Bookkeeper360

Bookkeeper360

Subscription-based bookkeeping, tax, advisory services

Overview

Bookkeeper360 provides integrated financial management services for small and medium-sized businesses, including bookkeeping, tax planning, CFO advisory, payroll management, and human resources. It operates with a cloud-based platform that combines software with human experts, delivering a single subscription service that covers all financial needs. Clients access dashboards and receive accurate financial data, insights, and strategic advice, allowing them to focus on growth and operations. The company differentiates itself by offering an all-in-one platform that unifies multiple financial functions in one subscription, backed by professional guidance and scalable technology. Its goal is to help SMBs grow by improving financial accuracy, efficiency, and strategic decision-making through predictable, scalable services.

About Bookkeeper360

Simplify's Rating
Why Bookkeeper360 is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Seed

Total Funding

$5.5M

Headquarters

Oyster Bay, New York

Founded

2012

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Simplify's Take

What believers are saying

  • BOLT enables faster data-driven decisions by tracking revenue trends and estimating tax liabilities in real time.
  • Bookkeeper360 ranks as best online bookkeeping service by NerdWallet and Forbes, validating SMB market position.
  • The $3.5M seed round from Etsy Angel Investors signals strong demand for integrated accounting and advisory solutions.

What critics are saying

  • CoCountant undercut Bookkeeper360 with $399/month entry price and published controller oversight, challenging its no-controller model in 6–12 months.
  • AI-only bookkeeping platforms displace routine data-entry work Bookkeeper360 automates, reducing add-on CFO/tax service demand within 6–12 months.
  • BOLT generates unverified cash-flow and tax alerts without mandatory human review, risking audit penalties if human-in-the-loop fails by 2027.

What makes Bookkeeper360 unique

  • Bookkeeper360 integrates bookkeeping, tax, CFO advisory, payroll, and HR on one subscription platform.
  • Its BOLT AI virtual CFO delivers real-time cash flow alerts, tax estimates, and visual dashboards.
  • The platform bridges AI insights with direct accountant communication and push notifications for financial alerts.

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Funding

Total Funding

$5.5M

Below

Industry Average

Funded Over

6 Rounds

Seed funding is usually the first official round after pre-seed, when a startup has a prototype or concept. It’s typically used to develop the product, test the market, and start building the team. Investors here are often angel investors or early-stage venture capitalists.
Seed Funding Comparison
Meet Average

Industry standards

$3.3M
$2M
Netflix
$2.3M
Instacart
$3M
Robinhood
$3.5M
Bookkeeper360

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Parental Leave

Remote Work Options

Unlimited Paid Time Off

Paid Holidays

Professional Development Budget

Performance Bonus

Company Social Events

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-2%

2 year growth

-1%
Bookkeeper360
Apr 13th, 2026
Bookkeeper360 recognized as top 10 online accounting firms for small businesses.

Bookkeeper360 recognized as top 10 online accounting firms for small businesses. Bookkeeper360 delivers flexible hourly services with payroll and tax preparation, ensuring clarity with financial dashboards tailored to business requirements. Bookkeeper360 provides thorough services, including payroll and tax preparation, along with financial dashboards to improve your organizational clarity. Bookkeeper360: Flexibility in Hourly Services Bookkeeper360 stands out for its flexible hourly bookkeeping services, allowing small to medium-sized businesses to only pay for the support they genuinely need. With rates starting at $19 plus $150 per hour for additional help, you can manage costs effectively as you receive customized assistance. This service is designed to scale according to your specific bookkeeping requirements, ensuring you get exactly what you need without overspending. You can choose from a variety of services, including payroll, tax preparation, and financial reporting, which allows you to customize your support based on your unique business needs. Bookkeeper360 emphasizes personalized service, giving you direct communication with a dedicated team of bookkeepers. This model is particularly beneficial for businesses needing occasional help, as it eliminates the need for a full-time staff member, making it a cost-effective solution for managing your finances efficiently.

Bookkeeper360
Jul 16th, 2024
Bookkeeper360 Named "Best Overall Online Bookkeeping Service" by NerdWallet

Bookkeeper360 named "best Overall Online Bookkeeping Service" by NerdWallet. Bookkeeper360 is proud to announce that NerdWallet has recognized Bookkeeper360 as the"Best Overall Online Bookkeeping Service"for 2024. What sets Bookkeeper360 apart? According to NerdWallet, "Bookkeeper360 is our top selection for online bookkeeping service because of its scalability, wide range of add-on services and multiple accounting integrations." Bookkeeper360 integrate with both QuickBooks and Xero, giving you the flexibility to work with the platform that best fits your needs. Whether you need monthly bookkeeping or want to expand into weekly reports, payroll, tax filing, or CFO advisory services, Bookkeeper360 grow alongside your business. Backed by a 100% U.S.-based team of accounting professionals and serving more than 1,000 clients nationwide, Bookkeeper360 is built to scale with companies at every stage. Thank you to its clients for trusting Bookkeeper360 with your financial success, and to NerdWallet for recognizing its commitment to helping businesses grow.

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