Basis 365 Accounting
visit site- $1,000+
- 10 - 49 employees
- West Hollywood, CA
Basis 365 Accounting is a cloud-based accounting and financial management firm based in Irvine, Calif. Founded in 2012, they have fewer than 10 employees and work with mainly small businesses in the business services, consumer products, and advertising and marketing industries. They specialize in financial accounting, bookkeeping, and tax preparation.
Client Insights
Industry Expertise
40%
25%
20%
10%
5%
Client Size Distribution
Small Business (<$10M) 80%
Midmarket ($10M - $1B) 20%
Common Project Size
<$10K 3 projects
$50K-$199K 3 projects
Clients
- B2B CFO
Highlights from Recent Projects
Basis 365 Accounting undertook the complex bookkeeping and financial analysis for a luxury computer keyboard company. The client's business model, involving different stages of manufacturing at different locations, required nuanced understanding of accrual accounting and inventory. Basis 365 addressed these unique challenges by implementing new inventory software and setting up automated processes. The project is ongoing and the client was impressed with Basis 365's combination of automation and thoughtful human intervention in their bookkeeping approach.
In a project with OneTrail Gear, an outdoor gear e-commerce company, Basis 365 Accounting provided comprehensive financial services. The firm integrated different marketplaces into QuickBooks software for the client and recommended technology integrations for seamless operations. Additionally, they guided the client towards a third-party management system for inventory and trained the staff to use it. The client appreciated Basis 365's responsiveness, knowledge, and transparency.
Basis 365 Accounting provided end-to-end accounting services for Sustainable Travel Store, a new e-commerce venture. The firm assisted the client with technology integrations, including Stripe for credit card processing, PayPal, and Oracle for inventory management. They also trained the staff on creating purchase orders. The client appreciated Basis 365's flexible approach and their ability to scale their services as per the client's needs.