Bookkeeper360 App Xero Integration Reviews & Features Xero App Store US

You can also use the Bookkeeper360 App without bookkeeping services for $19 per month. Our Bookkeeper360 review provides more information about the available services. With the Weekly plan, you’ll receive a dedicated accountant who will perform your bookkeeping on a weekly basis. This plan will also include cash and accrual basis accounting and reporting, as well as invoice and expense management, technology consulting, monthly financial reviews and weekly catchup calls. Unlike Bookkeeper360, however, Bookkeeper.com only works with businesses that use QuickBooks. With Bookkeeper.com, you can choose from two pricing plans, based on the number of transactions you make per month.

Take note that not all third-party integrations offer special discounts and offers. Bookkeeping.com is a great Bookkeeper360 alternative if you already use QuickBooks and prefer pricing based on transactions. Bookkeeper360 reviews highlight the ease of use of its services as well as the helpfulness and knowledge of its team. Reviewers also generally state how using its services has benefited their business. Bookkeeper360 has an A+ rating from the Better Business Bureau and no listed customer complaints.

Bookkeeper360 Personal Bookkeeper

For technology integration and assistance, the Bookkeeper360 website states that once available, the 360app will be included in all service packages. Other custom integrations are priced per project, and you have to work with the Bookkeeper360 team directly to determine this cost. Bookkeeper360 offers tax services that include individual or business preparation and filings, sales and local 1099s reporting, as well as overall tax planning and compliance. Trends show you business revenues, direct costs, and operating expenses along its composition. This section of Bookkeeper360 can provide you with insights regarding composition of revenues and cost behavior.

You can also immediately abnormal fluctuations in numbers and investigate the reason for these fluctuations further. Bookkeeper360 assigns United States-based bookkeepers—who are employees, not contractors or freelancers—to keep your books up to date. If you need help, you can contact them via phone or live chat and set up unlimited meetings. They will also grant you access to their screen so that you can view your books.

Bookkeeper360’s Product Videos

The Coaching plan is more in-depth, not only providing assistance with overall systems and operations but also strategic planning and executive coaching. Finally, the Inventory plan is designed on a project basis and can accommodate inventory Bookkeeper360 management, workflow planning, inventory projections and reorder points. IOOGO offers a web and mobile application that facilitates the process of filing taxes. It provides users with quick and easy-to-use solutions regarding financial tasks.

She holds a Bachelor’s degree from UCLA and has served on the Board of the National Association of Women Business Owners. She also regularly writes about travel, food, and books for various lifestyle publications. It can update your books even if they’re way behind, but you have to tell your dedicated bookkeeper during the first meeting so that they know where to start.

Bookkeeper360’s Products & Differentiators

Bookkeeper360 offers its online bookkeeping services in three different pricing plans, based on the frequency of assistance you need. However, you can also work with the Bookkeeper360 team to build a custom package. Bookkeeper360’s service does not require a contract, and you can cancel at any time. For cash-basis accounting, pricing starts at $399 per month for companies with up to $20,000 in monthly expenses. For accrual-basis accounting, prices start at $549 per month for companies with up to $20,000 in monthly expenses.

It allows business owners to create business and financial plans, conduct cost and margin analysis, generate income statements, and calculate sales taxes. Bench offers its services in five plans, designed to accommodate businesses of different sizes based on their monthly expenses. Regardless of your plan, Bench connects you with a dedicated bookkeeper with whom you work to set up all of your information and accounts on the Bench platform. Bookkeeper360 can work with a variety of payroll solutions, including top providers like Gusto and ADP. It also gives you the option to integrate Xero with these different solutions to sync your payroll data.

Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets. It’s easy and free to get started with the Bookkeeper360 app – start syncing your data immediately by siging up for a 14-day free trial. Bookkeeping is the core service that Bookkeeper360 offers and is available by signing up for a consultation with its U.S.-based team. Danielle Bauter is a writer for the Accounting division of Fit Small Business. She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years.

Breadth of services

Moreover, just like Bookkeeper360, Bookkeeper.com offers additional services for payroll, tax planning and management, as well as general financial planning. Bookkeeper360 offers tax services that include individual or business income tax filings, local tax filings, 1099 reporting, and overall tax planning and compliance. Included in the tax services is tax advisory, where you can consult your dedicated tax advisor for tax-related matters. Bookkeeper360 allows the accrual basis of accounting with its bookkeeping service. If you’re using the cash basis, Bookkeeping360 will handle the accruals and deferrals for you.

• Bookkeeper360 offers tax services that include individual or business preparation and filings, sales and local 1099s reporting, as well as overall tax planning and compliance.
• The three subscription plans for core bookkeeping services are listed below.
• If you can look at a provider’s website and know exactly what to expect in terms of both pricing and service, it’s much easier to compare providers against one another.
• Then, you’ll connect Bookkeeper360 to your accounting system—either QuickBooks or Xero—and work online collaboratively with your bookkeeper to manage your finances.

Aside from tax, the Bookkeeper360 team will work with you to analyze your financials and determine a strategy to manage and grow your business through the CFO advisory program. This separate service includes capital management and business coaching. With a CFO, you can optimize your business, minimize costs, and maximize profits through effective planning, organizing, and monitoring. If you’re using Xero or QuickBooks, both the desktop and mobile apps will connect to your account and provide information like scorecards and metrics. Using the app, you can keep track of business performance by looking at dashboards and auto-generated reports. You can view profit and loss details, revenues, direct costs, and net income.

Payroll

If you’re unsure whether Bookkeeper360 is the right assisted bookkeeping service for you, check out our guide on the best online bookkeeping services for more choices. From bookkeeping to payroll, to tax and CFO advisory, we provide a complete set of financial solutions for your business. The three CFO Advisory plans are called “Advisory,” “Coaching” and “Inventory.” The Advisory plan includes services such as KPI reporting, profitability improvements and basic operational processes.

Pilot provides bookkeeping, tax, and chief financial officer (CFO) services to startups and small businesses. It manages users’ financial recordkeeping, including invoicing, expense tracking, bank reconciliation, and more. It prepares users’ taxes and provides financial expertise and guidance to make informed business decisions. It offers solutions for startups, consumer goods and retail companies, and more.

Bookkeeper360 New Feature 2023

As a Xero Platinum partner, Bookkeeper360 provides seamless integration with Xero’s cloud-based accounting software. Collective offers financial solutions for self-employed business owners. It provides financial solutions such as bookkeeping, tax management, accounting, payroll management, and more. If you’re looking for a Bookkeeper360 alternative that is focused on bookkeeping, you might consider Bench. With Bench, you not only receive online bookkeeping services but access to its proprietary bookkeeping software as well.

It shows that revenue sometimes increases, decreases, peaks, or plummets. This revenue source is not present in all months while merchandise licensing is consistent in almost all months. As a business owner, you can use this chart to analyze revenue not just as a whole but in different components. You can also reach out to your dedicated adviser through the Tasks section, which eliminates the need to email your bookkeeper if you have questions. You can create a task for your bookkeeper, set a due date, and wait for them to get back to you. This feature is available because the communication happens within the Bookkeeper360 interface.

Bookkeeper360 provides a sliding scale tool on its website for this cost. If you have more than 30 employees, you have to contact them directly to determine the cost of its payroll services. Bookkeeper360 is working on its own application, 360app, that will allow you to manage all of your Bookkeeper360 services, from accounting to financial planning, in one place. This app has not yet launched, but according to the Bookkeeper360 website, will be included in all packages. The specific bookkeeping features you receive with Bookkeeper360’s service will depend on the plan you develop. You have the option to create a custom solution; however, you can also choose one of the three pre-designed packages Bookkeeper360 offers.