What Bookkeeping & Management Systems does

Bookkeeping & Management Systems, operating under the brand Bookkeeper.com, is a private accounting and financial services firm founded in 1987 and headquartered in Waynesboro, Virginia. It is operated by CountingWorks, Inc. (a California-based technology platform) and serves small businesses and individuals across the United States — primarily small and medium businesses that want outsourced accounting rather than in-house staff, individuals needing tax preparation and planning, and as a secondary segment registered investment advisors and financial advisory practices, including via a strategic partnership with LPL Financial.

The firm delivers its services through fully virtual channels built on the CountingWorks technology platform, including the ClientHub secure client portal (with Google and Microsoft single sign-on) and a Client Center for account access. It integrates with QuickBooks Online, QuickBooks Desktop Pro and Premium, and ADP paycheck calculators, and exposes a library of over 100 financial calculators on its website. Its products span monthly bookkeeping (tiered from $275 to $799 per month by business size and transaction volume), full-service payroll ($165 per month), tax preparation and planning (starting at $600), a Virtual Tax Preparation offering with live professionals, bill pay, financial planning and investments, Part-Time CFO services, and business consulting including M&A advisory.

Commercially, the firm runs a sales-led, direct go-to-market: free discovery calls booked via Calendly, phone sales at listed U.S. numbers, website lead capture, and an inbound content funnel supported by 550+ blog articles, weekly email newsletters, and organic social distribution. Pricing is published and recurring, with all costs agreed in advance and no surprise fees; growth is described as fast in the firm's own materials, though no revenue figures are disclosed. Leadership is anchored by founder and president David Elmore.

Name

Bookkeeping & Management Systems

Legal name

CountingWorks, Inc.

Website

https://bookkeeper.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Bookkeeping & Management Systems (Bookkeeper.com) is a Waynesboro, Virginia-based private accounting firm providing outsourced bookkeeping, payroll, tax, bill pay, fractional CFO, and business consulting services to small businesses, individuals, and financial advisors across the United States via a virtual, CountingWorks-platform-based delivery model.

Ownership category

akta.pro rank

Product category

Accounting & Bookkeeping Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Payroll Data Management, Master Data & Employee Setup (BPAAAHAI)

Keywords

• Bookkeeping services
• Payroll processing
• Tax preparation
• Small business accounting
• Financial planning

Headquarters

HQ city

Waynesboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Bookkeeping Services: Monthly subscription-based bookkeeping services with tiered pricing based on business size, transaction volume, and service frequency (monthly, semi-monthly, weekly). Ranges from $275/month for micro businesses to $979/month for advanced services.
2. Payroll Services: Monthly subscription payroll services at $165/month, with comprehensive payroll processing including tax filing, direct deposit, and compliance management.
3. Tax Preparation Services: One-time preparation of federal and state tax returns starting at $600, including tax planning and strategizing services.
4. Part-Time CFO Services: Fractional CFO services providing budget creation, cash flow management, tax strategy, and financial decision-making support for small and medium businesses.
5. Business Consulting: Advisory services including strategic planning, feasibility studies, information systems evaluation, estate planning, and mergers and acquisitions guidance.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Bookkeeping & Management Systems (operating as Bookkeeper.com) provides outsourced bookkeeping, full-service payroll, tax preparation and planning, bill pay, financial planning and investments, business consulting, and part-time CFO services to small businesses, individuals, and financial advisory practices. The firm uses the CountingWorks technology platform and ClientHub client portal to deliver services virtually on a subscription or fixed-fee basis.

Product overview

Bookkeeper.com is a comprehensive financial services firm offering an integrated suite of services: Bookkeeping (monthly bookkeeping, reconciliation, financial statements), Payroll (full-service payroll with direct deposit and tax filing), Tax Preparation & Planning (individual, business, estate returns and virtual preparation), Bill Pay (streamlined accounts payable), Financial Planning (retirement and investment guidance), Business Consulting, and Part-Time CFO Services. The company operates through client-facing platforms including ClientHub (portal with SSO authentication) and Client Center, supported by a team of dedicated bookkeepers, CPAs, and advisors. All services are offered virtually with pricing tiers based on business size and transaction volume.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Dedicated team of bookkeepers providing accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, and financial statement preparation for small businesses. Tiered monthly subscription pricing from $275 to $979 based on revenue, transactions, and service frequency.
• Payroll Services Full-service payroll management including direct deposit, federal and state payroll taxes, employee portal, quarterly tax forms, year-end W-2s and 1099s, offered at $165/month.
• Tax Preparation & Planning Tax return preparation for individuals, partnerships, corporations, estates, and trusts with proactive tax planning strategies to minimize tax liabilities. Federal and state returns starting at $600.
• Virtual Tax Preparation Remote tax preparation service using technology to connect clients with live certified tax professionals available anytime for guidance on tax issues, enabling document-free filing.
• Bill Pay Streamlined accounts payable management handling bill entry, categorization, and payment processing with client approval from any device.
• Financial Planning & Investments Retirement planning, investment strategies, and financial advisory services to help address pressing financial questions and long-term goals for individuals.
• Business Consulting Strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions advisory for small and medium businesses.
• Part-Time CFO Services Financial management leadership including budget creation, cash flow management, senior-level financial decision making, tax strategy development, and insurance policy review for small and medium businesses.
• ClientHub Portal Client portal providing secure access to documents, financial information, and account management with Google and Microsoft SSO authentication options.

Quantifiable outcome

• Cost savings compared to in-house accountants
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

One partnership is on record.

• LPL FinancialcoreStrategic or Co-development PartnerStrategic partnership where Bookkeeper.com serves as a selected provider for LPL Financial's advisor network. Provides specialized bookkeeping and tax support services for LPL advisors including specialized onboarding, preferred pricing, and workflow alignment with LPL systems. Bookkeeper.com has expertise in advisor-specific revenue categorization, compensation models, and compliance documentation requirements.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 1-800Accountant: 1-800Accountant is a virtual accounting and tax services firm serving small businesses and individuals — overlapping with Bookkeeper.com on bookkeeping, payroll, tax, and advisory services delivered virtually.
• Pilot: Pilot provides virtual bookkeeping, tax, and CFO services primarily to startups and SMBs via a subscription model with dedicated bookkeepers — directly comparable in delivery model and customer profile to Bookkeeper.com.
• Bench: Bench is a tech-enabled outsourced bookkeeping service for small businesses, pairing software with dedicated bookkeepers in a subscription model — directly competing with Bookkeeper.com's core offering of monthly bookkeeping, reconciliations, and financial statements for SMBs.
• Botkeeper: Botkeeper combines AI/automation with human accountants to deliver bookkeeping services to small businesses on a monthly subscription — competing directly with Bookkeeper.com's tiered subscription bookkeeping offerings.
• Kruze Consulting: Kruze Consulting provides outsourced bookkeeping, tax, and CFO services to venture-backed startups — comparable in service mix and subscription delivery model, though focused on a startup sub-segment.
• Ignite Spot Accounting: Ignite Spot offers outsourced bookkeeping services to SMBs with tiered monthly packages and dedicated bookkeepers — directly mirroring Bookkeeper.com's subscription-based bookkeeping value proposition.
• inDinero: inDinero is an outsourced accounting, bookkeeping, tax, and fractional CFO services provider for small businesses — closely comparable across Bookkeeper.com's core service verticals.
• AccountingDepartment.com: AccountingDepartment.com provides outsourced bookkeeping and accounting services to small and mid-sized businesses with dedicated teams — closely aligned with Bookkeeper.com's full-service bookkeeping, payroll, and fractional CFO model.

Broad incumbents

• Intuit QuickBooks Live: Intuit QuickBooks Live pairs Intuit's dominant small business accounting software with human bookkeeping experts on a subscription basis — a direct competitive threat built on top of the most widely adopted SMB bookkeeping platform in the US.
• H&R Block: H&R Block is a large-scale tax preparation and accounting services provider serving individuals and small businesses — overlapping with Bookkeeper.com's tax preparation and bookkeeping offerings at significantly broader scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/WebBookkeeper

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bookkeeping & Management Systems