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Basis 365 Accounting

Irvine, California, Orange

(5)
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‘19 Certificate of Excellence, 2019

About

We deliver what you'd expect from an accounting department, we're just virtual! You have a small team of formally educated accountants working on your accounting every day.

We provide full accrual financial statements which are critical for growing business who need to track performance.

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Reviews (5)

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5/5

5 customer reviews

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29 June 2018

I can’t 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 we’re 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. More...

Reviewed on Google Maps

25 May 2016

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. More...

Reviewed on Google Maps

26 May 2015

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! More...

Reviewed on Google Maps

26 May 2015

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.

Reviewed on Google Maps

26 May 2015

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. More...

Reviewed on Google Maps

Q&As

We are an outsourced accounting company that provides timely, accrual financial statements on a monthly basis. Our team is processing transactions daily and can manage AR, AP and payroll for customers as needed.

A great accountant helps a business owner understand what drives the profitability of their business. Bookkeepers can help code transactions and generate basis financials. Accountants take it up a notch and are capable of proper accrual accounting, budgeting and forecasting, and interpreting what the numbers mean.

We love meeting new people and seeing new businesses. We have to truly understand the nature of the business so we can account for things properly and streamline the processes. It's like a puzzle that we get to solve using our knowledge of accounting.

Our team members may all answer this differently but my cofounder and I started this business because, as ex-financial statement auditors, we found a gap existed for small businesses growing from roughly $1mm in revenue up towards $10mm-$20mm. That's a tough period of growth for a business and a stressful time for business owners.

The previous path was to hire a bookkeeper that added limited financial value mainly there to generate an income statement. When the business grew, they began to hire employees to staff the accounting department. That's expensive and you either need to pay low and have limited experience or pay hirer and have them do high and low level work.

We wanted to offer something new. A scalable accounting solution with skilled technicians, a streamlined, cloud-based operation that allows you to access your information from anywhere, anytime.

We want to help you build your dream. That goes beyond coding transactions. We are here to help forward-thinking businesses grow.

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