Bookkeeper360
Bookkeeper360 is a US-based cloud accounting and advisory firm serving small and mid-sized businesses across eCommerce, SaaS, healthcare, real estate, nonprofit, and service verticals with bundled bookkeeping, tax, payroll, and fractional CFO services delivered through its proprietary app and a dedicated US-based bookkeeper model.
- Company typePrivate
- Founded2012
- HeadquartersWoodbury, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Bookkeeper360 does
Bookkeeper360, operating legally as Plum Logic, LLC, is a US-based cloud accounting and advisory firm founded in 2012 by Nick Pasquarosa and headquartered in the Long Island/Woodbury, NY area. The company delivers bundled bookkeeping, tax preparation, payroll and HR, fractional CFO advisory, and back-office technology services to small and mid-sized businesses across six verticalized practices — eCommerce, SaaS, Service Businesses, Healthcare, Real Estate, and Nonprofit. Revenue is generated primarily through recurring monthly subscriptions that combine human-delivered services with access to its proprietary Bookkeeper360 App (web and native iOS/Android), which provides real-time financial dashboards, a cashflow analyzer, AI-powered insights, and direct messaging to the client's dedicated bookkeeper. Pricing is quote-based with no public price list; the offering includes a discounted bookkeeping-plus-tax bundle and in-app transaction-fee items such as payroll registrations and 1099 filings.
The underlying technology stack is an integration-heavy platform rather than a ground-up proprietary suite: Bookkeeper360 layers its app, dashboards, and advisory workflows on top of flagship integrations with Xero (where it holds #1 Bookkeeping Partner status and is a 2x Xero Awards winner), QuickBooks, Gusto (Partner Council Member), and Bill.com (Advisory Council), with additional connections to Shopify, FreshBooks, Zenefits, Mercury, and Brex across roughly 700+ third-party applications. AI/ML capabilities are positioned as a feature layer covering predictive cash flow analytics and process automation, without disclosed proprietary models, patents, or research.
The go-to-market is sales-led, with dedicated account executives running consultative selling through free consultations booked via HubSpot, complemented by a self-service website, a partner referral program, and content/SEO-driven top-of-funnel demand generation. The company is fully remote with 51–100 employees, founder-owned with no disclosed institutional investor, and has raised approximately $4.3M across five small funding rounds between 2014 and 2022. Recent strategic emphasis has shifted toward leadership professionalization (COO/CFO appointments in April 2026) and stated intent to pursue strategic acquisitions and scale the proprietary software platform.
Bookkeeper360 firmographics
Firmographics- Name
- Bookkeeper360
- Legal name
- Plum Logic, LLC
- Website
- https://bookkeeper360.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Bookkeeper360 is a US-based cloud accounting and advisory firm serving small and mid-sized businesses across eCommerce, SaaS, healthcare, real estate, nonprofit, and service verticals with bundled bookkeeping, tax, payroll, and fractional CFO services delivered through its proprietary app and a dedicated US-based bookkeeper model.
- Ownership category
- akta.pro rank
Bookkeeper360 industry classification
Industry- Product category
- Outsourced Bookkeeping & Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)
- SIC
- Services-Consumer Credit Reporting, Collection Agencies (7320)
- akta.pro primary industry
- Accounting & Bookkeeping Services (BPAHABAC)
- akta.pro secondary industries
- Expense Management & Reimbursements Administration (BPACAIAH), Expense Management & Employee Reimbursements (FSAGAJAE), Payroll Data Management, Master Data & Employee Setup (BPAAAHAI)
Keywords
Where Bookkeeper360 is headquartered
LocationHeadquarters
- HQ city
- Woodbury
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bookkeeper360 business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription-based Bookkeeping Services: Monthly subscription model for ongoing bookkeeping, payroll processing, tax preparation, and financial advisory services. Includes dedicated bookkeeper assignment and ongoing support.
- CFO Advisory Services: Fractional CFO and advisory services providing strategic financial guidance, forecasting, and planning support
- In-App Purchases: Additional purchases within the software application including Payroll Registrations, Payroll Setup, and 1099 Filings
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Bundle Bookkeeping + Tax package |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Bookkeeper360 product offering
Product offeringCore offering
Bookkeeper360 provides outsourced monthly and catch-up bookkeeping, tax preparation and planning, payroll and HR processing, fractional CFO advisory, and back-office bill pay and accounts receivable services to small and mid-sized businesses. These professional services are delivered and managed through a proprietary cloud-based platform (the Bookkeeper360 App) featuring real-time financial dashboards, AI-powered insights, and mobile access, with native integrations to QuickBooks, Xero, Gusto, and Bill.com.
Product overview
Bookkeeper360 is a financial technology platform providing an integrated suite of cloud-based accounting and advisory services. The core Bookkeeper360 App serves as the central platform offering real-time dashboards, AI-powered insights, and mobile access, which connects to the company's service offerings including Bookkeeping Services, CFO Advisory, Payroll & HR, Tax Services, and Back-Office Technology. The platform integrates with third-party tools including QuickBooks, Xero, Gusto, and Bill.com to deliver comprehensive financial management for small and mid-sized businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Bookkeeper360 App Cloud-based financial management platform providing real-time dashboards, messaging tools, AI-powered insights, cash flow visibility, and mobile access for business financial visibility. Serves small and mid-sized business clients of Bookkeeper360's outsourced finance services.
- Bookkeeping Services Full-service bookkeeping for small and mid-sized businesses, including catch-up and monthly bookkeeping, bank reconciliation, financial reporting, and monthly financial review with a dedicated accountant.
- CFO Advisory Fractional CFO services providing a dedicated FP&A analyst and CFO support, profitability improvements, forecasting, pricing model analysis, and strategic growth guidance for small and mid-sized businesses.
- Payroll & HR Complete payroll processing, time tracking solutions, Gusto integration and setup, employee onboarding and offboarding, and benefits management for small and mid-sized businesses.
- Tax Services Corporate and personal tax preparation, tax planning and advisory, tax defense coverage, state and sales tax nexus compliance, and R&D tax credit study for small and mid-sized businesses and their owners.
- Back-Office Technology Bill pay and accounts receivable management, third-party app implementation, inventory management, and payments processing and expense solutions for small and mid-sized businesses.
Quantifiable outcome
- 4.8/5 customer satisfaction rating based on 200+ Google reviews
- +1 more outcomes
Companies that use Bookkeeper360
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles1 record
Bookkeeper360 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability4 records
Feature4 records
Bookkeeper360 partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core, flagship and minor.
- Canine CompanionscorePartnership began in 2016 with nonprofit Canine Companions that enhances lives of people with disabilities by providing highly trained assistance dogs. CEO Nick Pasquarosa joined as board member in 2018 and was elected board president in 2020. Bookkeeper360 team volunteers at quarterly graduations, dog walks and events.
- XeroflagshipPrimary accounting software integration partner. Bookkeeper360 is Xero's #1 Bookkeeping Partner for 2 consecutive years and a 2x Xero Awards winner. Deep platform integration with Xero's ecosystem of 700+ applications.
- QuickBooksflagshipPrimary accounting software integration partner. Deep integration with QuickBooks Online for bookkeeping, invoicing, and financial management services.
- GustoflagshipPayroll and benefits platform integration. Bookkeeper360 is a Gusto Partner Council Member. Direct integration with Bookkeeper360 App for payroll processing, employee onboarding, and benefits management.
- Bill.comcoreAccounts payable and receivable automation integration. Bookkeeper360 serves on Bill.com Advisory Council for product feedback and development.
- XPACcorePolitical action committee partnership for accounting industry advocacy and policy engagement.
- ShopifycoreE-commerce platform integration for online retailers, providing sales data synchronization and inventory management connectivity.
- GoLeanSixSigmaminorClient partner who has joined Bookkeeper360's community mission, demonstrating cross-business collaboration.
- TAGTminorClient partner who has joined Bookkeeper360's community mission, demonstrating cross-business collaboration.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Bookkeeper360 competitors and assessment
Company assessmentDirect peers
- Pilot.com: Pilot.com provides bookkeeping, CFO advisory, and tax services to startups and SMBs, with a similar human-plus-software delivery model and bundled monthly subscription pricing. It is the most directly comparable competitor to Bookkeeper360 in the US SMB outsourced accounting space.
- Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human accountants to serve SMBs and accounting firms. It directly overlaps with Bookkeeper360 in hybrid AI-bookkeeping delivery for SMB clients and in partner-channel distribution.
- inDinero: inDinero offers bookkeeping, tax, and fractional CFO services for growth-stage SMBs. Its bundled service model and SMB target customer closely mirror Bookkeeper360's positioning.
- 1-800Accountant: 1-800Accountant provides on-demand accounting, bookkeeping, tax, and payroll services to US small businesses and individuals. It competes head-to-head with Bookkeeper360 for SMB outsourced accounting spend.
- Kruze Consulting: Kruze Consulting delivers startup-focused bookkeeping, tax, and CFO advisory with deep vertical expertise in venture-backed companies. It overlaps directly with Bookkeeper360's SaaS and startup SMB segment.
- Paro: Paro operates a marketplace that matches businesses with freelance accountants and finance experts for bookkeeping and CFO work. It competes for the same SMB customer need with a different delivery model.
- Bean Ninjas: Bean Ninjas provides cloud-based bookkeeping and CFO advisory specifically for eCommerce brands using Xero. It overlaps with Bookkeeper360 in Xero-based eCommerce bookkeeping and advisory.
Broad incumbents
- QuickBooks Live: QuickBooks Live is Intuit's own on-demand bookkeeping service layered on top of the dominant US SMB accounting platform. As both a platform and a service provider, it is the largest incumbent competitor and a direct threat to Bookkeeper360's core offering.
- Xero: Xero is one of the two dominant cloud accounting platforms and Bookkeeper360's flagship integration partner. It is a peer as well as a partner because Xero increasingly offers advisory and app-driven services that can compete with Bookkeeper360's own value proposition.
Others
- Bench (now shut down): Bench was the highest-profile direct US competitor offering bundled monthly bookkeeping and reporting for SMBs before shutting down in late 2023/early 2024. It is included as historical context for the category rather than as an active competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Bookkeeper360 social profiles
Digital presenceBookkeeper360 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bookkeeper360 leadership team
Management profileNumber of profiles
Profiles8 records
Bookkeeper360 funding detail
Funding detailFunding overview
Funding rounds5 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bookkeeper360 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bookkeeper360
What does Bookkeeper360 do?
Bookkeeper360 provides outsourced monthly and catch-up bookkeeping, tax preparation and planning, payroll and HR processing, fractional CFO advisory, and back-office bill pay and accounts receivable services to small and mid-sized businesses. These professional services are delivered and managed through a proprietary cloud-based platform (the Bookkeeper360 App) featuring real-time financial dashboards, AI-powered insights, and mobile access, with native integrations to QuickBooks, Xero, Gusto, and Bill.com.
Is Bookkeeper360 a public or private company?
Bookkeeper360 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bookkeeper360 founded?
Bookkeeper360 was founded in 2012. It employs 51 to 100 people.
Where is Bookkeeper360 based?
Bookkeeper360 is headquartered in Woodbury, United States, in the North America region.
How does Bookkeeper360 make money?
Three revenue lines are on record. Subscription-based Bookkeeping Services are the primary driver. The others are CFO Advisory Services and in-App Purchases.
Who are Bookkeeper360's main competitors?
Direct peers on record are Pilot.com, Botkeeper, inDinero, 1-800Accountant, Kruze Consulting, Paro and Bean Ninjas. Broad incumbents are QuickBooks Live and Xero. Bench (now shut down) is listed as an others.
Does Bookkeeper360 have an API?
No public API is recorded for Bookkeeper360.
What industry is Bookkeeper360 in?
Bookkeeper360's product category is Outsourced Bookkeeping & Accounting Services. Its primary akta.pro industry code is BPAHABAC, Accounting & Bookkeeping Services, with a secondary code of BPACAIAH, Expense Management & Reimbursements Administration. Its NAICS code is 54121 and its SIC code is 7320.