The white-label model combines ongoing bookkeeping with a Mandant client relationship managed by the practice team. The practice remains visible and handles the Engagement, while BAS takes on agreed bookkeeping tasks as a service provider.
In everyday practice, the specific organisation determines the quality of the model. Dedicated contact persons, clear data paths, bundled queries and documented approvals create a clearly structured monthly process.
The article shows the roles of Tax advisory firm, BAS and Client, the monthly handover points, and the prerequisites for a controlled start.
The fundamental decision, ongoing Outsourcing accounting for Tax advisor, is dealt with in the preceding post. After that, the white-label cooperation begins with a clear division of roles. A White-label service takes on agreed operational services, while the firm's team manages the brand, Engagement and channels of communication.
The role matrix sets out the standard model for collaboration within a law firm. Communication channels can be adapted on a case-by-case basis, provided that responsibilities and approval processes remain clearly documented.
| process step | Law firm | BAS | Client |
|---|---|---|---|
| Mandantenkontakt | Manages contact persons, tone of voice and technical decisions | Bundles operational questions in the agreed channel | Provides details of the specified communication channel |
| Documents | Defines document routing, deadlines and responsibilities | Assess incoming mail and processing capacity | Provide evidence and supplementary information |
| Further questions | Decides on technical and tax-related matters | Documents outstanding booking queries and items requiring clarification | Add requested information |
| Processing | Defines scope and processing rules | Process the agreed ongoing booking tasks | Supported by complete and timely supply |
| Approval | Controlled defined approval points and decides on technical matters | Prepare status, votes and open items | Confirms required factual information |
| Result return | Transfers results for further processing Mandat | Hands over work results and processing status in a structured manner | Receives information about the agreed law firm model |
| external image | Remains a visible and mandate-holding entity | Provides operational services as a white-label partner | Experience a process managed by the firm's team |
Directly classifiedThe Tax advisor carry out Engagement and Mandant contact. BAS takes over agreed operational Finanzbuchhaltung work. Handovers, queries, checks and approvals follow documented process steps.
External perception is shaped by binding contact rules. The firm determines who acts as the sender, which topics BAS prepares, and when a technical decision is required. This keeps the Client within the familiar firm structure.
Central point of contactAll queries are handled through a named person or a functional mailbox. BAS provides bundled questions related to the processing status.
approved operational contactFor clearly defined issues, a direct exchange can be agreed upon. The scope of topics, documentation and involvement of the firm's team are fixed in advance.
hybrid contact logicRoutine data follow a standardised channel. Expert clarifications and approvals go specifically to those with professional responsibility.
The same basic idea applies to the White-Label-Payroll. In Bookkeeping, document paths, booking inquiries, account reconciliations and the return of open issues shape the processing workflow.
An effective contact rule answers five questions: who raises a query, through which channel is it routed, who decides, where is the response documented and by when is it needed for the current processing period?
The monthly process follows a recurring chain. The individual steps create a shared status and avoid parallel coordination.
Practice anchorIf documents arrive via multiple input channels, each channel needs a clear point of responsibility. The incoming mail control consolidates all documents into a shared processing status and makes missing information visible early on.
Handovers work reliably as soon as every process step has a trigger, a person responsible and an expected outcome. The practice team defines these points on a per-mandate basis and can apply different standards for different client types.
Handing over of documentsDocument type, designation, period assignment, key date and incoming channel form the documented requirements. The processing status shows immediately which data is already available.
query packageQuestions are bundled by urgency and specialist subject. Each question contains the facts, the reference to the evidence and the required decision.
Approval pointThe subject matter experts are given a clearly defined template for business decisions, special booking scenarios and further Mandat processing.
escalation pathUrgent or extensive points for clarification are assigned a priority, a contact person and an agreed decision date.
System accesses and technical data channels are in the DATEV and ADDISON connectivity deepened. For the white-label model, what matters most at this point is that permissions, workspaces and return paths match the agreed role model.
In this model, quality control means a documented check of the agreed work stages. BAS prepares the current processing status so that the firm can systematically build upon results, coordinations and open items.
Completeness statusThe status shows which documents have been processed and which details are intended for further processing.
Content alignmentAgreed accounts and transactions are reconciled. Anomalies are clearly linked to the relevant issue.
sanity checkThe check examines booking logic, period allocation, voucher reference and discernible discrepancies within the agreed scope of work.
Return formResults, open items, priorities and approval requirements are communicated in a consistent structure.
An internal control system supports the assignment of roles, verification steps and approvals. In the white-label process, the specific depth of control remains tied to Engagement, the scope of services and the firm's specifications.
Clear boundary of responsibilityBAS documents the agreed operational controls. Those with line management responsibility monitor defined approval points and make operational and tax-related decisions.
A viable model begins with a documented demarcation of services and roles. The scope of service focuses on agreed ongoing bookkeeping tasks. Professional and tax assessments remain with the accounting firm.
The German Tax Advisory Act allows Steuerberatern the use of services and ties access to facts protected by confidentiality to the necessity of the service. In the case of data processing on behalf, the contractual requirements, instructions and protective measures according to the General Data Protection Regulation are transferred to the concrete working model.
Prerequisite for startingA Engagement achieves operational handover readiness as soon as the scope of services, data paths, access rights, responsibilities and approval points are jointly documented.
A pilot mandate makes the working model visible under real-life conditions. It is suitable for a Engagement that maps typical document workflows and queries while also possessing a manageable number of special circumstances.
Define the pilot scopeEngagement, period, tasks, systems and return value are explicitly specified.
2. Test processContact persons, query channels, approvals and client contact are being trialled in the monthly process.
Evaluate pilotThe law firm team and BAS assess data quality, throughput, queries, checks and handover quality.
4. Derive standardProven steps are documented as a firm standard and applied to suitable Mandate.
Within this framework, the BAS can be involved as an operational partner for the agreed Finanzbuchhaltung work. The main page BAS for law firms and partners bundles the service areas and the next points for discussion.
Brasser Accounting Solutions GmbH is a specialised accounting service provider that supports companies with financial accounting, payroll accounting, and the structuring of modern digital accounting processes. The aim is a collaboration that is professionally sound, organisationally relieving, and reliably functional in everyday use.
Brasser Accounting Solutions GmbH is part of a corporate group with Quint GmbH Tax Consultancy & Auditing and the Swedish accounting and tax firm Service Place Årjäng AB.
