Business Details
14 Years
experience
Expert Outsourced Accounting for Scaling Businesses
Basis 365 is a forward-thinking outsourced accounting firm dedicated to empowering growing businesses with specialized financial solutions. Since 2012, our team has developed a proprietary P-R-O-F-I-T approach that focuses on performance, relationships, and scalable strategies tailored for agencies, consultancies, and technology companies. We leverage cloud-based technology and automation to deliver timely reporting, optimized processes, and expert guidance that aligns with the unique needs of businesses ranging from $1M to $20M in revenue.Our four-member team model ensures continuity and reliability, providing clients with proactive insights into cash flow, profitability, and operational efficiency. Backed by proven methodologies and a commitment to transparency, we help clients build strong financial foundations for sustainable growth. With nationwide virtual operations, our Irvine-based team partners with businesses to transform accounting challenges into strategic advantages.
Services
Outsourced accounting
Bookkeeping services
Payroll management
Financial reporting
Cash flow forecasting
Job profitability analysis
Budgeting support
Details
- Year established: 2012
Highlights and features
- We implement our proprietary P-R-O-F-I-T methodology for performance-driven financial management.
- Our team of four professionals ensures business continuity and redundancy.
- We specialize in industry-specific reporting for agencies and SaaS/tech companies.
- Our dedicated team has served growing businesses since 2012.
- We guarantee fixed pricing and service quality with 100% transparent billing.
What people say
Timely reporting
Expert guidance
Enhanced business continuity
Scalable solutions
Proactive insights
Services
Outsourced accounting
Our outsourced accounting services provide growing businesses with dedicated financial expertise that scales with their needs. We handle complete accounting functions including transaction processing, month-end close, and strategic reporting. Clients receive real-time financial visibility through cloud platforms like Xero and QuickBooks while benefiting from our industry-specific knowledge of agencies and tech companies.
Bookkeeping services
We deliver comprehensive bookkeeping services that maintain accurate financial records through automated systems and expert manual verification. Our team manages accounts receivable, accounts payable, and daily transaction processing while implementing optimized workflows. Clients receive clean, organized financial data that forms the foundation for strategic decision-making and regulatory compliance.
Payroll management
Our payroll management service ensures accurate and timely employee compensation through integrated platforms like Gusto and QuickBooks. We handle payroll processing, tax filings, and compliance documentation while maintaining strict data security. Businesses benefit from automated workflows combined with expert oversight to minimize errors and maximize regulatory compliance.
Financial reporting
We provide customized financial reporting that delivers actionable business insights through KPI tracking and cash flow analysis. Our reports include profit-loss statements, balance sheets, and customized dashboards tailored to industry-specific metrics. Clients receive timely, accurate data formatted for strategic planning and operational improvements.
Cash flow forecasting
Our cash flow forecasting service helps businesses anticipate financial needs through detailed analysis of inflows and outflows. We track receivables, expenses, and operating costs while providing proactive recommendations. Clients gain confidence in financial planning with automated forecasting tools and strategic guidance to optimize liquidity.
Questions
What is outsourced accounting?
Outsourced accounting involves external experts managing your financial operations instead of hiring internal staff, providing professional expertise at predictable costs.
What services are included?
We handle transaction processing, accounts receivable/payable, payroll, month-end close, management reporting, and budgeting with proactive financial insights.
What are the cost benefits?
Outsourcing eliminates full-time employee costs with a team-based approach that typically costs less than one internal hire while providing broader expertise.
How does the team structure work?
Each client receives a dedicated team of four professionals covering daily operations, reconciliations, and monthly closes to ensure comprehensive support and continuity.
Which industries do you specialize in?
We focus on professional services firms including agencies, consultancies, and technology companies, with reporting tailored to industry-specific metrics.
How do you ensure business continuity?
Our team-based approach prevents single-point failures by maintaining four dedicated professionals who cross-train and document processes thoroughly.
Reviews (6)
Charles Drengberg
May 17, 2020
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We've been working with Basis for a few years now, and they've been amazing at helping us as we grow. The team we've worked with has done a fantastic job of supporting us along the way.
Jamie Garelli
May 25, 2018
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I cant say enough great things about Basis 365! Everyone on their team take a genuine interest in our success and will stop at nothing to ensure were happy. Their quality of work is exceptional and they leverage the latest technology to streamline the accounting process. Additionally, because of their extensive resource base, I can now focus on running my business rather than struggling with journal entries and inaccurate reports. Working with Basis 365 is truly an enjoyable experience and I look forward to our partnership for years to come.
Nick Mountford
Dec 16, 2015
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These guys are great. They are very reliable, have a smooth workflow and embrace web technology for accounting which enables our business to run much more efficiently.
Dan Fairbairn
Dec 08, 2015
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As a supplier to Basis 365, we have been involved in system setups for their clients. The guys at Basis are SO easy to work with, and have the best treatment of their clients. We'd be happy to recommend them to any forward thinking businesses in the area, and look forward to much more work together.
Directive
Nov 07, 2015
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Mike Doan and Rhett Molitor are two experienced accountants with a love for technology that helps them deliver quality reporting and practical insights. Basis 365 is the real deal. Paperless, streamlined accounting services have helped our small business scale at a measured rate that wouldn't have been possible with our old software. The Xero software combined with Zen Payroll have made financial decision-making much easier. We have only been with Basis for a short time but if our satisfaction is any indication we'll be with these accounting progressives for years to come!
Kyle Bjordahl
Nov 05, 2015
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We've been with Basis for almost a year now, and I can truly say that Rhett, Mike and the whole team are exactly what we were looking for in an accounting firm for our consulting group. We have some unique needs, and they have been more than willing to develop new processes and methods to support us. I'm a huge fan of their tech-savvy workflow, and can honestly say that they have made my life so much easier, just by the simple workflows they have in place to handle day to day accounting tasks.
