Business Details
14 Years
experience
Trusted Outsourced Accounting Services for Scaling Businesses
We are a forward-thinking accounting firm established in 2012, specializing in outsourced accounting and bookkeeping solutions for growing businesses. Our team of experts leverages cloud-based technology and a proprietary P-R-O-F-I-T methodology to deliver performance-driven financial services. With a focus on scalability, we serve professional services firms, software companies, and tech startups, providing tailored solutions that include real-time reporting, cash flow management, and strategic financial insights.Our dedicated team approach ensures business continuity, while our fixed pricing model offers predictable costs without sacrificing quality. We prioritize client collaboration, industry-specific expertise, and automation to streamline financial operations for businesses ranging from $1M to $20M in revenue.
Services
Outsourced accounting
Bookkeeping
Financial reporting
Payroll processing
CFO services
Details
- Year established: 2012
Highlights and features
- We implement a proprietary P-R-O-F-I-T methodology for performance-driven financial management.
- Our team has served businesses since 2012 with industry-specific accounting expertise.
- Dedicated teams of four professionals ensure continuity and reliability.
- We provide tailored financial insights for software, tech, and professional services firms.
- Fixed monthly pricing eliminates unpredictable costs while scaling with your business.
What people say
Expert accounting
Proactive insights
Scalable solutions
Services
Outsourced accounting
Our outsourced accounting services provide businesses with a dedicated team handling daily financial operations. We manage transaction processing, accounts receivable/payable, and month-end closes using cloud platforms like Xero and QuickBooks. Clients receive timely financial statements and strategic guidance to improve cash flow and profitability.
Bookkeeping
We offer comprehensive bookkeeping solutions, including payroll processing, vendor payments, and customer invoicing. Our automated systems ensure accuracy while reducing manual work. Real-time dashboards track key metrics like cash flow and job profitability for professional services firms and tech companies.
Financial reporting
Our financial reporting services deliver customized KPIs and cash flow projections tailored to industry needs. Software companies receive SaaS metrics tracking MRR and LTV, while agencies gain insights into job profitability and resource planning to optimize operations.
Payroll processing
We handle payroll administration for growing businesses using platforms like Gusto and QuickBooks. Our services include tax filings, direct deposits, and compliance management. This ensures accurate, on-time payments while reducing administrative burdens for clients.
CFO services
Our CFO services provide budgeting, forecasting, and financial modeling support. We help businesses analyze growth opportunities, optimize capital structure, and prepare for investor due diligence. Clients gain actionable insights to drive long-term profitability and scalability.
Questions
What is outsourced accounting?
Outsourced accounting involves hiring an external team to manage financial operations like bookkeeping, payroll, and reporting instead of maintaining an in-house department.
What services are included?
We handle transaction processing, accounts receivable/payable, payroll, month-end close, management reporting, and budgeting tailored to your business needs.
Who is a good fit for Basis 365?
Growing companies with $1M-$20M revenue or 5-100 employees, particularly agencies, consultancies, and software/tech businesses seeking scalable financial solutions.
How much does it cost?
Our accountant plan starts at $1,500/month, with pricing scaling based on business size and complexity while maintaining predictable fixed costs.
What technology do you use?
We primarily use Xero and QuickBooks Online, integrated with tools like Gusto for payroll, Bill.com for AP, and Spotlight for financial forecasting.
How does business continuity work?
Each client has a dedicated team of four professionals ensuring uninterrupted service during absences, unlike relying on a single in-house accountant.
