Included in the tax services is tax advisory, where you can consult your dedicated tax advisor for tax-related matters. The last service that Bookkeeper360 offers is technical assistance. Bookkeeper360 is working on its own application, 360app, that will allow you to manage all of your Bookkeeper360 services, from accounting to financial planning, in one place. This app has not yet launched, but according to the Bookkeeper360 website, will be included in all packages. The three CFO Advisory plans are called “Advisory,” “Coaching” and “Inventory.” The Advisory plan includes services such as KPI reporting, profitability improvements and basic operational processes. The Coaching plan is more in-depth, not only providing assistance with overall systems and operations but also strategic planning and executive coaching.

You don’t have time to clean up messy books or deal with the IRS notices that result from inaccurate tax filings. Bookkeeper360 is included in 1 Expert Collection, including Fintech.

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He spends most of his time researching and studying to give the best answer to everyone. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content. To get a job at Bookkeeper360, browse currently open positions and apply for a job near you. Once you get a positive response, make sure to find out about the interview process at Bookkeeper360 and prepare for tough questions.

That includes determining the frequency of the service and deciding whether you require services in addition to bookkeeping, such as payroll and HR or tax filing. Then, you’ll connect Bookkeeper360 to your accounting system—either QuickBooks or Xero—and work online collaboratively with your bookkeeper to manage your finances. Aside from bookkeeping services, Bookkeeper360 offers a web-based app that summarizes your data from QuickBooks or Xero and transforms it into visually-appealing charts and graphs. At $19 per month, you can keep track of your business performance directly from the app after integrating it with your QuickBooks Online or Xero account. If you get any plan from Bookkeeper360, the app is included in the package. Bench offers its services in five plans, designed to accommodate businesses of different sizes based on their monthly expenses.

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As a business owner, you can use this chart to analyze revenue not just as a whole but in different components. The interactive charts in bookkeeper360 show a blue and gray line. The blue line represents current year data, while the gray line represents previous year’s data. You can use this year-over-year comparison to spot seasonality in revenues and expenses. You can also immediately abnormal fluctuations in numbers and investigate the reason for these fluctuations further. Glassdoor gives you an inside look at what it’s like to work at Bookkeeper360, including salaries, reviews, office photos, and more. All content is posted anonymously by employees working at Bookkeeper360.

Eric Gerard Ruiz is an accounting and bookkeeping expert for Fit Small Business. He completed a Bachelor of Science degree in Accountancy at Silliman University in Dumaguete City, Philippines. Before joining FSB, Eric has worked as a freelance content writer with various digital marketing agencies in Australia, the United States, and the Philippines. Eric is a staff writer at Fit Small Business and CPA focusing on accounting content.

Bookkeeping Services

Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets. Needs to review the security of your connection before proceeding. It can update your books even if they’re way behind, but you have to tell your dedicated bookkeeper during the first meeting so that they know where to start. You can also reach out to your dedicated adviser through the Tasks section, which eliminates the need to email your bookkeeper if you have questions. Instead, you can create a task for your bookkeeper, set a due date, and wait for them to get back to you. This feature is comfortable because the communication happens within the Bookkeeper360 interface. Fit Small Business content and reviews are editorially independent.

Bookkeeper360 currently has integrations with Xero, Quickbooks Online, and Gusto Payroll. The company plans to expand its existing integrations to additional marketplaces and operational platforms and integrate capital and lending products for Bookkeeper360’s hyper-growth customer base. Bookkeeper360 aims to be the single go-to platform for all small business needs. Bookkeeper360 allows the accrual basis of accounting with its bookkeeping service. If you’re using the cash basis, Bookkeeping360 will handle the accruals and deferrals for you.

Additionally, https://www.bookstime.com/ offers custom app integrations based on specific project and business needs. With the first plan, called the “Support” plan, you continue to manage your own bookkeeping with some assistance from the Bookkeeper360 advisors. We believe everyone should be able to make financial decisions with confidence. The direct cost column chart above is another chart that you’ll find very useful in costing. What we like about this chart is that you can see the cost behavior of different cost drivers in the business.

Bookkeeper360 delivers personalized bookkeeping, tax, and advisory solutions to help you save time and grow your business. Our 100% US-Based team of experienced accounting professionals utilizes technology to save you time so you can focus on what matters most. Bookkeeper360, a New York-based provider of a fintech accounting solution for small businesses, raised $3.5M in Seed funding.