B

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.

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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 SoftwareFintechFinancial Services

Company Size

51-200

Company Stage

Seed

Total Funding

$5.5M

Headquarters

Oyster Bay, NY

Founded

2012

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Simplify's take

What believers are saying

  • October 21, 2026 Xero partnership expands monetizable AP/AR workflows inside existing client base.
  • June 2, 2026 Inc. Best Workplaces and July 2 NerdWallet win strengthen recruiting and trust.
  • April 21, 2026 COO hire signals scale, acquisitions, and proprietary software investment.

What critics are saying

  • Xero and Melio control core payment rails; pricing and roadmap dependence is concentrated.
  • Competitors like Bench, QuickBooks, and local firms commoditize bookkeeping and squeeze margins.
  • If the October 2026 integration underperforms, Bookkeeper360 loses its main differentiation and growth engine.

What makes Bookkeeper360 unique

  • October 21, 2026 Xero white-label AP/AR integration gives branded embedded payments.
  • Bookkeeper360 bundles bookkeeping, payroll, tax, HR, and fractional CFO in one platform.
  • BOLT virtual CFO monitors cash flow, tax liabilities, and revenue in real time.

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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
$2.3M
$3M
$3.5M

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

6 month growth

0%

1 year growth

-1%

2 year growth

-2%
Unix Commerce
Oct 22nd, 2026
Xero and Bookkeeper360 launch groundbreaking accounting integration.

Xero and Bookkeeper360 launch groundbreaking accounting integration. Xero has announced a strategic partnership with Bookkeeper360, introducing a unique integration that promises to redefine how small businesses manage their accounts payable (AP) and accounts receivable (AR). This innovative collaboration merges Xero's financial software capabilities with Bookkeeper360's cloud-based accounting tools. For small business owners, this means access to streamlined payment processes and enhanced financial management right at their fingertips. The integration allows Bookkeeper360 to embed Xero and Melio's top-notch AP and AR services directly within its platform. As a result, accounting firms can offer these powerful tools under their own brand, creating a seamless and cohesive user experience without necessitating a switch to separate platforms. This is especially vital for small businesses that rely on efficient financial operations to thrive in an increasingly competitive landscape. Jonathan Meltzer, Managing Director, US at Xero, described the significance of this integration: "Our custom integration with Bookkeeper360 demonstrates what's possible when platform connectivity is at its best. By utilizing both Xero and Melio's combined capabilities, we've created an even more powerful ecosystem that ensures Bookkeeper360's customers have direct access to accounting, payments, payroll, and analytics capabilities in environments that are native to their core workflows." The benefits of this collaboration for small businesses are compelling. Firstly, the ability to embed an integrated financial tool means that small business owners can access a firm-branded user interface inclusive of single sign-on features, portals, and internal tools without disrupting their existing workflows. This allows for a more intuitive experience, reducing the typical friction associated with using multiple platforms. Moreover, the integration comes with support from dedicated engineering teams, ensuring that businesses benefit from a robust solution that can scale over time. This is particularly crucial for small and mid-sized businesses looking to grow; having enterprise-level resources at their disposal can make a significant difference in maintaining efficient operations. Cost efficiency is another major advantage. The new solution prioritizes a lower total cost of software, eliminating per-seat fees commonly associated with traditional systems. By removing platform subscription fees and focusing on simple per-client pricing, small businesses can allocate their budget more effectively, which can aid in reducing operational costs. David Emmerman, Chief Operating Officer of Bookkeeper360, emphasized the impact of this partnership: "Our focus has always been on combining expert accounting services with technology that makes managing finances easier for growing businesses. Our partnership with Xero allows us to further enhance that experience by bringing accounting and payment workflows together, helping our clients save time, streamline operations, and gain greater control over their finances." While the advantages of this integration are clear, small business owners should also be aware of potential challenges. First, the smooth adoption of the new system will depend on the existing technology used by the businesses. Companies already embedded in different software ecosystems may find initial integration hurdles to address. Transitioning to a new system can require time and possibly training, which could temporarily disrupt daily operations. Furthermore, as with any tech integration, ongoing compliance and security are paramount. Businesses will need to ensure that the new system adheres to regulatory standards, especially regarding data privacy and financial security, to mitigate risks associated with financial operations. For small business owners seeking to enhance their financial management processes, this partnership between Xero and Bookkeeper360 appears to be a promising development. The integration of industry-leading tools within a unified platform has the potential to empower businesses, streamline operations, and ultimately drive growth. For further details on this development, visit Xero's official announcement here. Image via Google Gemini

PR Newswire
Oct 21st, 2026
Xero and Bookkeeper360 launch first custom white-label AP and AR integration powered by Melio

Xero has partnered with Bookkeeper360 to launch a custom integration, the first of its kind for the company. It embeds the accounts payable (AP) and accounts receivable (AR) tools of Melio, a Xero company, into the Bookkeeper360 platform as a white-label solution. Bookkeeper360 can offer clients AP and AR services under its own brand, without asking them to switch platforms. Xero says the setup includes firm-branded interfaces, dedicated engineering support, and pricing with no per-seat fees. "Our custom integration with Bookkeeper360 demonstrates what's possible when platform connectivity is at its best," said Jonathan Meltzer, managing director, US at Xero. Xero says other accounting firms can use the capability, whether or not they use Xero. It ties the move to its US growth strategy, as firms seek integrated platforms.

Bookkeeper360
Oct 19th, 2026
Bookkeeper360 named as top startup advisory service provider by Eton.

Bookkeeper360 named as top startup advisory service provider by Eton. What to look for in your next startup advisors. When choosing a startup advisory service provider, make sure they have the following: * Startup-specific experience: Choose advisors with a background in startups, as they're familiar with the fast-paced and often unpredictable nature of the startup world. * Deep industry knowledge: Advisors who deeply understand your sector can offer insights that go beyond general advice for complex issues like VC negotiations and precise valuations. * Strong reputation: A well-regarded advisor brings reliability and boosts your startup's chances of success. * Proven track record: Past successes indicate a capability to deliver meaningful results. * Quick turnaround time: Advisors must respond swiftly in a fast-moving startup environment. For example, at Eton, Bookkeeper360 deliver valuations in under 10 days. * Startup-friendly pricing: Flexible and transparent pricing that accommodates tight budgets. Options include deferred payment plans, tiered packages, and performance-based fees. * Exceptional communication: To set a solid foundation for startups, advisors must respond promptly, provide clear, actionable advice, and give thorough explanations. 12 top startup advisory service providers in 2026. Here are my best recommendations for each type of advisory you need as a startup founder: By: Chris Walton, JD, President and CEO, Eton Ventures

Bookkeeper360
Aug 13th, 2026
The pros and cons of entrepreneur networking groups.

The pros and cons of entrepreneur networking groups. With all the challenges of building a company, isolation may be the toughest and it can get lonelier as you grow. Once you have more employees, investors, clients and a leadership team relying on you, certain concerns can't be raised with them the same way. You need trusted peers who've been through it, a safe place for honest talk about what's actually keeping you up at night. I'm active in several entrepreneur groups. I joined the Entrepreneurs' Organization (EO) to surround myself with like-minded owners, and I now serve as president of EO's Long Island Chapter, which keeps me close to the local business community. I'm also a Long Island Chapter member of the Young Presidents' Organization (YPO), for a broader perspective outside my industry, and a member of Hampton, where I can raise something like a term sheet and get an honest gut check within minutes. It's the combination of viewpoints that works best since each pulls a different kind of peer into the room. About 10 years ago, when my company (Bookkeeper360) was just starting out, I joined a local business referral group and met Terry Rubenfeld, a fractional CFO from Long Island. Terry joined Bookkeeper360 full-time in the early days and now leads its Advisory Services division as its internal CFO. You never know who you'll meet if you don't put yourself out there. By the way, you don't have to be a natural "schmoozer" to utilize networking groups. If you're introverted, start with a small forum, say eight to 10 people, before going to a 200-person mixer. That's often where real value lives. Ask for help with one or two specific challenges you're having, not for advice about the entire company strategy. The key is to be willing to share, give back and listen. The best groups also enforce a no-solicitation rule. You're there to get candid help with a real problem, not to hand out business cards. Networking is like a muscle, the more you use it, the stronger you get and the more confident you become. That will carry over into pitches, presentations and everyday interactions with your team. At 10 employees, I needed tactical help: How do you price a service, collect an invoice, find your next client? Almost any local business group can deliver that. At 100 employees, running a remote team nationwide, the questions turned strategic: Capital allocation, leadership structure, building a connected culture without a shared office. These are decisions to stress-test with founders running similarly sized, distributed companies. Once the problems in the room stop matching yours because your business has outgrown the average member's, it's time to move on. Reasons to join a networking group. Gets you out of your own head and your own office. Real personal development, not just professional. Sharpens how you explain your own business, since you're pushed into becoming the expert in the room. Genuine friendships with people who understand the pressure you're under. A wider circle you can call for a fast, specific answer. Access to knowledge and mistakes other founders already paid for. Visibility that compounds. I once landed clients from a taco party. Drawbacks. Time. It takes a while to know if you've joined the right one. Cost. Some groups are expensive. Personality conflicts and quiet competition. Skill and stage mismatches. If other members are years ahead or behind, conversations stop being useful. It's hard to measure ROI precisely. But think about the value of a chance meeting with your next Terry Rubenfeld, or the dollar value of a bad deal you walked away from. Ask: Am I leaving meetings with something I'll act on? If not, find a better group. Networking and peer-to-peer learning groups are like joining a gym: You get out of it what you put in. The payoff isn't immediate, but it compounds if you show up consistently, come with a plan, and are a better listener than talker. Nick Pasquarosa is the founder and CEO of Bookkeeper360 in Woodbury.

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.

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