BooXkeeping

Get reconciled books and clear financial reports on a dependable schedule, bring overdue records up to date, and manage invoicing and approved bills while freeing time to run your business.

Keep franchise books consistent, meet royalty-reporting deadlines, and compare performance across locations and the full portfolio.

Offer clients branded bookkeeping while retaining client relationships and expanding delivery capacity without hiring.

Find financial reports and business documents in one organized place, access them across devices, and review document history when needed.

Access QuickBooks, setup, migration, integrations, and cleanup support with partner-tier subscription discounts.

Keep Xero books organized and current with certified bookkeeping, supported migrations, connected apps, and multi-currency accounting.

Small business bookkeeping

Outsourced bookkeeping for small and midsize businesses. A dedicated bookkeeper records and categorizes transactions, reconciles accounts, and works with a reviewer to close the books on a planned schedule. Clients receive monthly financial reports with a plain-English recap, payroll recorded in their books, and year-end records prepared for their tax professional. Separately scoped catch-up and cleanup work can rebuild historical records, reconcile accounts, and prepare monthly statements and a tax-professional handoff. Optional customer invoicing and vendor bill payment are handled inside the client's accounting platform according to client approval rules; BooXkeeping does not initiate transactions or move money.

Category: Bookkeeping Services

• Match Every Account To Statements
  Check account balances against bank and card statements to keep current and historical records reconciled and ready for review.
• Organize Every Business Transaction
  Keep monthly and historical transactions categorized and organized for review and reporting.
• Get Books Reviewed By A Team
  A named bookkeeper and reviewer check the books, including each reconciled month of catch-up work, before delivery.
• Receive Books On A Planned Date
  Get reconciled and reviewed books on a scheduled monthly delivery date.
• Understand Your Monthly Financials
  Review monthly financial statements and a plain-English recap to understand business results and cash position. Catch-up work provides statements for each month reconstructed.
• Prepare Books For Tax Handoff
  Provide organized, reconciled records and statements for the tax professional to use, with direct coordination available. Tax filing is not included.
• Bring Past Books Current
  Rebuild unrecorded or unreconciled records in chronological order, with an agreed scope, price, and timeline before work starts. The work can include payroll and loan entries, vendor totals for 1099 reporting, and deadline-focused priorities.
• Plan Catch-Up Work In Advance
  Understand the catch-up project's scope, price, and expected timeline before work begins.
• Record Payroll In Your Books
  Include wages and taxes in current or reconstructed bookkeeping records and reports without changing payroll providers.
• Keep Financial Documents Organized
  Keep financial documents and reports together in BooXVault, accessible from any device and available to share.
• Connect Your Existing Business Tools
  Keep existing accounting tools while connecting data from point-of-sale, payroll, payment, commerce, and expense systems. Supported accounting platforms include QuickBooks Online, Xero, CustomBooks, NetSuite, and Sage.
• Process Approved Invoices And Bills
  Handle customer invoicing and process approved vendor bills in the accounting platform while the client retains control of approvals and payments.
• Plan Around A Flat Monthly Price
  Know the stated monthly plan price based on transaction volume, with catch-up work quoted separately.
• Share Limited Account Access
  Provide view-and-download access instead of passwords, and receive guidance on requesting any missing statements.

Bookkeeping for franchises

Outsourced bookkeeping for franchisees and franchisors, with books closed for each location and reports aligned to franchisor requirements. The service provides a brand-standard chart of accounts, royalty-ready reporting, per-unit and consolidated views, and support for POS and payroll data feeds. It also offers unit benchmarking and direct coordination with franchisors for audits, reporting requests, and brand-standard changes. Bookkeeping processes and teams scale as franchisees add locations.

Category: Bookkeeping Services

• Meet Royalty Reporting Deadlines
  Receive royalty-ready reports in the required format before the franchisor's deadline each month.
• View Each Unit And The Portfolio
  Review each location's books separately and see the combined portfolio in one consolidated packet.
• Compare Consistent Location Results
  Use a shared chart of accounts across units to make location comparisons consistent and meaningful.
• Receive Books On A Planned Schedule
  Get reconciled books and financial reporting on a scheduled delivery date each month.
• Feed Sales And Payroll Into The Ledger
  Connect supported POS and payroll systems so daily sales and payroll data flow into the ledger without manual re-entry.
• Compare Key Metrics Across Locations
  Review prime cost, labor percentage, and margin across locations to identify differences in unit performance.
• Coordinate Directly With Franchisors
  Have reporting requests, audits, and brand-standard changes handled directly with the franchisor.
• Add Units With The Same Process
  Expand the bookkeeping setup as locations are added while keeping the same team and process.
• Standardize Bookkeeping Across The Network
  Support a consistent bookkeeping standard across franchisees, with preferred pricing and royalty data aligned across the network.

White-label bookkeeping

A behind-the-scenes bookkeeping service for CPA and accounting firms, business consultants, agencies, platforms, and bookkeeping providers. BooXkeeping’s team works under the partner’s brand, using the partner’s report formats and logo, while the partner retains the client relationship. Each set of books receives a second review, and clients can reach the team through a branded phone extension and email. The service works with accounting platforms partners already use, and capacity can grow without hiring additional bookkeeping staff.

Category: Bookkeeping Services

• Keep Your Client Relationships
  Retain the client relationship and advisory work while the bookkeeping team handles delivery behind the scenes.
• Deliver Reports Under Your Brand
  Present reports in your formats and with your logo, providing bookkeeping to clients under your own name.
• Add A Dedicated Bookkeeping Team
  Provide clients with a team that knows their needs and works under your name, with customer service available to support your team.
• Serve More Clients Without Hiring
  Expand bookkeeping capacity without adding in-house staff, bringing clients over in stages or all at once.
• Review Every Set Of Books
  Add a second review to each set of books before the work reaches the partner or client.
• Keep Client Communications On-Brand
  Give clients a branded phone extension and email so they can reach the team using the contact details they already have.
• Keep Your Existing Accounting Tools
  Work with accounting platforms already in use, including QuickBooks Online, Xero, CustomBooks, NetSuite, and Sage.
• Offer Bookkeeping At Wholesale Rates
  Access wholesale rates for the bookkeeping service. BooXkeeping reports typical partner margins of 40–60%.
• Access QuickBooks Partner Benefits
  Receive ongoing QuickBooks discounts, free setup, free chart of accounts upload, and free Tier 1 support.
• Customize Plans For Client Needs
  Build a customized service plan around the bookkeeping needs of your clients.

BooXVault

BooXVault is BooXkeeping’s client portal for storing and accessing financial reports and business documents in one organized place. It keeps monthly reports, year-end documents, bank and card statements, and other business documents together, with a consistent filing structure and full document history. Clients can access their files from a desktop, laptop, or phone. The portal also brings tax documents, e-signatures, and secure sharing together for BooXkeeping clients.

• Keep Documents Together
  Find key financial and business documents in one place, organized into folders such as Financial Reports, Year-End, Bank & Card Statements, and Business Documents.
• Find Monthly Financial Reports
  Find monthly financial statements, including profit and loss, balance sheet, and cash flow reports, in the portal.
• Access Files From Any Device
  Access reports from a desktop, laptop, or phone, making documents available across devices.
• Review Your Full Document History
  Access document history alongside current reports, including prior monthly financial statements and year-end documents.
• Complete Documents Electronically
  Use e-signatures as part of the document services available to BooXkeeping clients.
• Share Documents Securely
  Use the portal’s secure sharing capability to share documents.

QuickBooks Partner Solutions

BooXkeeping's QuickBooks Partner Solutions combine bookkeeping and QuickBooks support. Clients can access QuickBooks Online and QuickBooks Payroll through BooXkeeping, with partner-tier subscription discounts, setup assistance, data migrations, ecosystem connections, and cleanup for existing QuickBooks files.

• Access QuickBooks Products
  Get QuickBooks Online and QuickBooks Payroll through BooXkeeping.
• Reduce Subscription Costs
  Receive partner-tier discounts on QuickBooks subscriptions, passed through to your bill.
• Configure QuickBooks Correctly
  Get your chart of accounts, bank feeds, rules, and apps configured to industry standards from the start.
• Move Historical Data
  Transition from spreadsheets, QuickBooks Desktop, or another platform while preserving bookkeeping history.
• Connect Business Tools
  Connect tools including Gusto, Bill.com, Expensify, Shopify, and Toast to QuickBooks using supported integrations.
• Clean Up QuickBooks Files
  Get help resolving issues in an existing or inherited QuickBooks file.

Xero Partner Solutions

BooXkeeping provides Xero bookkeeping and support as a Xero Accounting Solutions Partner. Xero-certified bookkeepers work in the platform daily, maintaining bank feeds, rules and reconciliations weekly. The service also includes connections to tools in the Xero ecosystem, migrations to Xero, multi-currency accounting, and platform recommendations informed by certification in both Xero and QuickBooks.

Category: Bookkeeping Services

• Keep Xero Books Organized
  Certified bookkeepers work in Xero daily to maintain organized client books and clear reporting.
• Keep Feeds And Reconciliations Current
  Weekly maintenance of feeds, rules and reconciliations helps keep records current and prevents work from silently accumulating.
• Move History To Xero
  Move records from QuickBooks or spreadsheets to Xero while keeping both months clean during the transition.
• Connect Tools To Xero
  Connect tools such as Hubdoc, Gusto, Stripe and Shopify to the Xero ecosystem.
• Handle Multi-currency Activity
  Manage foreign currency gains, losses and revaluations in Xero for businesses selling across borders.
• Choose A Platform For Your Business
  Receive platform advice informed by BooXkeeping's certification in both Xero and QuickBooks, with recommendations based on the business rather than commission.