Basis 365 Accounting

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Basis 365 Accounting is a Finance & Accounting Outsourcing (FAO) company launched in 2012. Their small team is in West Hollywood, California and Irvine, California. Their services include Finance & Accounting Outsourcing (FAO), Accounting, and Back Office Outsourcing.

Client Insights

Industry Expertise

Business services

40%

Consumer products & services

25%

eCommerce

20%

Advertising & marketing

10%

Other industries

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

Overall Rating

4.9
17 Reviews

Basis 365 Accounting provided comprehensive accounting and bookkeeping services for OneTrail Gear, an outdoor e-commerce company. The firm integrated the client's different marketplaces into one QuickBooks software and recommended some technology integrations to make the operations more seamless. They also helped the client migrate to a more robust third-party management system, DEAR Inventory, to manage their inventory. The client appreciated the firm's responsiveness, knowledge, and helpfulness. The project commenced in November 2019 and the client invested around $4,000.

For a luxury computer keyboard company, Basis 365 Accounting offered bookkeeping and financial analysis services. The firm's work was more complex than usual due to the client's special inventory requirements. They used a new inventory software, Unleashed, which required a longer onboarding process. The client found Basis 365 Accounting through a Google search and chose them for their expertise in supporting e-commerce companies with complicated bookkeeping requirements. The engagement began in December 2018 and the client invested $600 per month plus some one-time flat fees for software setup.

Basis 365 Accounting provided end-to-end accounting services for Sustainable Travel Store, a sustainable e-commerce company. The firm helped the client set up ongoing support for bookkeeping, guided them on tax issues and e-commerce specific practices, and integrated their technology including Stripe, PayPal, and Oracle. They also trained the client's employees on the new system. The client appreciated the firm's flexibility, clear proposal, and scalability. The engagement started in June 2019 and the client invested under $10,000.

Timeliness

4.9

Service Excellence

4.9

Value

4.9

Would Recommend

5.0