (coordinated with the CPA/auditor), revenue policy decisions (client sets the policy; we apply it).

Platform. QuickBooks Online or Xero alone can’t produce deferred-revenue schedules at scale; a billing platform (Stripe Billing, Chargebee, Recurly) or dedicated rev-rec tool (Maxio/SaaSOptics, Zuora) is needed; NetSuite Advanced Revenue Management handles ASC 606 natively. Inadequate tooling → business-systems implementation is a separate prerequisite.

Capability limitation. This service is performed within the capabilities of the client’s chosen billing and accounting software. Where a platform does not natively support a required function (automated deferred-revenue scheduling, usage-based billing, multi-element arrangements, proration, contract-modification tracking), Logiframe delivers what the systems can produce, identifies the limitation, recommends an alternative, and — if the client elects not to upgrade — documents the constraint, including any reliance on manual schedules. Logiframe is not responsible for limitations arising from the software itself.

Subscription ScopeWholesale US$
Light — single plan structure, monthly/annual terms320
Moderate — multiple plans, proration, mid-term changes550
Advanced — usage-based or hybrid billing, multi-entity870
EnterpriseRe-quoted

One-time setup (recognition schedules, COA mapping for deferred revenue, billing integration, historical deferred-revenue reconstruction): $1,160–$2,900. Does not include operating or configuring the billing platform.

5. Dashboard Maintenance (build fee separate — see below)

The client’s financial dashboard kept accurate, current, and evolving — so the numbers your firm and the client rely on are always reconciled to the books and kept in step with the business.

Included every month (all tiers)

You (or your client) define which KPIs matter; Logiframe builds and maintains the dashboard that displays them. Tiers differ by refresh frequency, number of connected data sources, and the monthly change allowance included.

Maintenance TierRefreshSourcesIncluded change / moWholesale US$
StandardMonthlySingle (accounting)Minor edits; up to 1 new metric/quarter190
AdvancedMonthly + on-demand2–3 (acctg + billing/CRM)Up to 2 new metrics or 1 new view; light commentary345
Complex / Multi-entityWeekly / multi-entityMultiple, blendedOngoing changes; consolidated views; monthly variance flags535

Change requests beyond the included allowance are billed at an agreed hourly rate. Build fee is one-time and separate — see Annual / One-Time Services.

6. Multi-Entity Consolidation

Related entities consolidated into one clean set of financials — intercompany activity eliminated, with a consolidated reporting package each month.

Each month

Each entity’s standalone bookkeeping is a separate Basic engagement per entity; this is the consolidation layer on top. Requires accounting software that supports multi-entity or class structures. Tax consolidation/filing stays with the CPA.

Entities ConsolidatedWholesale US$
2 entities260
3–4 entities435
5–7 entities665
8+ entitiesRe-quoted

ANNUAL / ONE-TIME SERVICES

9. 1099 Preparation & Filing

Year-end 1099s handled end-to-end — tracked through the year so filing season isn’t a scramble.

Annually

VolumeWholesale US$
Up to 10 forms160 (annual)
11–25 forms315 (annual)
26–50 forms535 (annual)
Above 50$9/form

Optional monthly vendor/W-9 tracking: $47/month.

Dashboard Building (one-time)

A financial dashboard built around the KPIs you and your client care about — validated against the books and ready to use.

One-time build

Tooling affects effort (platform-native reporting NetSuite Analytic Warehouse; SuiteConnect; Klipfolio for Xero clients); confirmed at scoping.

Build ScopeWholesale US$
Standard — core financial KPIs, single source945
Advanced — multi-source, custom metrics, multiple views2,205
Complex — multi-entity, blended operational + financial4,095

Monthly maintenance billed separately (service #5).

PARTNER TERMS