Build a Bookkeeping Team
That Scales With You

Smarter Cash Flow Starts With Better Outsourced Bookkeeping

If your books are always late, or worse, wrong, it’s time for a partner who shows up and delivers. We’re not just bookkeepers. We’re your back-office foundation.


Not All Bookkeeping Services Are Created Equal

Compare your options side by side. From advisory depth to business continuity, Basis 365 gives you more expertise, more flexibility, and better long-term value.


More Than Bookkeeping. A Framework Built for Profit and Partnership

Basis 365’s exclusive P-R-O-F-I-T model turns your accounting function into a growth-ready system, blending people, process, and performance.

Performance

Relentless focus on strong cash flow, profit, an overall financial performance.

Relationships

Our team brings experience supporting growing businesses with the financial guidance they need to confidently scale.

Optimization

Refining processes and workflows to enhance quality while fostering a culture of learning and development.

Fractional

Scalable, team-based approach providing unsurpassed flexibility and continuity over hiring.

Integrated

Seamlessly combining cloud technology, automation, and strategy while blending in with your team.

Timely

Proactive, responsive, and on-time — committed to being a dependable partner.


Choose the Right Plan for Your Business

Scalable and customizable solutions for your business.

  • Weekly transaction processing
  • Cash-basis accounting
  • Quarter-end close
  • Financial report package
  • Meetings with management (semi-annually)
  • Limited video & email support
  • 10% off Xero or QuickBooks software subscriptions

Starting at
$1,000/month

Bookkeeper

basic books for year-end

Stronger Businesses Start With Smarter Bookkeeping Partnerships

EXPLORE YOUR OPTIONS
BASIS 365® ACCOUNTING

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We are an outsourced accounting & bookkeeping company. We are not a CPA firm.

CFO

performance metrics with actionable insights

  • Performance management dashboard
  • What-if analysis or scenario building
  • Meetings with management (monthly)
Starting at
 $3,500/month

Everything in Controller, plus:

Controller

budget tracking to achieve your goals

  • Short-term cashflow forecast (weekly)
  • Tactical performance recommendations
  • Financial commentary & variance analysis
  • Budget-to-actual reporting

Everything in Accountant, plus:

Starting at
 $2,500/month

Accountant

streamlined, cloud-based accounting department

  • Daily collaboration & transaction processing
  • Accrual accounting with management accounting focus
  • Month-end close procedures
  • Meetings with management (quarterly)
  • Software & procedural training for supported systems
  • 15% off Xero or QuickBooks software subscriptions
  • Common Add-ons to
    Any Plan
Starting at
 $1,500/month

Everything in Bookkeeper, plus:

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EXPLORE YOUR OPTIONS