Advanced Bookkeeping · Built to Scale
Outsourced Bookkeeping Services for Growing Businesses
Your books shouldn't just tell you what happened, they will show you what to do next. Basis 365 delivers advanced, accrual-based bookkeeping that gives you the financial clarity to grow with confidence.
There's Bookkeeping. And Then There's Advanced Bookkeeping.
Most small businesses settle for cash-basis books, transactions coded, receipts logged, tax return ready. That's fine when you're getting started. But a maturing business needs more.
Advanced bookkeeping means accrual accounting, proper month-end close, and a team that understands what your numbers actually mean. In larger companies, they hire AP clerks, AR specialists, and accounting coordinators. That's the level of function we bring to your business.
If you're between $500K and $5M in revenue and your books feel like a chore rather than a business tool, you're exactly who we built this for.
Basic Bookkeeping
Advanced Bookkeeping
Sound Familiar?
Our bookkeeping clients come from all different starting points. Here's who we help most.
You're doing the books yourself
You started it, you've maintained it, but it's taking hours every week and you're not confident in the numbers. Time to hand it off to a team that does this all day.
You have a part-time bookkeeper
They do the basics but can't answer the harder questions. Your business has grown past what one person can handle, especially someone working 10 hours a week.
You're growing and need to scale
Revenue is climbing but your accounting function hasn't kept pace. You need month-end close, better reporting, and a system that doesn't break every quarter.
You're a startup that wants to get it right from day one
Skip the cash-basis shortcut. Accrual accounting, clean books, and investor-ready financials from the start means you never have to rebuild your foundation later.
What Advanced Bookkeeping Includes
The foundation every growing business needs, done right, done consistently, every month.
Day-to-Day Accounting
- ✓Daily transaction processing and coding
- ✓Bank and credit card reconciliations
- ✓Accounts payable management
- ✓Accounts receivable management
- ✓Expense tracking and categorization
- ✓Payroll coordination
- ✓Bill payment support
- ✓Vendor management
Monthly Close and Core Reporting
- ✓Accrual-based bookkeeping
- ✓Month-end close procedures
- ✓Balance sheet preparation
- ✓Profit and loss statement
- ✓Cash flow statement
- ✓Catch-up bookkeeping
- ✓Sales tax support
- ✓Tax prep coordination
Systems and Software
- ✓Accounting system design and setup
- ✓QuickBooks Online and Xero implementation
- ✓Software stack integration (BILL, Gusto, Ramp, and more)
- ✓Workflow automation setup
- ✓Chart of accounts optimization
Expertise and Qualifications
- ✓Accounting degree-level knowledge, not just data entry
- ✓Working knowledge of GAAP principles
- ✓Ability to interpret what your numbers mean, not just record them
- ✓Experience across industries and business models
- ✓A team behind every client, not a single generalist
- ✓Backed by a controller and accounting manager for complex questions