Your Competitors See Challenges; We See Opportunities

Creative agencies, PR firms, and professional service businesses all face similar challenges. Do these sound familiar?

We’ve heard those questions (along with many more) and have designed our solution to help provide the answers. Translating your challenges into data-based performance indicators allow us to know how you're doing and what levers you can adjust to improve.

Now you’ll be in control and can grow with confidence, giving you a key advantage over your competitors. More important than that, you’ll be able to sleep easier at night.  

  • Cash Management: What’s my monthly burn? How much money should I keep in reserve? Am I collecting my receivables fast enough? Am I billing for everything I can?

  • Job Profitability: What’s my most profitable job? What type of jobs should I stop doing? What is my profit margin?

  • Resource Planning: Am I using my team effectively? Can I afford to hire another employee? Is my team spending too much time on a job?

Your New Solution Awaits

We’ve worked with most of the cutting edge applications available and have incorporated them into our processes.

Our accounting solution commonly combines multiple applications that allow us fit to into how you work.

The foundation is cloud accounting with Xero and Quickbooks.

Built from the ground up in the cloud with an open API, the ecosystem of integrated partners offers the most flexibility in choosing the right tools for you. Time tracking and project management systems like WorkflowMax or Harvest are the core operational tools that will help you invoice on time and know how well you did on a given job.

Stripe, PayPal, Bill.com, Expensify and Gusto are common add-ons that round out the complete accounting end-to-end solution. Once we know how you’re doing, we use Spotlight, CrunchBoards or Float to help you track your critical performance indicators and forecast into the future. 

The streamlined flow of information allows us to process your day-to-day transactions quickly and provide timely, reliable financial statements at month-end. We maintain accrual-based financials, that can be toggled to cash-basis, so you have a better grasp on how you are performing. 

 

What Our Customers Are Saying


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"[Basis 365] is doing everything I imagined an outsourced bookkeeping provider could do. They manage our books and provide high-level insights on budget and cash planning."
- CEO, Directive Consulting

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“Basis 365 brought a level of expertise and consultation which was helpful as we were developing everything from chartered accounts to processes and integrations with banking.”
- CEO, Conservaco