Advanced Bookkeeping · Built to Scale
Outsourced Bookkeeping Services for Growing Businesses
Your books shouldn't just tell you what happened, they will show you what to do next. Basis 365 delivers advanced, accrual-based bookkeeping that gives you the financial clarity to grow with confidence.
There's Bookkeeping. And Then There's Advanced Bookkeeping.
Most small businesses settle for cash-basis books, transactions coded, receipts logged, tax return ready. That's fine when you're getting started. But a maturing business needs more.
Advanced bookkeeping means accrual accounting, proper month-end close, and a team that understands what your numbers actually mean. In larger companies, they hire AP clerks, AR specialists, and accounting coordinators. That's the level of function we bring to your business.
If you're between $500K and $5M in revenue and your books feel like a chore rather than a business tool, you're exactly who we built this for.
Basic Bookkeeping
Advanced Bookkeeping
Sound Familiar?
Our bookkeeping clients come from all different starting points. Here's who we help most.
You're doing the books yourself
You started it, you've maintained it, but it's taking hours every week and you're not confident in the numbers. Time to hand it off to a team that does this all day.
You have a part-time bookkeeper
They do the basics but can't answer the harder questions. Your business has grown past what one person can handle, especially someone working 10 hours a week.
You're growing and need to scale
Revenue is climbing but your accounting function hasn't kept pace. You need month-end close, better reporting, and a system that doesn't break every quarter.
You're a startup that wants to get it right from day one
Skip the cash-basis shortcut. Accrual accounting, clean books, and investor-ready financials from the start means you never have to rebuild your foundation later.
What Advanced Bookkeeping Includes
The foundation every growing business needs, done right, done consistently, every month.
Day-to-Day Accounting
- ✓Daily transaction processing and coding
- ✓Bank and credit card reconciliations
- ✓Accounts payable management
- ✓Accounts receivable management
- ✓Expense tracking and categorization
- ✓Payroll coordination
- ✓Bill payment support
- ✓Vendor management
Monthly Close and Core Reporting
- ✓Accrual-based bookkeeping
- ✓Month-end close procedures
- ✓Balance sheet preparation
- ✓Profit and loss statement
- ✓Cash flow statement
- ✓Catch-up bookkeeping
- ✓Sales tax support
- ✓Tax prep coordination
Systems and Software
- ✓Accounting system design and setup
- ✓QuickBooks Online and Xero implementation
- ✓Software stack integration (BILL, Gusto, Ramp, and more)
- ✓Workflow automation setup
- ✓Chart of accounts optimization
Expertise and Qualifications
- ✓Accounting degree-level knowledge, not just data entry
- ✓Working knowledge of GAAP principles
- ✓Ability to interpret what your numbers mean, not just record them
- ✓Experience across industries and business models
- ✓A team behind every client, not a single generalist
- ✓Backed by a controller and accounting manager for complex questions
Your Books Are the Foundation of Everything That Comes Next
Get this right, and every other financial decision gets easier. Get it wrong, and you're building on sand.
From "What Happened" to "What Matters Next"
Basic bookkeeping tells you what happened last month. Advanced bookkeeping gives you numbers you can act on: cash position, margin trends, and early warning signs before they become problems.
Accrual Accounting Changes Everything
Cash-basis books hide the real picture. Accrual accounting shows you true revenue, real expenses, and accurate profit. These are the numbers a growing business needs to make good decisions.
Process Maturity Equals Scale Readiness
Consistent month-end close, clean chart of accounts, integrated software. These aren't just nice to have. They're the infrastructure that lets you add headcount, take on investors, or bring on a Controller without starting over.
A Team Behind You, Not Just a Person
A single bookkeeper is a single point of failure. Our team model means your books are never held hostage by one person's availability, vacation, or resignation.
Technology That Works for You
We build your stack around Xero or QuickBooks Online and integrate your payroll, payments, and expenses so your books stay current, automated, and accurate without you touching them.
Fixed Pricing, No Surprises
We scope your business and set a fixed monthly price. No hourly billing, no surprise invoices. Just a predictable cost for a function that runs reliably every month.
Guided by Our P-R-O-F-I-T Approach™
Our bookkeeping isn't just data entry. It is the first layer of a methodology built to make your accounting function tactical, not just transactional. Built around Performance, Relationships, Optimization, Fractional, Integration, and Timely. It's how we turn your accounting function into a business asset.
Frequently Asked Questions
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Outsourced bookkeeping means hiring an external team to manage your business's accounting records, reconciliations, and financial reporting, rather than hiring an in-house employee. At Basis 365, we go beyond basic bookkeeping to provide accrual-based accounting, month-end close, and forward-looking financial insights.
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Basic bookkeeping typically means cash-basis transaction recording, coding expenses, reconciling accounts, and preparing records for tax filing. Advanced bookkeeping includes accrual accounting, management reporting, month-end close, KPI tracking, and a team that understands what your numbers mean for your business decisions.
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We offer fixed monthly pricing scoped to your specific business, volume, complexity, and software all factor in. Rather than publish a one-size-fits-all price, we scope each engagement so you pay for exactly what you need. Visit our Plans & Pricing page for starting points, or talk to us directly.
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We're experts in both Xero and QuickBooks Online (QBO). We also implement solutions like BILL, Gusto, Ramp, WorkflowMax, and other tools in your stack to automate and streamline your accounting workflows.
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A single bookkeeper is one person, one skill set, one availability, one potential resignation. Basis 365 gives you a dedicated team with depth across bookkeeping, accounting, and advisory. No single point of failure, broader expertise, and a structured process that scales with your business.
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If you're between $500K and $5M in revenue, spending too much time on your own books, or feeling like your current bookkeeper can't keep up with your growth, outsourced bookkeeping is worth a conversation. As your revenue grows past $1M, your needs may expand beyond bookkeeping alone. We'll tell you honestly where you are and what makes sense.
As Your Business Grows, So Does Your Accounting
Advanced Bookkeeping is where the foundation gets built. Here's what the journey looks like as your business scales.
Ready to Upgrade Your Bookkeeping?
Let's talk about your business. No obligation, no sales pressure. Just a real conversation about whether we're a fit.