Bookkeeper.com Review: Features and Pricing for 2022
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.
Eric is a staff writer at Fit Small Business and CPA focusing on accounting content. He spends most of his time researching and studying to give the best answer to everyone.
This article is part of a larger series on Accounting Software.
Pricing starts at $399 for 100 monthly transactions.
What We Recommend Bookkeeper.com For
If you’re looking to streamline your methods and work with one company for all of your financial needs, then Bookkeeper.com might be the right choice for you, especially if you already use QuickBooks Online. The service is also a good fit for small businesses that are looking for general business advice or tax preparation and planning.
Who Bookkeeper.com Is Best For
- Busy owners who want to outsource their bookkeeping: We chose Bookkeeper.com as the best online bookkeeping service for businesses that want a full-service accounting firm. Bookkeeper.com is a terrific option for business owners who want to streamline their bookkeeping tasks.
- QuickBooks Online users: Bookkeeper.com offers more services to QuickBooks Online users than the QuickBooks Live bookkeeping service, including payroll, business advice, bill pay, and tax preparation.
- Small businesses: Bookkeeper.com fills the traditional role of a certified public accountant (CPA) by extending services beyond basic number crunching and data entry to offer general business advice.
Who Bookkeeper.com Is Not a Good Fit For
- Xero users: Bookkeeper.com doesn’t support Xero users. If you want to continue to use Xero, check out Bookkeeper360 for assisted bookkeeping services.
- Budget-minded users: Merritt Bookkeeping has a less-expensive service that offers assistance with basic bookkeeping tasks like classifying transactions and reconciling accounts.
- Bookkeeping firms: Bookkeeper.com is designed to replace, not assist, the traditional bookkeeping firm. However, bookkeeping firms can partner with Botkeeper to provide exceptional bookkeeping services to their own clients while minimizing data entry.
If you’re not sure 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 Pros & Cons
| PROS | CONS |
|---|---|
| All-in-one bookkeeping, tax, and consulting solution | High monthly service fee |
| Individual attention for every client with your dedicated bookkeeper | No free trial available |
| Interactive web page with a client and learning center | No mobile app |
| Secure online network that ensures accurate processing of your financial data | Some costs aren’t published unless you contact sales |
| Effortless and cost-effective payroll processing | |
Bookkeeper.com vs Competitors
 |  |  | |
|---|---|---|---|
Monthly Pricing | Starts at $399 | Starts at $200 | Starts at $299 |
Cleanup Fee | N/A | $500 | $299 |
Basis of Limits | Monthly transactions | Average monthly expenses | No limit |
Range of Limits | 100 to 300 transactions | $0 to $150,001 or more | No limit |
Account Reconciliation | ✓ | ✓ | ✓ |
Categorize Expenses | ✓ | ✓ | ✓ |
Prepare Financial Statements | ✓ | ✓ | ✓ |
Call Your Bookkeeper | N/A | ✓ | ✓ |
In-app Bookkeeping Support | ✓ | ✓ | ✓ |
Live Video Conference With Bookkeeper | N/A | ✓ | N/A |
Cash or Accrual Accounting | ✓ | ✓ | ✓ |
Tax Filing of S Corporations (S-corps) & Partnerships | ✓ | N/A | ✓ |
Tax Filing of C Corporations (C-corps) & Sole Proprietors | ✓ | N/A | ✓ |
1099 Service | ✓ | N/A | ✓ |
Consulting & Advisory | Separate fee | N/A | N/A |
Bookkeeper.com Pricing
There are four subscription levels available, which depend on the number of monthly transactions and frequency of service. The least-expensive plans start with bookkeeping basics like 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 | One to two weeks | Two to three weeks | Three to four weeks | Three to four 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 Chief Financial Officer (CFO) & Advisory Services | N/A | ✔ | ✔ | ✔ |
Separation of Transactions by Class, Location & Department | N/A | N/A | ✔ | ✔ |
*Doesn’t include software subscription and banking fees.
Bookkeeper.com Features
For ease of use, versatility, and scalability, Bookkeeper.com is difficult to beat. Bookkeeper.com manages your accounts using QuickBooks Online or QuickBooks Desktop.
Dedicated Bookkeeper and Account Manager
Upon enrollment, you’ll be assigned your own dedicated bookkeeper and account manager who will assist with onboarding activities and serve as your point of contact for any issues that may arise. With a dedicated bookkeeper, you can focus more on growing your business while letting Bookkeeper.com maintain the books.
Their bookkeepers will also help you find the accounting practices that best match your business needs. Whether it’s cash, accrual, or modified cash basis, Bookkeeper.com experts will help determine the accounting basis that will provide you with the most relevant and useful financial information.
Month-end Close With Bank and 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 Reporting
Your bookkeeper will provide a balance sheet, statement of profit and loss (P&L), and statement of cash flows, plus customized reports. There are also financial calculators available within the software, which allow you to play with different scenarios, along with graphs, charts, and tables.
Tax Preparation and Planning
Bookkeeper.com will help file your returns while also helping you to minimize your tax liability with careful planning. The tax services include the following:
- 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
Tax experts at Bookkeeper.com will help you reduce tax liability by teaching you tax-saving strategies. They’ll teach you the basics of taxation and how taxes are computed. In addition, Bookkeeper.com’s tax experts will help you maximize after-tax income by deferring income and managing investments.
Payroll Management
Bookkeeper.com offers a comprehensive payroll solution that releases you from the burden of monthly payroll processing. 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
Bookkeeper.com adheres to the data security regulations as required by federal compliance agencies, ensuring that your data is safe.
Bookkeeper.com: Working With Your Bookkeeper
When you become a Bookkeeper.com client, you’ll have access to a dedicated team that looks after your business interests. Your bookkeeper will provide the financial tools and reporting necessary to focus on what’s most important—growing your business and making the best decisions for your financial needs.
How Does the Bookkeeper.com Onboarding Process Work?
After signing up with Bookkeeper.com, you’ll maintain access to your QuickBooks account so that you can monitor activities performed by Bookkeeper.com on your behalf and access up-to-date financial reports. The onboarding process involves connecting your bank accounts to your QuickBooks software, downloading your statements automatically, and classifying them in QuickBooks.
How Can I Get in Touch With My Bookkeeper.com Bookkeeper?
You can contact Bookkeeper.com via the online form or over the phone. You can view your company’s transactions, upload your documents, and request an appointment with your bookkeeper through the Client Portal.
Am I Able to Access My Financials on My Own?
You can access your dashboard in the QuickBooks portal to view your financial data whenever you like.
Bookkeeper.com Mobile App
QuickBooks Online has a mobile app that you can use to access your books, but there’s no mobile app that allows you to communicate with Bookkeeper.com.
Bookkeeper.com Reporting
QuickBooks is top-notch—it has extensive reporting capabilities and a highly customizable dashboard. There are several options, such as collapsible charts and graphs, which allow you to make the dashboard as complicated or simple as you’d like. You’ll have access to standard financial reports that are sent on a monthly basis, such as the balance sheet, P&L statement, and statement of cash flows. This is available with any subscription plan. Additional reports can be provided upon request.
Bookkeeper.com Alternatives
Best for: Small businesses that use Xero software | Best for: Budget-minded users with basic bookkeeping needs | Best for: 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) |
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 your money. With access to a team of qualified finance professionals and training available when needed, it has a cloud-based setup that covers numerous accounting and bookkeeping tasks. Bookkeeper.com offers a comprehensive bookkeeping solution with more services for QuickBooks users than QuickBooks Live, including payroll, tax preparation, and business advice.
