bookkeeper360 review

Its mobile app integrates with your Xero account to provide business insights, and there are also payroll, human resources (HR), taxes, back office, and CFO advisory services available. While Bookkeeper360 is our best recommendation for Xero users, it also works well for QuickBooks Online users dissatisfied with the limited services of QuickBooks Live. If your business needs additional services, such as tax filing, payroll management, or budget preparation, Bookkeeper.com will create a customized quote based on the size and needs of your business.

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. Although Bookkeeper360 does list starting costs for all of its services online, its pricing is largely quote-based — which is something you’ll bookkeeping 360 want to keep in mind as you look at different online bookkeeping services. Meetings with your QuickBooks Live bookkeeper are conducted via one-way video chat, and if you need to share documents, you can use the screen share feature. There’s no set amount of time per month that you can meet with your bookkeeper, but you can only schedule one appointment at a time.

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With QuickBooks Live, you can meet with your bookkeeper via one-way video chat, so you can see them but they can’t see you. Whether you are a new user or have an established account, QuickBooks Live will assist you with cleanup and setup and provide monthly reports as well, with the ability to discuss the reports if you have questions. Do you want to learn more about the top-recommended accounting platforms for small businesses?

bookkeeper360 review

The only complaint we found was that it is more expensive than its competitors. For tax and accounting, Bench also scored high, although it doesn’t offer the ability to file sales tax returns, so we recommend Bookkeeper.com for that feature. If you need help with the platform, working with a Wave Advisor is the easiest way to do so because it offers a team of dedicated bookkeeping professionals to help businesses manage their finances. However, it suffered in the personal bookkeeper category because it doesn’t offer video meetings or provide a phone number to call for support, although you can schedule a telephone meeting through the Bench platform. If access to video meetings and a phone number to call for support is important to you, we suggest Bookkeeper360.

Bookkeeper.com Review: Features, Pricing & Alternatives

Bookkeeper360 offers fractional CFO services that can be customized to the needs of your business—whether that’s on an ongoing basis or for a one-time project. Your dedicated CFO will assist with cash flow optimization, growth strategy, profitability analysis, key performance indicators (KPIs), and pricing and cost analysis. Bookeeper360’s advisors can also help with raising capital, producing financial forecasts, capital deployment strategies, and corporate governance. For additional features, these were elements that fell into the “nice-to-have” category that not all software providers offered, either as part of their regular plan or as a paid add-on. Since the software works best when integrated with QuickBooks and Xero, we evaluated user scores from the app stores of each accounting software. Users praised its quality of service and responsiveness and how easily it integrates with QuickBooks Online and Xero.

After you sign up with Bookkeeper.com, you’ll maintain access to your QuickBooks account so that you can monitor the activities performed on your behalf. During the onboarding process, your bookkeeper will ensure that your bank accounts are connected to QuickBooks so that they can download your statements and classify them in QuickBooks. Bookkeeper360 integrates with QuickBooks Online and Xero through the Bookkeeper360 app. While referred to as an “app,” it’s a desktop app, not a mobile app, which is included in all Bookkeeper360 plans or can be purchased separately for $19 a month. After establishing a connection between the Bookkeeper360 app and your QuickBooks or Xero account, you can view your financial information in a very user-friendly format that’s easy to analyze.

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Bookkeeper360 offers HR support for small businesses through a tool called HRS360. With this app, you’ll have access to a forms library, salary benchmarking tools and HR professionals. HRS360 also provides assistance with federal and state compliance, training videos, employee on-boarding forms and job descriptions.

bookkeeper360 review

We gave the win to Bookkeeper360 because while QuickBooks Live’s services are monthly, Bookkeeper360 offers plans with varied levels of support that range from as-needed to weekly and monthly. The prices for both QuickBooks Live and Bookkeeper360 depend on the number of monthly expenses, but Bookkeeper360 also charges differently for cash and accrual accounting methods. Bookkeeper360 is a B2B SaaS product that provides personalized bookkeeping, tax, and advisory solutions for small businesses.

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