Business Details
14 Years
experience
Trusted Outsourced Accounting Solutions
Basis 365 was founded in 2012 with a mission to transform how growing businesses approach financial operations. Our team of seasoned accounting professionals brings decades of combined experience in serving professional services firms and technology companies. We developed the proprietary P-R-O-F-I-T methodology to deliver performance-driven financial solutions that optimize cash flow, profitability, and operational efficiency. Our scalable team-based model provides clients with four dedicated accounting professionals, ensuring business continuity and eliminating single points of failure. We specialize in cloud-based accounting systems like Xero and QuickBooks, integrating advanced technology with strategic financial management.Our services are tailored to businesses ranging from $1M to $20M in revenue, focusing on agencies, consultancies, and SaaS platforms. We maintain strict compliance with industry standards while delivering personalized service through collaborative partnerships. Our fixed pricing model offers predictable costs without compromising quality or responsiveness. With nationwide service capabilities from our Irvine, California headquarters, we support clients through virtual operations using secure cloud platforms. Our commitment to client success is demonstrated through service and price guarantees that ensure satisfaction and transparency.
Services
Outsourced Accounting
Bookkeeping Services
Financial Reporting
Cash Flow Management
Payroll Processing
Business Advisory
Cloud Accounting
Month-End Close
Budgeting & Forecasting
Tax Preparation Support
Details
- Year established: 2012
Highlights and features
- We offer 13 years of specialized experience in accounting for professional services and tech companies
- Our proprietary P-R-O-F-I-T methodology optimizes financial performance through proven processes
- We provide a dedicated team of four accounting professionals for business continuity
- Our fixed pricing model guarantees predictable costs with no hidden fees
- We integrate cloud accounting technology with strategic financial management expertise
What people say
Reliable accounting team
Timely financial reporting
Industry expertise
Business continuity benefits
Proactive approach
Services
Outsourced Accounting
Our outsourced accounting services provide comprehensive financial management for growing businesses. We handle transaction processing, accounts receivable/payable, payroll, and month-end close procedures. Our team delivers timely financial statements, KPI tracking, and cash flow analysis to support strategic decision-making. This service is ideal for companies needing professional accounting support without hiring internal staff.
Bookkeeping Services
We offer complete bookkeeping solutions including daily transaction recording, bank reconciliations, and financial statement preparation. Our cloud-based systems ensure real-time visibility into your financial position. We implement automated processes to improve accuracy and efficiency while maintaining GAAP compliance. This service supports businesses needing reliable financial record-keeping and reporting.
Cash Flow Management
Our cash flow management service provides detailed analysis and forecasting to optimize liquidity. We track inflows and outflows, monitor receivables/payables, and develop strategies to improve working capital. The service includes customized reporting dashboards and proactive recommendations to enhance financial stability. This helps businesses maintain sufficient cash reserves for operations and growth.
Cloud Accounting
We implement cloud accounting solutions using platforms like Xero and QuickBooks Online. Our services include system setup, data migration, and integration with payment processors and expense management tools. We provide ongoing support for cloud-based financial operations and ensure secure, real-time access to financial data. This enables businesses to modernize their accounting processes and improve collaboration.
Business Advisory
Our business advisory services focus on improving financial performance through strategic analysis and planning. We provide guidance on profitability optimization, operational efficiency, and growth strategies. The service includes customized financial modeling, budgeting support, and industry-specific insights. This helps business owners make informed decisions based on accurate financial information.
Questions
What is outsourced accounting?
Outsourced accounting involves using an external team to handle financial operations instead of hiring internal staff. We manage transaction processing, reporting, and financial analysis.
Are you a CPA firm?
No, we're not a CPA firm. We focus on outsourced accounting and bookkeeping services, partnering with CPA firms for tax and audit needs.
What industries do you specialize in?
We specialize in serving professional services firms and technology companies, including agencies, consultancies, and SaaS platforms.
How much does outsourcing cost?
Our accounting plans start at $1,500/month, with pricing based on business size and complexity. We offer fixed pricing with no hidden fees.
How does the service scale with growth?
Our services scale seamlessly as businesses grow from $1M to $20M in revenue. We adjust resources and add services to match evolving needs.
What technology do you use?
We use cloud platforms like Xero and QuickBooks, integrated with tools for payroll, AP, and financial reporting to ensure real-time visibility.
