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Scalable, cost-effective accounting department.

Basis 365® Accounting has been an award-winning outsourced accounting & bookkeeping company on Clutch for over 5 years! We love meeting new people and learning more about their businesses. That's what we do - Helping people build strong businesses® since 2012. See if we’ll be a great fit.

  • $1,000+
  • Undisclosed
  • 10 - 49
  • West Hollywood, CA
  • Founded 2012

1 Language that we service

  • English

4 Timezones that we service

EST
Eastern Standard Time (EST)
CST
Central Standard Time (CST)
MST
Mountain Standard Time (MST)
PST
Pacific Standard Time (PST)

2 Locations

  • West Hollywood , CA
  • Irvine , CA

Focus

No data have been added yet...

Pricing Snapshot

Min. project size $1,000+
Avg. hourly rate Undisclosed
Rating for cost 4.9 /5

What Clients Have Said

Basis 365 Accounting offers competitive pricing, with monthly fees ranging from $500 to $1,900 and total investments averaging $4,000 to $50,000 annually. Clients appreciate the value for cost due to efficient services, technology integration, and responsive support, making them a solid choice for e-commerce and startups.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 6 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
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Basis 365 Accounting Review Insights

Overall Review Rating

4.9
  • Quality 4.9
  • Schedule 4.9
  • Cost 4.9
  • Willing to Refer 5.0

Top Mentions

Review Highlights

  • High-Quality Reporting and Insights

    The quality of financial reporting provided by Basis 365 is frequently praised. Clients benefit from detailed monthly and quarterly reports that offer valuable insights into their business performance and financial health.

  • Areas for Improvement in Documentation

    Some clients mentioned a desire for more detailed documentation during the onboarding process. Providing comprehensive insights into internal procedures and systems could enhance transparency and client understanding.

  • High-Quality Customer Service

    Basis 365 is lauded for their outstanding customer service. Clients appreciate the team’s patience, informativeness, and dedication to resolving queries and providing support throughout the engagement.

  • Highly Responsive and Communicative

    Basis 365 is commended for their responsiveness and communication. Clients noted quick responses to queries and effective use of communication channels like email, Slack, and video conferencing to keep clients informed.

  • Streamlined Operations and Increased Efficiency

    Implementing Basis 365’s solutions has led to streamlined operations and increased efficiency for clients. Automated processes and accurate bookkeeping have improved internal workflows and financial tracking.

  • Transparency and Trustworthiness

    Clients value the transparency and honesty of Basis 365. Their straightforward communication and integrity have built strong, trusting relationships, making them reliable partners for accounting needs.

Basis 365 Accounting Reviews

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Accrued Bookkeeping for Search Marketing Agency

  • Accounting
  • Confidential
  • Jan. 2014 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"They’re doing everything I would imagine an outsourced bookkeeping provider could do."

CEO, Directive Consulting
Garrett Mehrguth
  • Advertising & marketing
  • Irvine, California
  • 11-50 Employees
  • Phone Interview 
  • Verified

Basic 365 Accounting provided accrued bookkeeping for a B2B search marketing agency. The more advanced work allows for situational planning by means of data visualizations to increase operations.

Xero, Gusto & Consultation Services for Digital Marketing Agency

  • Accounting
  • Confidential
  • Jan. 2013 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"They’ve provided incredibly helpful people at every step of the way."

CEO, Conservaco
Mark Thimming
  • Advertising & marketing
  • California, United States
  • 11-50 Employees
  • Phone Interview 
  • Verified

Basis 365 provides accounting services associated with Gusto and Xero, largely helping to create financial reports and monitor costs. The team also reconciles transactions on a day-to-day basis and provides one-off support when needed.

Outsourced CFO & International Expansion Support for Mobile Tech Studio

  • Accounting
  • $50,000 to $199,999
  • Jan. 2017 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"We’ve had some very bad experiences with previous CFOs … and Basis 365 completely restored my faith in humanity."

CEO, Dogtown Media
Marc Fischer
  • IT Services
  • Los Angeles, California
  • 11-50 Employees
  • Phone Interview 
  • Verified

As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, and metrics.

Outsourced Accounting for Consulting Firm

  • Accounting
  • Confidential
  • Mar. 2017 - Ongoing
4.5
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"They have a very good robust process ... which gave us the confidence to outsource our accounting."

CEO, Scimitar Inc.
Ramy Khalil
  • Consulting
  • San Francisco, California
  • 11-50 Employees
  • Phone Interview 
  • Verified

Basis 365 provides bookkeeping, invoicing, AP/AR management, monthly close, and financial statement services. They also integrated solutions, including Workflowmax, Expensify, Gusto, Box, Bill.com, and Xero.

Financial Tracking & Modeling for Digital Production Studio

  • Accounting
  • Confidential
  • Jan. 2014 - Ongoing
5.0
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"They’re also keen and into technology, so they're constantly looking for new ways to improve their process."

Managing Director, Active Theory
Nick Mountford
  • IT Services
  • Los Angeles, California
  • 1-10 Employees
  • Phone Interview 
  • Verified

Basis 365 Accounting started out providing only basic accounting and bookkeeping services. They now also help with financial tracking and financial modeling services and provide a metrics dashboard.

Reporting, Tracking, & Payroll for Social Media Digital Agency

  • Accounting
  • $50,000 to $199,999
  • Oct. 2014 - Ongoing
5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0

"They respond quickly .... they make my life easier."

Business Operations Manager, Smarty Social Media
Dee Thibodeau
  • Advertising & marketing
  • California, United States
  • 11-50 Employees
  • Phone Interview 
  • Verified

Basis 365 Accounting provides outsourced accounting services, including payroll, invoicing, and bookkeeping. The team also generates management and business reports, suggesting areas for growth and better performance.

System Transition & Performance Analysis for Consulting Firm

  • Accounting
  • $50,000 to $199,999
  • Nov. 2014 - Ongoing
4.0
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

“It feels like Basis 365 is one of us because they’re just as invested in our business as we are.”

Principal, RSG Inc.
Tara Matthews
  • Other Industry
  • California, United States
  • 11-50 Employees
  • Phone Interview 
  • Verified

Basis 365 shifted an outdated setup to a WorkflowMax invoicing system without disrupting business. They currently provide performance analysis reporting, monthly partner packets, and future revenue forecasts.

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Learn More
Verified Client Reviews
17
Overall Review Rating
4.9
Source
Clutch
Last Updated
March 5, 2020
Business Entity
Business Entity Name Basis 365, Inc.
Source California Secretary of State
Jurisdiction of Formation California
Date of Formation October 25, 2012
Status Active
Last Updated June 29, 2024
ID 4185406
Credit Report Results
International Credit Risk Assessment Low Risk
Source Creditsafe
Last Updated January 1, 2022
Learn More About The Clutch Verification Process

Locations (2)

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