Bookkeeper
UnclaimedNationwide accounting and tax experts providing secure online services for individuals and organizations.
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What is Bookkeeper?
Bookkeeper (client portals): Nationwide accounting and tax experts providing secure online services for individuals and organizations. 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. Key capabilities: eSign capabilities, File sharing, Email newsletters, Appointment setting, Secure data hosting and backup. Bookkeeper is paid-only, with most plans including a trial period. Buyers most often compare Bookkeeper against Puzzle, Priority Software, Joiin.
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
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
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
About Bookkeeper
By Toolradar Team·
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.
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Bookkeeper FAQ
What is Bookkeeper?
Bookkeeper.com provides nationwide accounting and tax expert services through a secure online platform. It offers features like eSign, file sharing, email newsletters, and appointment setting to help individuals and organizations manage their financial information.
How much does Bookkeeper cost?
The provided information does not specify the cost of Bookkeeper.com's services. It is likely a paid service, but pricing details are not available on these pages.
Is Bookkeeper free?
Based on the available information, Bookkeeper.com does not appear to offer a free service or free tier. Pricing details are not disclosed, suggesting it is a paid service.
Who is Bookkeeper for?
Bookkeeper.com is for individuals and organizations seeking expert accounting and tax services, who also want a secure online platform to manage their financial documents and communications.
Source: bookkeeper.com