Basis 365 Accounting
Fractional, outsourced accounting & bookkeeping for forward-thinking businesses.
📍 Works with clients across the U.S.
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5.0
Average rating
1
Client Review
$850 - $15,000
Monthly Fixed Fee
$0
Minimum Annual Income
$1M
Minimum Annual Revenue
What Our Clients Say
5.0
1 Client Review
Kirk Vandersall
October 24, 2025
Current client since 2025
5.0
Reason for working with Basis 365 Accounting
Fair cost, distributed team, thoughtful work breakdown strategy, understood our business, fit with how we operate.
Experience working with Basis 365 Accounting
Excellent, and exactly what we were looking for. The entire team is personable, efficient, and direct. Basis 365 helped us solve a cluster of previously challenging coding and bookkeeping issues, implemented practice-based tagging and reporting for the first time, identified and solved problems that would have been audit challenges, and in short order put us on a path to close on an accrual basis monthly. Likely we will offset most of their fee through error reduction and audit prep time savings.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$1,000,000
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Cash Flow Management
✔ Payroll Services
✔ Advisory Services
✔ Bookkeeping
✔ Fractional CFO Services
Our Ideal Client Profile
✅ Businesses that want a proactive fractional accounting team built to scale. Hire us once and grow with confidence. ✅ Professional services, agencies, consultants, and software or tech-based companies.
✅ 7-figure businesses looking for a robust yet cost-effective accounting solution.
✅ Leaders that use accounting to drive the business forward, not just report on the past.
✅ 7-figure businesses looking for a robust yet cost-effective accounting solution.
✅ Leaders that use accounting to drive the business forward, not just report on the past.
We're Probably Not A Good Fit If
✗ The focus is solely low-cost bookkeeping for tax returns.
✗ Prefer minimal communication or legacy software.
Behind The Scenes At Basis 365 Accounting
Overview
Learn more about who we are and how we help small businesses.
Brochure
Our one-page flyer about what we do and how we do it.
When to Outsourced Your Accounting
Talk to Us
What it's like when you reach out for a chat.
Onboarding
What our onboarding process is like and how it helps make the transition as...
Transparent Pricing
Bookkeeper Plan
$850 - $15,000 Monthly Fixed Fee
Monthly bookkeeping. Basic books for year-end.
Accountant Plan
$1,500 - $15,000 Monthly Fixed Fee
Streamlined, cloud-based accounting department.
Controller Plan
$2,500 - $15,000 Monthly Fixed Fee
Budget tracking to achieve your goals.
CFO Plan
$3,500 - $15,000 Monthly Fixed Fee
Performance metrics with actionable insights.
Basis 365 Accounting's Tech Stack
About Basis 365 Accounting
Basis 365 Accounting delivers more than just "the books". We provide a fractional, outsourced accounting department designed to help forward-thinking businesses scale with confidence. We’ve supported agencies, consultancies, and technology companies by combining best-in-class cloud systems with our proven P-R-O-F-I-T approach.
Our approach focuses on six pillars: Performance, Relationships, Optimization, Fractional, Integrated, and Timely. We’re performance-focused, using KPIs, financial reports, and cash flow insights to uncover opportunities and accelerate growth. With a fractional team of four, we bring CFO-level strategy, controller oversight, and daily accounting execution without the overhead of a full-time department.
We specialize in making businesses more profitable and resilient by streamlining processes, speeding up cash collection, and managing costs effectively. Whether you’re a funded startup or a growing company up to $20M in revenue, our team integrates seamlessly with yours, ensuring you get accurate financials on time, every time.
Helping people build strong businesses® since 2012.
Our approach focuses on six pillars: Performance, Relationships, Optimization, Fractional, Integrated, and Timely. We’re performance-focused, using KPIs, financial reports, and cash flow insights to uncover opportunities and accelerate growth. With a fractional team of four, we bring CFO-level strategy, controller oversight, and daily accounting execution without the overhead of a full-time department.
We specialize in making businesses more profitable and resilient by streamlining processes, speeding up cash collection, and managing costs effectively. Whether you’re a funded startup or a growing company up to $20M in revenue, our team integrates seamlessly with yours, ensuring you get accurate financials on time, every time.
Helping people build strong businesses® since 2012.
Let's Chat
Talk to an accountant, not a sales person. See if we can help.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
