Bookkeeper
UnclaimedNationwide accounting and tax experts providing secure online services for individuals and organizations.
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TL;DR - Bookkeeper
- Provides nationwide accounting and tax expertise.
- Offers secure online services through CountingWorks platform.
- Includes features like eSign, file sharing, and appointment setting.
Pricing: Paid only
Best for: Enterprises & pros
What is Bookkeeper?
Bookkeeper.com offers a suite of online services for accounting and tax needs, leveraging the CountingWorks, Inc. technology platform to ensure a secure environment. The services are designed for both individuals and organizations, allowing users to manage their financial "stuff" including files, content, messages, and contacts.
The platform provides features such as eSign capabilities, secure file sharing, email newsletters, and appointment setting. It emphasizes user control over their data, while also requiring permissions for essential service functions like hosting, backing up, and scanning content. Bookkeeper.com aims to simplify financial management and compliance by offering a secure and feature-rich online portal.
Available on: Web
Pros & Cons
Pros
- Secure environment for financial data (uses CountingWorks, Inc. platform)
- Offers multiple useful features for financial management
- Allows sharing of 'Your Stuff' with others
- Nationwide expert services
Cons
- Specific pricing information is not readily available on the provided pages
- Detailed list of accounting and tax services is not explicitly stated
- Relies on a third-party platform (CountingWorks) which might be a concern for some users
Key Features
eSign capabilitiesFile sharingEmail newslettersAppointment settingSecure data hosting and backup
Pricing Plans
Pricing checked Jul 27, 2026
Small Business
$399/Billed Monthly
- Annual Gross Revenue: $500,000
- Monthly Transaction Volume: 100
- Service Level: Monthly
- Onboarding: 1-2 weeks
- Dedicated Bookkeeper and Account Manager
- Month End Close with Bank/Credit Card Reconciliation
- Balance Sheet, Profit & Loss, Statement of Cash Flows
- Cash or Accrual
- Secure Portal with Document Storage
- Online Support: Limited option
- Bill Pay*: 5
- Monthly Scheduled Meetings: Unlimited
- Lite CFO and Advisory Services: Unlimited
- Separation of transactions by Class/Location/Department: Unlimited
Small Business Plus
$599/Billed Monthly
- Annual Gross Revenue: $750,000
- Monthly Transaction Volume: 200
- Service Level: Semi-monthly
- Onboarding: 2-3 weeks
- Dedicated Bookkeeper and Account Manager
- Month End Close with Bank/Credit Card Reconciliation
- Balance Sheet, Profit & Loss, Statement of Cash Flows
- Cash or Accrual
- Secure Portal with Document Storage
- Online Support: Unlimited
- Bill Pay*: 20 monthly invoices
- Monthly Scheduled Meetings: 30 minutes
- Lite CFO and Advisory Services: Unlimited
- Separation of transactions by Class/Location/Department: Unlimited
Small Business Advanced
$799/Billed Monthly
- Annual Gross Revenue: $1,000,000
- Monthly Transaction Volume: 300
- Service Level: Weekly
- Onboarding: 3-4 weeks
- Dedicated Bookkeeper and Account Manager
- Month End Close with Bank/Credit Card Reconciliation
- Balance Sheet, Profit & Loss, Statement of Cash Flows
- Cash or Accrual
- Secure Portal with Document Storage
- Online Support: Unlimited
- Bill Pay*: 40 monthly invoices
- Monthly Scheduled Meetings: 45 minutes
- Lite CFO and Advisory Services
- Separation of transactions by Class/Location/Department
Custom
Contact us
- Annual Gross Revenue: $1,000,000 +
- Monthly Transaction Volume: 300 +
- Service Level: Weekly
- Onboarding: 3-4 weeks
- Dedicated Bookkeeper and Account Manager
- Month End Close with Bank/Credit Card Reconciliation
- Balance Sheet, Profit & Loss, Statement of Cash Flows
- Cash or Accrual
- Secure Portal with Document Storage
- Online Support: Unlimited
- Bill Pay*
- Monthly Scheduled Meetings
- Lite CFO and Advisory Services
- Separation of transactions by Class/Location/Department
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Bookkeeper FAQ
How does Bookkeeper facilitate secure financial management for organizations?
Bookkeeper provides a secure online portal leveraging the CountingWorks, Inc. technology platform, enabling organizations to manage their financial files, content, messages, and contacts. It includes features like eSign capabilities and secure file sharing to streamline financial operations and compliance.
Which teams would benefit most from using Bookkeeper?
Bookkeeper is best suited for individuals and organizations that require a secure and comprehensive online platform for managing their accounting and tax needs. Teams handling sensitive financial data and requiring features like eSign and secure file sharing would find it particularly useful.
How is Bookkeeper priced?
Bookkeeper is a paid product and does not offer a permanently free tier. Specific pricing details are not readily available, but it operates on a model where users subscribe to access its features and services.
Can Bookkeeper be used to share financial documents with others securely?
Yes, Bookkeeper allows users to securely share their financial 'stuff' with others through its online portal. This feature is designed to ensure that sensitive financial information can be exchanged safely and efficiently.
What kind of limitations should users be aware of when considering Bookkeeper?
Users should note that Bookkeeper relies on the CountingWorks, Inc. technology platform, which might be a consideration for those preferring a fully in-house solution. Additionally, a detailed list of specific accounting and tax services is not explicitly provided.
How does Bookkeeper compare to QuickBooks for managing client interactions?
Bookkeeper offers specific features like secure file sharing, eSign capabilities, and appointment setting within its client portal, which are designed to streamline interactions. While QuickBooks also offers client management, Bookkeeper emphasizes its secure environment via the CountingWorks platform for these interactions.
Does Bookkeeper offer tools for client communication and scheduling?
Yes, Bookkeeper includes features such as email newsletters and appointment setting, which facilitate client communication and scheduling. These tools are integrated into the secure online portal to help manage client relationships effectively.
Source: bookkeeper.com