# Bookkeeper360

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting
- Delivery model: services
- Website: https://bookkeeper360.com
- AI agent profile: https://nowen.ai/agents/bookkeeper360-com
- Updated: 2026-10-27
- Directory: one of 35 AI agents in Accounting (https://nowen.ai/industry/accounting)
- Read by AI assistants from: Anthropic

> Bookkeeper360 provides outsourced accounting and financial advisory services to help small businesses manage their finances and make informed decisions.

Bookkeeper360 is a financial technology company that helps small and growing businesses manage their finances through outsourced accounting and advisory support. Its team provides bookkeeping, tax, payroll, human resources, fractional CFO, and bill pay and invoicing services, supported by financial dashboards and real-time insights.

**Mission:** To help businesses manage their finances and make confident decisions through exceptional, collaborative, and innovative accounting and advisory support.

## Products & Services

### [Bookkeeping](https://bookkeeper360.com/services/bookkeeping/)
*Service*
Keep financial records current, understand business results through regular reporting, and get dedicated support to make informed decisions.
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.

- **Monthly and weekly bookkeeping** — Keep Books Accurate And Current
- **Dedicated accounting support** — Get Consistent Expert Support
- **Transaction management and account reconciliation** — Organize And Reconcile Financial Activity
- **Financial reporting and insights** — Understand Results With Regular Reports
- **Accrual basis reporting** — Match Income And Expenses To Periods
- **Catch-up and prior-period cleanup** — Bring Backlogged Books Up To Date
- **Routine monthly reviews** — Review Results With Your Accountant
- **Accounting setup and integrations** — Set Up And Connect Accounting Tools
- **Live financial dashboards and mobile access** — View Key Metrics On The Go
- **Business-specific bookkeeping** — Align Books With Your Business

### [Tax services](https://bookkeeper360.com/services/tax/)
*Service*
Simplify tax filing, support compliance, and identify deductions, credits, and planning opportunities that can help reduce tax liability.
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.

- **Business and individual tax return preparation** — Prepare Accurate Business And Individual Tax Returns
- **Year-round tax planning and strategy** — Plan Ahead And Identify Tax-Saving Opportunities
- **R&D tax credit claims** — Identify And Claim Eligible R&D Tax Credits
- **Bookkeeping-integrated tax preparation** — Connect Tax Filing With Organized Financial Records
- **Entity planning and incorporation** — Choose And Form A Suitable Business Entity
- **Sales tax nexus assessment** — Determine Where Sales Tax Obligations Apply
- **Sales tax filings** — File Sales Tax Returns On Schedule
- **Sales tax registration and collection setup** — Register And Set Up Sales Tax Collection
- **Nonprofit tax services** — Manage Nonprofit Tax Requirements With Specialized Support
- **Tax notice and defense support** — Get Support With Tax Notices And Defense

### [Payroll services](https://bookkeeper360.com/services/payroll/)
*Service*
Outsource payroll administration and connect payroll, benefits, and labor costs with bookkeeping for organized records and compliance support.
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.

- **Payroll processing and tax filings** — Run Payroll And Manage Tax Filings
- **State payroll registrations and multi-state compliance** — Register In States And Support Compliance
- **Payroll and bookkeeping integration** — Sync Payroll With Your Financial Records
- **Payroll setup** — Prepare Payroll For Your First Pay Run
- **Medical benefits administration** — Set Up And Administer Medical Benefits
- **Department cost mapping** — Track Labor Costs By Team
- **Time and PTO tracking** — Track Employee Hours And Paid Time Off
- **Direct deposit and pay schedules** — Pay Employees By Direct Deposit
- **Year-end tax documents** — Organize Year-End W-2s And 1099s
- **Workers’ compensation connection** — Connect Workers’ Compensation To Payroll
- **Employee and contractor onboarding and offboarding** — Manage Worker Onboarding And Offboarding

### [HR services](https://bookkeeper360.com/services/hr-solutions/)
*Service*
Build a compliant HR foundation and get strategic or hands-on support for people operations as your business grows.
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.

- **HR compliance audits and cleanup** — Identify And Address HR Gaps
- **Employee classification and wage compliance** — Review Classification And Wage Compliance
- **Employee handbooks and policies** — Create Current, State-Specific HR Documents
- **Fractional HR partner support** — Provide Hands-On HR Support
- **Strategic HR advisory** — Guide HR Decisions And Growth
- **HR technology and employee records guidance** — Organize HR Tools And Employee Records
- **Organizational structure and job documentation** — Clarify Roles And Organizational Structure
- **Performance frameworks and manager enablement** — Support Consistent Performance Management
- **Recruiting and hiring support** — Coordinate Recruiting And Hiring
- **Compliance health checks** — Check HR Compliance Quarterly

### [Fractional CFO services](https://bookkeeper360.com/services/fractional-cfo/)
*Service*
Gain financial clarity, plan for growth, and make confident business decisions with flexible CFO leadership and actionable insights.
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.

- **Budgeting and forecasting** — Plan Budgets And Model Long-Term Growth
- **Cash flow analysis and optimization** — Improve Cash Visibility And Plan Ahead
- **Financial reporting and KPI analysis** — Track Performance Against Key Financial Metrics
- **Profitability and pricing analysis** — Identify Profit Drivers And Improve Pricing
- **Strategic growth planning** — Make Growth Decisions With Financial Insight
- **Senior finance leadership** — Access Senior Finance Leadership On Demand
- **Flexible CFO engagements** — Scale CFO Support To Fit Your Needs
- **Capital deployment and fundraising support** — Prepare Financials For Fundraising And Investment
- **Real-time financial dashboards** — Monitor Financial Metrics In Real Time
- **Proactive financial alerts** — Spot Financial Changes Before They Escalate
- **Accounting platform integration** — Connect Existing Accounting Platforms

### [Bill Pay & Invoicing](https://bookkeeper360.com/services/bill-pay-and-invoicing/)
*Service*
Connect payment workflows and business systems to manage bills, invoices, expenses, and inventory while keeping accounting records in sync.
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.

- **Payables and receivables management** — Manage Money Owed In And Out
- **Invoice and bill payment workflows** — Approve And Process Payments
- **Accounting and third-party app integrations** — Connect Your Accounting And Business Apps
- **Payment processing and next-day funding** — Process Payments And Access Next-Day Funding
- **Expense and billable time tracking** — Track Expenses And Billable Hours
- **Inventory management** — Track Inventory And Fulfillment
- **Setup and transparent billing** — Start With Free Setup And Clear Billing

### [Bookkeeper360 Software and App](https://bookkeeper360.com/app/)
*Platform*
Gain real-time financial visibility, actionable insights, and direct access to your accounting team across web and mobile.
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.

- **Live financial dashboards** — View Financial Performance In Real Time
- **AI-powered financial insights** — Surface Trends And Financial Alerts
- **Business performance reporting** — Track Performance Against Goals
- **Cash flow and runway tracking** — Monitor Cash Flow And Runway
- **In-app team messaging** — Connect With Your Accounting Team
- **Accounting platform integrations** — Connect Your Existing Accounting Platform
- **Payroll analytics** — Analyze Payroll And Workforce Costs
- **Mobile app access** — Access Financial Insights On The Go

## Market Segments

- **Outsourced accounting and bookkeeping** (market size $12.7B, CAGR 9.37%): 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
- **Outsourced CFO and financial advisory** (market size $12.0B, CAGR 8.2%): 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
- **Tax preparation and planning** (market size $35.5B, CAGR 5.9%): 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
- **Payroll processing and outsourcing** (market size $70.5B, CAGR 3.1%): 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
- **HR outsourcing and administration** (market size $58.7B, CAGR 8.4%): Modular and full-service HR outsourcing offerings that deliver HR administration, expert consultation, account management, and selective function outsourcing.
  - Products: HR services

## Sources

- [Bookkeeper360](https://bookkeeper360.com)
- [Bookkeeping](https://bookkeeper360.com/services/bookkeeping/)
- [Tax services](https://bookkeeper360.com/services/tax/)
- [Payroll services](https://bookkeeper360.com/services/payroll/)
- [HR services](https://bookkeeper360.com/services/hr-solutions/)
- [Fractional CFO services](https://bookkeeper360.com/services/fractional-cfo/)
- [Bill Pay & Invoicing](https://bookkeeper360.com/services/bill-pay-and-invoicing/)
- [Bookkeeper360 Software and App](https://bookkeeper360.com/app/)
- [Global Bookkeeping Services Market was recorded at US$ 12.68 Billion in 2026 and is projected to expand to US$ 28.39 Billion by 2035, registering a CAGR of 9.37%](https://www.econmarketresearch.com/industry-report/bookkeeping-services-market)
- [Global Financial Advisory Services Market size was valued at USD 92.52 Billion in 2024](https://www.skyquestt.com/report/financial-advisory-services-market)
- [As of 2023, the global financial consulting market is valued at approximately USD 250 billion](https://www.linkedin.com/pulse/comprehensive-analysis-global-financial-consulting-pam8f)
- [Tax Preparation Services Market size was valued at US$ 35.5 billion in 2025 and is expected to reach US$ 53.0 billion by 2032, growing at a significant CAGR of 5.9%.](https://www.precisionbusinessinsights.com/market-reports/tax-preparation-services-market)
- [The tax preparation services market has shown strong growth recently and is projected to increase from $34.9 billion in 2025 to $36.92 billion in 2026, representing a compound annual growth rate (CAGR) of 5.8%.](https://www.einpresswire.com/article/897500917/the-tax-preparation-services-market-is-projected-to-grow-to-usd-49-73-billion-by-2030-expanding-at-a-cagr-of-7-7)
- [The Payroll Services Market is valued at USD 70.5 billion in 2025 and is projected to grow at a CAGR of 3.1% to reach USD 93.1 billion by 2034.](https://www.researchandmarkets.com/reports/6186291/payroll-services-market-outlook-market-share?srsltid=AYCX9vLFXVQvZAZPici4F0oPYzPYQ6_VhxmkNm6guhAyIn25tmtbLnR0)
- [The size of the global payroll outsourcing market was valued at USD 8.9 billion in 2022.](https://www.lano.io/blog/global-payroll-market-trends-dynamics-and-more)
- [The market value is expected to rise from $58.69 billion in 2025 to $88.25 billion by 2030 with a CAGR of 8.4%.](https://natlawreview.com/press-releases/hr-outsourcing-consultancy-services-market-reach-8824-billion-2030-reports)