Bookkeeper.com Review: Features, Pricing & Alternatives 2023
Tim is a Certified QuickBooks Time (formerly TSheets) Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content.
Danielle is a writer for the Finance division of Fit Small Business. She has owned a bookkeeping and payroll service that specializes in small business, for over twenty years.
This article is part of a larger series on Accounting Software.
For more than 25 years, Bookkeeper.com has billed itself as an all-in-one small business solution, covering several aspects of a business in one package. Its team of financial specialists provides a full range of accounting, bookkeeping, consulting, payroll, and business services. It also has QuickBooks ProAdvisors who will manage your books with either QuickBooks Desktop or QuickBooks Online. The service is online and cloud-based, making it convenient for those working remotely.
Overall Score:
3.4 / 5
What We Like
- All-in-one bookkeeping, tax, and consulting solution
- Individual attention for every client with your dedicated bookkeeper
- Interactive web page with a client and learning center
- Effortless and cost-effective payroll processing
What's Missing
- High monthly service fee
- No free trial
- No mobile app
- Some costs aren’t revealed unless you contact sales
Pricing
- Small Business: $399
- Small Business Plus: $599
- Small Business Advanced: $799
- Custom: Customized pricing
Use Cases
If you’re unsure whether assisted bookkeeping is right for you, read our guide to the best small business accounting software for great do-it-yourself (DIY) accounting software options.
Bookkeeper.com Deciding Factors
Supported Bookkeeping Software | QuickBooks Online and QuickBooks Desktop |
Pricing | Starting at $399 per month |
Additional Cost for QuickBooks Software | $30 to $200 per month |
Free Trial of Bookkeeper.com | ✕ |
Assigned a Personal Bookkeeper? | ✓ |
Bookkeeper Communications | |
Monthly Account Reconciliations & Financial Statements | ✓ |
Back-office Services Like Customer Invoicing & Bill Pay | ✓ |
Full Service Payroll Available | ✓ |
Tax & Consulting Services Available | ✓ |
Bookkeeper.com Alternatives
Best for small businesses using Xero software | Best for budget-minded users with basic bookkeeping needs | Best for chief financial officers (CFOs), CPAs, and accounting professionals |
Starting at $399 per month for up to $20,000 in monthly expenses | $190 per month flat fee | Starting at $55 per month (client entity fee) and $1,000 per month (platform and tools) |
There are four subscription levels, which depend on the number of monthly transactions and frequency of service. The least expensive plans start with bookkeeping basics, such as account reconciliation and generating financial reports. If your company needs additional services like payroll management, tax filing, or budget preparation services, Bookkeeper.com will create a customized quote based on the size and needs of your business.
Small Business | Small Business Plus | Small Business Advanced | Custom | |
|---|---|---|---|---|
Monthly Cost | $399 | $599 | $799 | Custom pricing |
Company Size | 100 monthly transactions | 200 monthly transactions | 300 monthly transactions | Custom |
Service Level | Monthly | Semimonthly | Weekly | Weekly |
Onboarding | 1 to 2 weeks | 2 to 3 weeks | 3 to 4 weeks | 3 to 4 weeks |
Dedicated Bookkeeper & Account Manager | ✓ | ✓ | ✓ | ✓ |
Month-end Close With Bank Card & Credit Card Reconciliation | ✓ | ✓ | ✓ | ✓ |
Balance Sheet, Profit and Loss (P&L) & Statement of Cash Flows | ✓ | ✓ | ✓ | ✓ |
Cash or Accrual | ✓ | ✓ | ✓ | ✓ |
Secure Portal With Document Storage | ✓ | ✓ | ✓ | ✓ |
Online Support | Limited | Unlimited | Unlimited | Unlimited |
Bill Pay* | N/A | 20 monthly invoices | 40 monthly invoices | ✓ |
Monthly Scheduled Meetings | N/A | 30 minutes | 45 minutes | ✓ |
Lite CFO & Advisory Services | N/A | ✓ | ||
Separation of Transactions by Class, Location & Department | N/A | N/A | ✓ |
*Doesn’t include software subscription and banking fees.
Upon enrollment, you’ll be assigned a dedicated bookkeeper and account manager who will assist with onboarding activities and serve as your point of contact for any issues that may arise. The onboarding process involves connecting your bank accounts to your QuickBooks software, downloading your statements automatically, and classifying them in QuickBooks.
Bookkeeper.com manages your accounts using QuickBooks Online or QuickBooks Desktop. You’ll maintain access to your QuickBooks account so that you can monitor the activities performed by Bookkeeper.com on your behalf and access up-to-date financial reports.
If you have any questions, you can schedule unlimited meetings as needed. Bookkeeper.com can be contacted via the online form or over the phone. You can also view your company’s transactions, upload your documents, and request an appointment with your bookkeeper through the Client Portal. While QuickBooks Online has a mobile app that you can use to access your books, there’s no mobile app that allows you to communicate with Bookkeeper.com.
In our evaluation of the best online bookkeeping services, we rated Bookkeeper.com as the best virtual full-service accounting firm. Its many valuable services include financial reporting, bank and credit card reconciliation, and payroll management. However, while it can help with paying bills, invoicing services aren’t offered. It also doesn’t provide catch-up bookkeeping services.
Month-end Close With Bank & Credit Card Reconciliation
You’ll never have to worry about inaccurate books as your bookkeeper will ensure that your accounts are reconciled and closed on a monthly basis.
Financial Report
Your bookkeeper will provide a balance sheet, statement of P&L, and statement of cash flows, plus customized reports, which are available with any plan. There are also financial calculators available within the software, allowing you to play with different scenarios, along with graphs, charts, and tables. Additional reports can be provided upon request.
Payroll Management
It offers a comprehensive payroll solution that releases you from the burden of monthly payroll processing. These services include:
- Payroll accounting
- Federal and state tax compliance
- Quarterly tax forms
- Year-end tax forms
- Payroll reporting
- W-2 and 1099 processing
Secure Portal With Document Storage
It adheres to the data security regulations as required by federal compliance agencies, ensuring that your data is safe.
Bookkeeper.com will help file your returns while also helping you to minimize your tax liability with careful planning. Its tax services include:
- Individual tax returns
- Business tax returns
- Gift and estate tax returns
- Partnership and corporate tax returns
- Estate and succession planning
- Out-of-state returns
- Business startups
Its tax experts will help you reduce tax liability by teaching you tax-saving strategies and maximize after-tax income by deferring income and managing investments. They’ll also teach you the basics of taxation and how taxes are computed.
Frequently Asked Questions (FAQs)
What types of businesses is Bookkeeper.com right for?
Bookkeeper.com is a good fit for small businesses wanting a full-service accounting firm and QuickBooks users looking for an affordable alternative to QuickBooks Live. It is also ideal for business owners who want to outsource their bookkeeping but still have access to their books.
Who are Bookkeeper.com’s competitors?
Bookkeeper.com’s competitors include QuickBooks Live, Bench, and Bookkeeper360. These top-recommended online bookkeeping services provide a similar selection of services, but Bookkeeper.com scored a perfect 5 out of 5 in our evaluation of tax and consulting services.
How much does Bookkeeper.com cost?
Bookkeeper.com’s prices range from $399 to $799, and they are based on the frequency of service and the number of monthly transactions. Customized quotes are also available based on the needs of your business.
Bottom Line
While Bookkeeper.com may be a sizable investment, it’ll help you to save time and enjoy accurate bookkeeping, making it a good value for money. With access to a team of qualified finance professionals and training when needed, it has a cloud-based setup that covers numerous accounting and bookkeeping tasks. It offers a comprehensive bookkeeping solution with more services for QuickBooks users than QuickBooks Live, including payroll, tax preparation, and business advice.
