
Keep the strategic seat. We run the books underneath.
You own the client relationship and strategic work. We handle the monthly close, reconciliations, and workpapers.
You Own the Relationship
Client relationship, strategic advisory, and high-level planning stay with you.
We Handle the Layer Below
Monthly close, bank reconciliations, transaction categorization, and workpaper prep.
You Review & Approve
Financials delivered to you for review before client delivery. You stay in control.
Built for fCFOs who refuse to do bookkeeping—but need it solved
You're hired for strategic finance, not bookkeeping. But your clients need trustworthy books. We handle that layer.
What You're Hired For
- ✓Financial strategy and planning
- ✓Board reporting and investor relations
- ✓Scenario modeling and forecasting
- ✓Strategic decision support
What You Don't Want to Do
- ×Monthly close and reconciliations
- ×Transaction categorization
- ×Managing bookkeeping staff
- ×Cleanup and workpaper prep
We handle the bookkeeping layer so you can focus on what you're actually hired to do.
White-label or co-delivery
Choose the engagement model that works best for your practice and clients.
White-Label (Behind the Scenes)
We deliver to you. You deliver to the client. Your brand only.
- •Client sees your firm's branding exclusively
- •You review and approve before delivery
- •Full control over client communication
Co-Delivery
RecommendedWe work directly with the client under your oversight. Transparent partnership.
- •Faster onboarding with direct client access
- •You maintain oversight and approval rights
- •Client sees both firms working together
Margin-focused benefits
Charge your strategic rate. Pay our wholesale rate. Keep the margin without the overhead.
Wholesale Pricing
Our rates are designed for resale. You mark up, we deliver quality.
Scalable Revenue
Add bookkeeping revenue to your practice without hiring or training.
Predictable Costs
Fixed pricing per client. No variable labor costs or surprise expenses.
Example Economics
$800/mo
You charge client
$500/mo
You pay Omniga
$300/mo
Your margin, zero headcount
Avoid staffing overhead
No hiring, training, or managing bookkeepers. We handle capacity so you can focus on client relationships.
No Hiring
Skip the recruiting, interviewing, and onboarding process entirely.
No Training
Our team is trained on our standardized workflow—ready from day one.
Scalable Capacity
Add or reduce client capacity without managing headcount.
Focus on Strategy
Spend time on client relationships and strategic work, not bookkeeping management.
Standardize deliverables
Every client gets the same close package: financials, reconciliations, exception logs, and workpapers. Consistent quality.
Financial Statements
P&L, Balance Sheet, Cash Flow Statement
Reconciliations
Bank, credit card, and platform reconciliations
Exception Logs
Flagged transactions with resolution notes
Workpapers
Supporting documentation and audit trail
Delivered by the 10th business day, every month
Reduce churn
Clients stay when the books are trustworthy and delivered on time. We handle that reliability layer.
Consistent Quality
Clients receive the same reliable close every month—no variation in quality based on who's doing the work.
On-Time Delivery
Financials delivered by the 10th business day, every month. No missed deadlines or last-minute scrambling.
Trustworthy Financials
Built-in controls, reconciliations, and audit trails give clients confidence in the numbers.