Founded in 2013, our firm has consistently delivered reliable and efficient financial services to a diverse clientele. With a team comprising Certified Public Accountants (CPAs) and Enrolled Agents (EAs), we offer specialized expertise in management reporting, accounts payable and receivable management, payroll, tax, reconciliation, and bookkeeping. As a leading accounting software-certified advisor, we pride ourselves on being a top service provider and a customer-centric organization.
Our Services
Comprehensive Bookkeeping and Accounting Our bookkeeping services are designed to support small, medium, and large organizations, ensuring accurate and timely financial records. Our team excels in:
- Management Reporting: Providing insightful reports to guide your business decisions.
- Accounts Payable and Receivable Management: Streamlining your cash flow operations.
- Payroll Services: Ensuring compliance and accuracy in employee compensation.
- Tax Services: Offering expert tax planning and compliance to minimize liabilities.
- Reconciliation Services: Maintaining the integrity of your financial data through meticulous reconciliations.
Tax Services Our CPAs and EAs are equipped to handle all aspects of tax preparation and planning, ensuring you are fully compliant with ever-changing tax laws.
Why Choose Us?
With over a decade of experience, our team of accounting experts is committed to providing the best and most reliable services tailored to your unique needs. Our proactive and targeted approach is designed to save you time and money, catalyzing growth and helping you achieve your financial goals. Our global reach and dedication to excellence make us the trusted choice for businesses seeking top-tier accounting and tax services.
Clients consistently praise 360 Accounting Pro Inc for their budget-friendly pricing and high value for cost, emphasizing excellent service across various financial tasks. Specific project costs weren't disclosed, but the overall sentiment reflects satisfaction with their affordability and quality.
Clients consistently praised 360 Accounting Pro Inc for improving their financial management, reducing errors, and ensuring compliance with regulations. They help clients streamline processes and identify cost-saving opportunities.
High Responsiveness and Communication
The company is lauded for its prompt responses and effective communication. Clients appreciate their attentiveness, regular updates, and proactive problem-solving, which facilitate seamless project execution.
Smooth Integration with Client Teams
The team at 360 Accounting Pro Inc integrates well with client teams, providing seamless collaboration and support, which is highly valued by clients seeking reliable partnerships.
Timely and Accurate Deliverables
360 Accounting Pro Inc is commended for delivering tasks on time with a high degree of accuracy. Clients report zero issues with deadlines or the quality of work, reflecting strong project management.
Valuable Tax and Financial Advice
Clients benefit from 360 Accounting Pro Inc's tax planning and financial advice, which helps optimize tax obligations and enhance financial decision-making, showcasing their knowledge and competence.
"They were able to respond very quickly and efficiently to all our requirements."
Jun 25, 2024
CEO, FinTech Company
Anonymous
Verified
Financial services
Cupertino, California
1-10 Employees
Online Review
Verified
360 Accounting Pro Inc has provided accounting and bookkeeping services for a fintech company. They've managed the client's accounts on QuickBooks and offered them monthly bookkeeping.
360 Accounting Pro Inc. has ensured fast turnaround times and prompt accounting reviews. They've applied accounting best practices and have been highly responsive to the client's requirements throughout the engagement. The team's knowledge was remarkable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of a FinTech Company
Describe what your company does in a single sentence.
Technology solutions for financial institutions
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
Bookkeeping
Financial projections
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Great culture fit
Company values aligned
Describe the scope of work in detail. Please include a summary of key deliverables.
Monthly bookkeeping and maintenance of accounts on quickbooks
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Fast turnaround and review of accounting
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes. They were able to respond very quickly and efficiently to all our requirements.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Knowledge or accounting best practices and sped ot execution
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
None
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Wealth Management Firm
Accounting
$10,000 to $49,999
July 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I work daily with my program manager, who does a great job of keeping track of every loose end."
360 Accounting Pro Inc provides bookkeeping services for a wealth management firm. The team is responsible for handling payables, receivables, and bank reconciliations.
The client's business has grown and succeeded thanks to 360 Accounting Pro Inc's efforts. The team is highly dependent on the vendor and is constantly pleased with the results. Moreover, they communicate effectively and are consistently customer-focused.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Partner, Investment Advisor of LGT Crestone Wealth Management Limited
Describe what your company does in a single sentence.
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish? I needed additional bookkeeping support as my company grew.
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Great culture fit
Good value for cost
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
360 Accounting provides full-service bookkeeping. The specific tasks vary from client to client in terms of the different companies that we serve. They handle payables, receivables, and bank reconciliations. They track submission of credit card receipts and expense reports. I do the payroll myself but I suspect they would be equally competent.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The growth and success of my business is 100% due to their work. I'm sub-contracting out a vast quantity of work to them, and it just wouldn't be possible otherwise. I depend on 360 Accounting to an enormous degree. I'm so pleased with their work.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Their team is fantastic. I work daily with my program manager, who does a great job of keeping track of every loose end. He follows up with clients every couple of days to remind them, and he's on top of things. We primarily communicate via email and Skype calls when necessary.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
I most appreciate the quality of the work, the timeliness of the work, and especially the price, which can't be beaten.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
I don't think so. They handle everything I've sent their way.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Financial Services & Payroll Mgmt for Digital Mktg Agency
Accounting
$10,000 to $49,999
Feb. 2021 - July 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“Their group is constantly keen to learn about and experiment with new platforms and apps.”
Sep 27, 2024
VP, Waypost Marketing
Erin Durham
Verified
Advertising & marketing
Greenville, South Carolina
11-50 Employees
Online Review
Verified
A digital marketing agency hired 360 Accounting Pro Inc to manage their financial services needs using various cloud-based software and apps, including Xero. The team’s tasks included payroll system management.
360 Accounting Pro Inc delivered great work and always promptly addressed the client’s questions and concerns. The team posed thoughtful inquiries and had effective management strategies. Their members’ responsiveness improved the client’s decision-making process. Their attentiveness was impressive.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Waypost Marketing
Describe what your company does in a single sentence.
At Waypost Marketing, we’re not just another digital marketing agency. We pride ourselves on crafting personalized strategies that drive actual results for your unique business needs. Our commitment to being good stewards of your marketing dollars sets us apart. From strategy to execution, our dedicated team ensures a seamless and cohesive approach to your marketing efforts.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
We needed to outsource our financial services.
SOLUTION
How did you find 360 Accounting Pro Inc?
Clutch Site
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
360 Accounting manages our financial services using a variety of cloud-based software applications including the Xero platform. These services include everything from configuring and managing our payroll system to integrating accounts to provide more streamlined workflows.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The majority of our standards have been responsiveness and timeliness. They pose thoughtful inquiries on the project, the market, and our company. Any question over an account—for instance, regarding a transaction made overseas—is promptly cleared up via email.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
There were no obstacles to cooperating because we employ comparable management strategies and procedures for day-to-day operations. They respond to queries and problems within 24 hours and are kind and professional.
What was your primary form of communication with 360 Accounting Pro Inc?
Email or Messaging App
What did you find most impressive or unique about this company?
Working with them has shown me how responsive they are, which has improved and informed decisions made by the organization as a whole. Their group is constantly keen to learn about and experiment with new platforms and apps. Their attentiveness and eagerness to learn have sparked multiple in-depth discussions over the project's direction.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
We've done simple job so far, therefore I have no constructive critique or unfavorable comments. I'm excited to watch how 360 Accounting Pro Inc. changes as our project and company expand.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting & Financial Advising for Hotel
AccountingFinancial Advising & Planning
Less than $10,000
Feb. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We were very satisfied with their service."
Sep 23, 2024
Director Of Sales Marketing, Langham Place
May Kwok
Verified
Hospitality & leisure
Hong Kong, Hong Kong
201-500 Employees
Online Review
Verified
A hotel has hired 360 Accounting Pro Inc for accounting services. The team manages the client's bookkeeping, bank reconciliations, and financial reporting and offers tax advice.
Thanks to 360 Accounting Pro Inc's efforts, the client has seen improved financial management, records, and adherence to rules and regulations. The team delivers on time and is always available, showcasing excellent management. Their dedication and proactiveness have impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director Of Sales Marketing of Langham Place
Describe what your company does in a single sentence.
Hospitality and Hotel
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
Manage our bookkeeping and financial records.
We wanted our finances to be properly managed and recorded, while also ensuring compliance with all relevant laws and regulations.
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
All of our financial activities and records, including bank reconciliations, financial reporting, and accounts payable and receivable, were handled by 360 Accounting. They also assisted us in getting ready for yearly audits and offered advice on matters pertaining to taxes. Accurate and current financial records, prompt reporting, and adherence to all applicable rules and regulations were among the main deliverables.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Better financial management, fewer mistakes in our financial records, and more adherence to pertinent rules and regulations were the project's results. We were also able to find areas where we might save expenses and simplify our financial procedures with the assistance of 360 Accounting.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was excellent. They delivered all items on time and were always available to answer questions and provide guidance as needed.
What was your primary form of communication with 360 Accounting Pro Inc?
Email or Messaging App
What did you find most impressive or unique about this company?
It was quite impressive how meticulous 360 Accounting was and how dedicated they were to offering top-notch services. They constantly took the initiative to point out areas that needed improvement and went above and above to make sure that our financial records were correct and current.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
We were very satisfied with their service. We did not encounter any major areas for improvement or anything that they could have done differently.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting for Embroidery Company
Accounting
Less than $10,000
Jan. - Nov. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They have very well-qualified staff."
Sep 20, 2024
Owner, Embellish
Jennie Barr
Verified
Other industries
Novato, California
1-10 Employees
Online Review
Verified
An embroidery company hired 360 Accounting Pro Inc for accounting and payroll services. The team set up the client's Dext software, tailored QuickBooks configurations, and tracked global banking.
The client was satisfied with 360 Accounting Pro Inc's work. The team adhered to deadlines and responded to needs, communicating primarily via email and messaging apps. Their qualified staff, accounting education, expertise, and excellent supervision impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Owner of Embellish
Describe what your company does in a single sentence.
We do custom machine embroidery and crystal embellishment for apparel, gifts and logos.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
Accounting
Payroll
Business setup
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
360 Accounting Pro Inc provided expert setup for DEXT and payroll, tailored QuickBooks configuration, and efficient inventory setup. Their services also include tracking global banking between remote and home offices, giving us clear oversight of our finances.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Month end reporting timeline and adherence to deadlines.
Daily processing of invoices.
Month end accruals (Sales and Cost of Sales).
Aged Care expense processing processed weekly.in accordance to month end timetable.
Timetable for analytical reports. Error monitoring.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
This is an ongoing daily, weekly and monthly requirement. Responsive to changing needs over time.
What was your primary form of communication with 360 Accounting Pro Inc?
Email or Messaging App
What did you find most impressive or unique about this company?
They have very well-qualified staff.
Their accounting education is first class.
360 Accounting have expertise in a number of accounting systems.
There is excellent supervision over subordinate roles.
They are able to handle large volumes of invoice processing.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
No, they are responsive when growth occurs, and change is needed.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting for Customer Contact Solutions Company
Accounting
$10,000 to $49,999
Oct. 2021 - Oct. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Our satisfaction with 360 Accounting Pro Inc is high."
Sep 12, 2024
Executive Director, Premier Contact Point Pty Ltd
Fausto Marasco
Verified
Information technology
Melbourne, Australia
11-50 Employees
Online Review
Verified
360 Accounting Pro Inc provided accounting services for a customer contact solutions company. The team was responsible for organizing the client's general ledger and filing taxes.
The client was happy with 360 Accounting Pro Inc's work. The team supervised everything and ensured procedures were followed, showcasing curiosity and excellent interpersonal skills. Their accessible pricing, strong work ethic, and enthusiasm for precision impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Executive Director of Premier Contact Point Pty Ltd
Describe what your company does in a single sentence.
Premier Contact Point is known for the reliability and excellence of its customer contact solutions, backed by class-leading service and support.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
We were a new company that had just opened in Melbourne, and we had no experience with the extensive paperwork and bookkeeping that come with being an Australian business owner. My lack of accountancy knowledge was another major factor in my desire for a partner. To maintain our books organized and deliver accounts to our auditor on schedule, we needed a dependable staff.
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Great culture fit
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
They organized the general ledger and went over our historical data. We are still in partnership with each other. In Australia, they are in charge of filing our annual taxes as well as our monthly accounting reports.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
I'm rather happy with the work they've done thus far. They've relieved me of a lot of the accounting work, which is great and lets me concentrate on running my company. We are aware that all necessary financial documentation is already in place.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Our allocated bookkeeper is highly questioning and curious, with excellent interpersonal skills. He supervises all work, ensuring that our procedures are followed and that reports are submitted on time.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their excellent cost/value proposition, strong work ethic, and enthusiasm for precision. Our satisfaction with 360 Accounting Pro Inc is high.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
None was noticed.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for E-Learning Services Provider
Accounting
Less than $10,000
June 2023 - Mar. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were very accommodating to my requests."
Sep 11, 2024
CEO & Co-Founder, Cormirus
Philip Black
Verified
Education
London, England
1-10 Employees
Online Review
Verified
360 Accounting Pro Inc provided accounting services for an e-learning services provider. The team reviewed the client's records and made the necessary corrections to ensure all records were accurate.
Thanks to 360 Accounting Pro Inc's efforts, the client's accounting figures became accurate. The team worked efficiently and sent updates to the client on a regular basis. Moreover, they were responsive to the client's needs, and their prompt problem-solving and can-do attitude were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO and Co-founder of Cormirus
Describe what your company does in a single sentence.
We exist to help people become the most wonderful version of themselves. Our mission is to unleash potential through the most personalised, affordable tools for learning and creation.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
Get accurate and correct accounting for Cormirus.
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
When I first started using Wave, I made a lot of mistakes and realized I couldn't fix every problem on my own. I hired 360 Accounting to review my records and make all the necessary corrections, and they did just that. I think my books are correct now.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Having solid figures that seem to be accurate.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They completed tasks swiftly and kept me updated on their developments. When I write them to ask them to do something, they usually respond in a day or two. They were very accommodating to my requests.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their readiness to take initiative and promptly address issues as well as their can-do attitude are impressive.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
Can't think of anything.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting for Nonprofit
Accounting
$10,000 to $49,999
Feb. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Overall, we are delighted with the services provided."
Sep 4, 2024
CEO & Co-Founder, AIR - Alliance for Innovative Regulation
Jo Ann Barefoot
Verified
Other industries
Washington, District of Columbia
11-50 Employees
Online Review
Verified
360 Accounting Pro Inc provides bookkeeping, account receivable management, and tax preparation services for a nonprofit.
360 Accounting has met the latest tax regulations and helped the client identify opportunities for savings. Moreover, the team has provided updates on time and communicated mainly through email and virtual meetings. Furthermore, the client has been satisfied with the services provided by the team.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO and Cofounder of AIR - Alliance for Innovative Regulation
Describe what your company does in a single sentence.
The Alliance for Innovative Regulation (AIR) is a nonprofit aiming to help transform financial regulation from manual, analog design to digitally-native design. The result will stabilize the financial system, protect consumers from harm, foster innovation, and enable financial inclusion.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
To manage critical aspects of our financial operations, including bookkeeping, accounts receivable, and taxes.
SOLUTION
How did you find 360 Accounting Pro Inc?
Online Search
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of services included:
Bookkeeping
Accounts receivable management
Tax preparation
360 Accounting Pro Inc delivered on all fronts, meeting every deliverable within the agreed-upon timeframes.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
360 Accounting met the latest tax regulations and ensured that all our tax filings were accurate and timely. They also provided valuable tax planning advice, which helped us optimize our tax obligations and identify opportunities for savings. They meticulously reviewed every aspect of our financials to ensure compliance with tax laws, thereby minimizing the risk of audits or penalties.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They provide updates when it is needed and prepare everything on time. We communicate by e-mail most of the time. When there is a need we do vedio meeting.
What was your primary form of communication with 360 Accounting Pro Inc?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Overall, we are delighted with the services provided. The team's professionalism, expertise, and dedication to excellence positively impacted our financial management processes.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
No.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Property Management Company
Accounting
Less than $10,000
June - Nov. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We could always count on the team and Mohit to be there whenever we needed their help."
Sep 2, 2024
Founder, Property Management Company
Anonymous
Verified
Real estate
San Diego, California
1-10 Employees
Online Review
Verified
A property management company hired 360 Accounting Pro Inc to provide accounting services. The team handled bookkeeping, financial records and reports, bank reconciliations, annual auditing, and tax consulting.
With 360 Accounting Pro Inc's help, the client was able to manage their finances better; their financial records also had less errors. The team established a smooth workflow through timely execution and clear communication. They were also highly responsive, reliable, and accommodating.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of a real estate company
Describe what your company does in a single sentence.
We invest in Real Estate.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
360 Accounting Pro Inc was the one we hired to handle our financial records and bookkeeping, as we want accurate bookkeeping and financial management, along with adherence to all applicable rules and laws.
SOLUTION
How did you find 360 Accounting Pro Inc?
Referral
Clutch Site
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Referred to me
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
All of our financial records and transactions, including bank reconciliations, accounts payable and receivable, and financial reporting, were handled by 360 Accounting. They also assisted us in getting ready for yearly audits and offered advice on matters pertaining to taxes. Accurate and current financial records, prompt reporting, and adherence to all applicable rules and regulations were among the main deliverables.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Better financial management, fewer mistakes in our financial records, and more adherence to pertinent rules and regulations were the project's results. We were also able to find places where we might cut expenses and simplify our financial procedures thanks to 360 Accounting Pro Inc's help.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They had a very disciplined and predictable management style and were always on time. We communicated via email and Whatsapp and it worked perfectly.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
They are incredibly responsive, kind, and accommodating. We could always count on the team and Mohit to be there whenever we needed their help. It's good that they finish the task right away.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
There are no complaints that we could think of. I think they were fantastic.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
941X Form Prep & Assistance for Accounting Company
Accounting
Tax Preparation
Confidential
Jan. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They truly did a phenomenal job."
Jul 3, 2024
EVP, Accounting Company
Brian Anderson
Verified
Financial services
Tampa, Florida
201-500 Employees
Online Review
Verified
360 Accounting Pro Inc assists an accounting company in preparing thousands of for 941X for the client’s customers. The team also handles overflow tasks from the client’s internal CPAs and accountants.
The client is happy with 360 Accounting Pro Inc, which has met all deadlines with commendable accuracy. Their work has had zero issues, and their resources were easy to work with and communicative. Moreover, the team has seamlessly collaborated with the client’s internal teammates.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the EVP of an accounting company.
Describe what your company does in a single sentence.
We are a tax and accoutning accompany serving small to mid-size businesses across the United States.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
Serve as part of our process for amending form 941X for our client base.
Serve as overflow for our accoutants and CPAs
SOLUTION
How did you find 360 Accounting Pro Inc?
Referral
Why did you select 360 Accounting Pro Inc over others?
High ratings
Referred to me
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
10-25
Describe the scope of work in detail. Please include a summary of key deliverables.
360 Accounting Pro Inc provided expert assistance to our accountants and CPAs. The team at 360 Accounting Pro Inc did initial preparation work on thousands of form 941X that were prepared for our client base. They were easy to work with and communicated promptly. The deliverables included regularly meeting with our CPAs, meeting deadlines on form preparation, and providing detailed work papers for each file.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
360 Accounting Pro Inc met all requested deadlines with a high degree of accuracy. We regularly audited their work for accuracy and had zero issues.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, they delivered all requested items on-time. They worked with us via Zoom, Slack, email and our accounting software.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Strong communication skills by lead accountant from 360 Accounting Pro Inc. He was a CPA and was able to seamlessly integrate into our team.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
No, they truly did a phenomenal job.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"We had a very positive experience working with the entire team at 360 Accounting Pro Inc. I would recommend with no reservations.
Personal & Busines Tax Mgmt for Educational Streaming Co
AccountingTax Law
$10,000 to $49,999
Jan. 2021 - Jan. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I was impressed with their ability to always get the job done on time."
Sep 12, 2024
Senior Talent Director, MasterClass
Phillip Barlag
Verified
Education
San Francisco, California
201-500 Employees
Online Review
Verified
An educational streaming platform hired 360 Accounting Pro Inc to handle their personal and business taxes. The team advised the client about using tools like QuickBooks and corrected their bookkeeping records.
360 Accounting Pro Inc successfully handled the client’s bookkeeping needs in less than a month and set up a new system. The team’s effective workflow and thorough documentation were highly commendable. Their members also followed up well and always strived to complete their tasks correctly.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Senior Talent Director of MasterClass
Describe what your company does in a single sentence.
MasterClass is the streaming platform where anyone can learn from the world's best.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 360 Accounting Pro Inc to accomplish?
To handle both personal and business taxes.
SOLUTION
How did you find 360 Accounting Pro Inc?
Clutch Site
Why did you select 360 Accounting Pro Inc over others?
Pricing fit our budget
Good value for cost
Company values aligned
How many teammates from 360 Accounting Pro Inc were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Initially, they offered advice on buying QuickBooks, using Bill.com, and transferring to a different accounting program. After that, they corrected the bookkeeping for all of our prior years and put us in a successful future.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
In less than a month, they were able to conclude up to four years of bookkeeping. They then promptly set us up with the new system and weekly meetings.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Very effective workflow, with providing documentation to receiving final filing documents for review.
What was your primary form of communication with 360 Accounting Pro Inc?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
I was impressed with their ability to always get the job done on time and provide follow-up service within reach and ease.
Are there any areas for improvement or something 360 Accounting Pro Inc could have done differently?
None, because they can take care of all my needs wherever I am.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-11 of
12 Reviews
Packages we offer:
Comprehensive Bookkeeping Services Package
Our Comprehensive Bookkeeping Services Package offers accurate and timely financial management, including accounts payable and receivable, payroll, tax preparation, reconciliation, and financial reporting. Tailored to your business needs, our services ensure compliance and support your financial growth.
Small
Accounting and Bookkeeping services
$50
/month
Number of revisions: 1
Medium
Accounting and Bookkeeping services
$150
/month
Number of revisions: 1
Large
Accounting and Bookkeeping services
$400
/month
Number of revisions: 1
Features
Small
$50
/mo
Medium
$150
/mo
Large
$400
/mo
Number of revisions
1
1
1
Small
$50
/mo
Number of revisions
1
Medium
$150
/mo
Number of revisions
1
Large
$400
/mo
Number of revisions
1
Comprehensive Tax Services for Small Businesses an
360 Accounting Pro Inc. offers expert tax services for small businesses and individuals, including tax planning, preparation, sales tax management, and IRS representation. With 17+ years of experience, we ensure compliance and maximize your financial benefits. Trust us for personalized, precise solutions that meet your unique tax needs.
Small
Expert tax services for W2 and other income client
$250
/total
Number of revisions: 2
2
day
delivery
Medium
Tax solutions for small businesses, from planning
$750
/total
Number of revisions: 2
3
day
delivery
Large
Comprehensive tax solutions for multi-state income
$2,000
/total
Number of revisions: 2
7
day
delivery
Features
Small
$250
/total
Medium
$750
/total
Large
$2,000
/total
Number of revisions
2
2
2
Small
$250
/total
Number of revisions
2
Medium
$750
/total
Number of revisions
2
Large
$2,000
/total
Number of revisions
2
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