Bookkeeper360

Keep financial records current, understand business results through regular reporting, and get dedicated support to make informed decisions.

Simplify tax filing, support compliance, and identify deductions, credits, and planning opportunities that can help reduce tax liability.

Outsource payroll administration and connect payroll, benefits, and labor costs with bookkeeping for organized records and compliance support.

Build a compliant HR foundation and get strategic or hands-on support for people operations as your business grows.

Gain financial clarity, plan for growth, and make confident business decisions with flexible CFO leadership and actionable insights.

Connect payment workflows and business systems to manage bills, invoices, expenses, and inventory while keeping accounting records in sync.

Gain real-time financial visibility, actionable insights, and direct access to your accounting team across web and mobile.

Managed bookkeeping, reconciliation, invoicing, collections, and financial reporting delivered by offshore or managed teams to reduce payroll costs and provide scalable accounting operations.

Products: Bookkeeping, Bill Pay & Invoicing, Bookkeeper360 Software and App

Fractional and outsourced CFO services delivering board reporting, cash‑flow forecasting and management, fundraising support, strategic budgeting, and operational finance improvements.

Products: Fractional CFO services, Bookkeeper360 Software and App

Professional tax return preparation, filing, year-round planning, and compliance support for businesses and individuals, including sales tax obligations and tax credit claims.

Products: Tax services

Full-service payroll processing, tax filing, real-time payroll previews, and outsourced payroll administration to reduce errors, ensure compliance, and centralize payroll data.

Products: Payroll services

Modular and full-service HR outsourcing offerings that deliver HR administration, expert consultation, account management, and selective function outsourcing.

Products: HR services

Bookkeeping

Bookkeeper360 provides monthly or weekly bookkeeping through a dedicated U.S.-based accounting team. The service maintains and organizes financial records, categorizes transactions, reconciles accounts, and supports accounts payable, accounts receivable, and expense tracking. Clients can choose cash- or accrual-based accounting and receive monthly financial statements, trend analysis, and variance highlights. The service also includes accounting platform setup, app integrations, prior-period cleanup, and routine reviews to help clients understand their financial results.

• Keep Books Accurate And Current
  Regular bookkeeping keeps financial records organized and up to date, helping clients avoid surprises when they review their numbers.
• Get Consistent Expert Support
  A dedicated accountant who understands the business provides a consistent point of contact for questions and bookkeeping support.
• Organize And Reconcile Financial Activity
  Categorized transactions, reconciled accounts, and organized payables, receivables, and expenses help maintain complete, reliable financial records.
• Understand Results With Regular Reports
  Regular financial statements and analysis help clients review business performance and understand changes in their financial results.
• Match Income And Expenses To Periods
  Accrual reporting gives clients a view of income and expenses aligned with the periods in which they belong, with relevant balances reflected in the books.
• Bring Backlogged Books Up To Date
  Prior-period cleanup addresses incomplete or outdated records and helps establish a clear starting point for ongoing bookkeeping.
• Review Results With Your Accountant
  Monthly reviews give clients an opportunity to discuss their financial results with their accountant and better understand the numbers.
• Set Up And Connect Accounting Tools
  Accounting platform setup and app connections help clients begin service with an organized bookkeeping system that works with their existing tools.
• View Key Metrics On The Go
  The live dashboard and mobile app provide access to financial information and key business metrics beyond monthly reports.
• Align Books With Your Business
  Business-aligned bookkeeping helps organize financial records and reporting around the company's operations and the financial measures that matter to its business model.

Tax services

Bookkeeper360 provides business and individual tax preparation, filing, planning, and compliance support. Services include federal and state returns for varied entity types, estimated tax and year-end planning, entity evaluation and incorporation, sales tax compliance, tax notice support, and R&D tax credit claims. Tax professionals coordinate tax preparation with bookkeeping records, identify eligible deductions and credits, and provide specialized tax support for nonprofits.

• Prepare Accurate Business And Individual Tax Returns
  Customers receive tax return preparation and filing support for business entities and individuals, with federal and state returns and compliance needs addressed through a tax team.
• Plan Ahead And Identify Tax-Saving Opportunities
  Ongoing and year-end planning helps customers assess tax obligations, review potential deductions, and make informed decisions before filing deadlines. Strategy engagements include tax savings projections and insights.
• Identify And Claim Eligible R&D Tax Credits
  The service helps businesses assess eligibility, identify qualifying wages, contractor costs, and supplies, and prepare claims using financial records. Eligible companies may apply credits against payroll taxes, and qualifying prior-year credits may be reviewed for recovery.
• Connect Tax Filing With Organized Financial Records
  Coordinating tax preparation with bookkeeping helps keep financial records organized and categorized before filing, and supports consistency between tax returns and the records maintained for the business.
• Choose And Form A Suitable Business Entity
  Customers can get support assessing entity options and establishing an entity aligned with their goals, while considering how business structure affects taxes, liability, and growth.
• Determine Where Sales Tax Obligations Apply
  Nexus support helps businesses evaluate where their activities may create sales tax requirements, including as they grow across multiple states.
• File Sales Tax Returns On Schedule
  The service handles recurring sales tax filings, including monthly or quarterly filings, supporting compliance as businesses operate across multiple states.
• Register And Set Up Sales Tax Collection
  Customers can get assistance with state registrations and collection setup as part of managing sales tax responsibilities across jurisdictions.
• Manage Nonprofit Tax Requirements With Specialized Support
  Nonprofits receive tax guidance tailored to their needs, covering preparation, planning, exemption applications, compliance, reporting, and tax optimization while supporting focus on their mission.
• Get Support With Tax Notices And Defense
  Customers can access support for tax notices and tax defense coverage as part of their tax services.

Payroll services

Bookkeeper360’s outsourced payroll service helps businesses set up and administer payroll, run pay cycles, and manage payroll tax filings. It connects payroll with bookkeeping so wages, taxes, benefits, and expenses flow into financial records. The service also supports benefits setup, department-level labor cost tracking, time and PTO tracking, direct deposit, year-end tax documents, workers’ compensation connections, and state payroll registrations.

• Run Payroll And Manage Tax Filings
  Outsource recurring payroll administration and tax filing tasks, with support for different compensation structures and payroll deductions.
• Register In States And Support Compliance
  Get help setting up state payroll accounts and managing changing requirements when hiring in additional states.
• Sync Payroll With Your Financial Records
  Connect payroll and bookkeeping to reduce manual reconciliation and keep payroll-related expenses reflected in accounting records.
• Prepare Payroll For Your First Pay Run
  Get expert help setting up the payroll system and gathering the details needed to begin paying your team.
• Set Up And Administer Medical Benefits
  Get support arranging medical benefits through payroll partners as part of your payroll process.
• Track Labor Costs By Team
  Organize payroll costs by department, role, or team to give businesses a clearer view of labor expenses.
• Track Employee Hours And Paid Time Off
  Manage hours and PTO as part of payroll administration to support smoother payroll runs.
• Pay Employees By Direct Deposit
  Use direct deposit and flexible pay schedules to pay your team through the payroll service.
• Organize Year-End W-2s And 1099s
  Get year-end W-2 and 1099 documents organized through the payroll service.
• Connect Workers’ Compensation To Payroll
  Bring workers’ compensation coverage into the payroll process alongside payroll administration.
• Manage Worker Onboarding And Offboarding
  Coordinate employee and contractor transitions as part of payroll administration.

HR services

Bookkeeper360 provides HR foundation, strategic advisory, and fractional HR support for growing businesses. Services include HR audits, employee classification and wage compliance reviews, state-specific handbooks and policies, employee file organization, HRIS guidance, organizational and performance frameworks, and recruiting support. Clients can choose a one-time compliance cleanup, ongoing leadership-facing guidance, or hands-on support from a dedicated HR partner. Support can include multi-state compliance guidance, employee situations and complaints, onboarding and offboarding, and ongoing compliance oversight.

• Identify And Address HR Gaps
  Review existing HR practices and employee files, pinpoint compliance risks and missing documentation, and organize records to strengthen the business’s HR foundation.
• Review Classification And Wage Compliance
  Assess worker classifications and wage practices to identify issues and support compliant HR operations.
• Create Current, State-Specific HR Documents
  Provide tailored handbooks, policies, and required notices that reflect applicable jurisdictional requirements and are kept current as laws change.
• Provide Hands-On HR Support
  Access a dedicated HR partner for employee matters, formal complaints, onboarding and offboarding, file management, performance management, and ongoing compliance oversight.
• Guide HR Decisions And Growth
  Give leaders ongoing support with HR compliance, policies, organizational needs, people initiatives, and expansion into multiple states.
• Organize HR Tools And Employee Records
  Get guidance on HR technology and support for keeping employee records centralized and organized as the business grows.
• Clarify Roles And Organizational Structure
  Develop organizational materials and role documentation to help define positions, responsibilities, and relevant KPIs.
• Support Consistent Performance Management
  Use review frameworks, manager tools, and feedback templates to support performance management aligned with company values.
• Coordinate Recruiting And Hiring
  Get recruiting execution support from candidate sourcing and screening through interview coordination and offer letter drafting.
• Check HR Compliance Quarterly
  Review HR compliance on a quarterly basis as part of ongoing oversight.

Fractional CFO services

Bookkeeper360 provides growing businesses with dedicated, senior financial leadership through ongoing fractional CFO support and one-time strategic projects. Each month, clients receive financial reporting, KPI and variance analysis, forecasting, cash flow insights, and guidance for budgeting, profitability, pricing, and growth. Engagements can scale with business needs and include financial dashboards, proactive insights, and access to a dedicated U.S.-based finance team. Project options include a 12-month budget and a three-year forecast with scenario planning.

• Plan Budgets And Model Long-Term Growth
  Use annual budgets and multi-year projections to map business goals, evaluate growth plans, and understand expected revenue, expenses, and profitability.
• Improve Cash Visibility And Plan Ahead
  Understand cash flow and runway, identify potential shortfalls, and use financial insights to plan business spending and investment decisions.
• Track Performance Against Key Financial Metrics
  Review monthly reporting, KPIs, and variances to understand business performance and identify where results differ from the plan.
• Identify Profit Drivers And Improve Pricing
  Understand which products, services, departments, and revenue streams contribute to profit, and use pricing analysis to support sustainable growth.
• Make Growth Decisions With Financial Insight
  Use financial reporting and strategic guidance to evaluate growth plans and make business decisions grounded in financial data.
• Access Senior Finance Leadership On Demand
  Work with dedicated finance leaders for strategic support without taking on the cost of an in-house CFO or Controller.
• Scale CFO Support To Fit Your Needs
  Choose ongoing support or a defined project, then adjust the engagement as the business's financial needs evolve.
• Prepare Financials For Fundraising And Investment
  Use strategic financial guidance and planning to prepare for investor discussions, fundraising, and decisions about deploying capital.
• Monitor Financial Metrics In Real Time
  View key financial measures, including cash position, burn rate, and KPIs, through dashboards available on web and mobile.
• Spot Financial Changes Before They Escalate
  Receive alerts about changes such as declining margins, low cash runway, or budget variances so financial issues and opportunities are visible.
• Connect Existing Accounting Platforms
  Connect the included software to Xero or QuickBooks and continue using the accounting platform already in place, without migration.

Bill Pay & Invoicing

Bookkeeper360 connects and manages the technology used for bill pay and invoicing, bringing payment workflows and business systems together. The service supports receivables and payables management, invoice and bill workflows, expense tracking, inventory management, and payment processing. It also offers QuickBooks Online or Xero integration, free setup and onboarding, and next-day funding availability.

• Manage Money Owed In And Out
  Manage payables and receivables through connected workflows, helping businesses keep track of bills they owe and amounts customers owe them.
• Approve And Process Payments
  Coordinate bill approvals and payment processing, with digital records that support payment tracking and reconciliation.
• Connect Your Accounting And Business Apps
  Connect the service with QuickBooks Online or Xero and supported third-party apps so payment and business workflows can work with existing systems.
• Process Payments And Access Next-Day Funding
  Support payment processing and access next-day funding availability through the service.
• Track Expenses And Billable Hours
  Record reimbursable expenses and time entered for billable work as part of the business's payment and invoicing workflows.
• Track Inventory And Fulfillment
  Manage inventory-related workflows with tools for pricing and margin analysis, reorder points, orders, fulfillment, costing, and valuation.
• Start With Free Setup And Clear Billing
  Begin with free setup and onboarding, with billing described as simple and transparent and without hidden fees.

Bookkeeper360 Software and App

Bookkeeper360’s web and mobile platform gives business owners real-time financial visibility through dashboards, reporting, cash flow tracking, and AI-powered insights. Users can monitor performance and key metrics, connect with their bookkeeper or CFO team, and combine accounting and payroll data for workforce insights. The platform integrates with Xero and QuickBooks, and its mobile app is available for iOS and Android.

• View Financial Performance In Real Time
  Monitor key financial information across web and mobile without waiting for a monthly report.
• Surface Trends And Financial Alerts
  Get insights and alerts about financial changes based on actual business data, helping users make informed decisions.
• Track Performance Against Goals
  Review business performance, compare results year over year, and track goals and trends using financial dashboards and reports.
• Monitor Cash Flow And Runway
  See cash movement, available cash, burn, and runway to understand the business’s cash position.
• Connect With Your Accounting Team
  Message the bookkeeper or CFO team in real time, request files and financials, and schedule meetings through the platform.
• Connect Your Existing Accounting Platform
  Integrate with Xero or QuickBooks so users can connect the accounting platform they already use without migrating.
• Analyze Payroll And Workforce Costs
  Bring accounting and payroll data together to review payroll expenses, departmental costs and headcount, and revenue and net income by headcount.
• Access Financial Insights On The Go
  Use the mobile app on iOS or Android to check financial information and reach the team from anywhere.