5.0
Average rating
2
Client Reviews
$350 - $10,000
Monthly Fixed Fee
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
What Our Clients Say
5.0
2 Client Reviews
Sean Heilweil
May 23, 2024
5.0
Experience working with Bookkeeper360
I can't say enough good things about BK360. They consistently go above and beyond to ensure that all my questions and concerns are addressed promptly. No matter the day of the week or the hour of the day, BK360 is always available and responds immediately with helpful and thorough answers. Their services have been invaluable to me.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Rob Basso
May 23, 2024
5.0
Experience working with Bookkeeper360
I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Fractional CFO Services
✔ Payroll Services
✔ Tax Preparation
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Cash Flow Management
✔ Individual Tax Preparation
✔ Tax Planning & Strategy
✔ Sales Tax
✔ Business Formation
Our Ideal Client Profile
Who We Serve Tech / SaaS: Subscription revenue, deferred revenue, ARR/MRR, SaaS metrics (LTV/CAC, churn).
E-Commerce: Multi-channel (Shopify, Amazon), A2X, inventory/COGS, sales tax compliance.
Professional Services: Time & expense, WIP, project profitability, AR/AP workflows.
Real Estate: Entity structures, property-level P&L, capitalization, loan schedules.
Startups & Growth: Accrual-ready financials, board reporting, fundraising support.
E-Commerce: Multi-channel (Shopify, Amazon), A2X, inventory/COGS, sales tax compliance.
Professional Services: Time & expense, WIP, project profitability, AR/AP workflows.
Real Estate: Entity structures, property-level P&L, capitalization, loan schedules.
Startups & Growth: Accrual-ready financials, board reporting, fundraising support.
We're Probably Not A Good Fit If
✗ Governmental Agencies
✗ Netsuite, Intacct, Sage, Freshbooks
How We Work
1
Initial Discovery
30–45 min call to learn your model, stack, pain points, and goals; align on success metrics and next steps.
2
NDA & Access
Execute a mutual NDA and provide read-only access or exports (GL, payroll/AP/AR, e-comm, banks) so we can scope accurately.
3
Quoting & Scoping
Assess volumes, close gaps, and workflows; set cadence/SLAs; choose Flex/MRR/project; document assumptions and exclusions.
4
Proposal
Send a custom SOW with deliverables, pricing, timeline, and SLAs; confirm scope and go-live, then e-sign to kick off onboarding.
Behind The Scenes At Bookkeeper360
Bookkeeper360 Overview
Transparent Pricing
Bookkeeping Services
$350 - $10,000 Monthly Fixed Fee
From Flex hourly support to full-service bookkeeping & back-office services.
Tax Preparation & Planning
$1,000 - $25,000 Annual Fixed Fee
From tax preparation to proactive tax strategy.
Payroll Services
$250 - $2,500 Project-Based Fee
From one-time payroll state registration to payroll processing.
Fraction CFO Services
$1,000 - $15,000 Project-Based Fee
From budgeting, cash flow to models with drivers, we manage it all.
Bookkeeper360's Tech Stack
About Bookkeeper360
Since 2012, Bookkeeper360 has helped thousands of small businesses save time and costs by handling their finances. Our 100% US-based accounting team assists with full-service accounting, payroll, tax, advisory, and real-time dashboards and insights. We’ve been recognized by NerdWallet, Forbes, and Entrepreneur Magazine for our customer success stories.
Get the bookkeeping your business deserves
Take advantage of our exclusive Sam's List discounts, speak with our team to learn more.
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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Help Guides
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.
