Bookkeeper360

Bookkeeper · 223 Wall Street, Huntington, New York

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About us

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights.

Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine

Affiliations

American Institute of CPAs
Chartered Global Management Accountants

Meet the team

Bookkeeper360 advisors: 75 - Xero certifications: 42

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Andy Steinberg

Onboarding Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Brandon Wasser

Senior Client Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Brenda Fuentes

Client Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Nicholas Mitchell

Product Manager

Xero Migration

Has training and expertise in switching clients to Xero.
2 years Xerocon attendance

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Timothy Styne

Client Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-based team specializes in accounting, advisory, payroll and tax preparation.

Steven Muller

Vice President of Sales

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
5 years Xerocon attendance

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Sean Wilson

Client Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Marcia Leigh

Quoting Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Dave Bornt

Vice President of Client Services

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Noah Maldonado

Account Executive

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Hailey Ford

Senior Staff Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-based team specializes in accounting, advisory, payroll, and tax preparation.

Scott Reeder

Client Advisor

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Michelle Lewis

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Bookkeeper360 is a technology-driven accounting solution for startups and established businesses. Our 100% US-Based team specializes in accounting, advisory, payroll, and tax preparation.

Bookkeeper360: Bank experience

Clients of Bookkeeper360 connect to a range of banks via Xero. Bookkeeper360 specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Airwallex
Alpine Bank
Amegy Bank
Amegy Bank Business Banking (US)
American Express (US)
Bank of America (US)
Barclaycard (US)
Bluevine Bank (US)
Brex (US)
Capital One (US)
Chase Bank (US)
CitiBusiness Online (US)
Citibank (US)
Citizens Bank USA
Commonwealth Bank CBA (AU)
Discover Card (US)
First Republic Bank
Frost Bank
Huntington Bank
Live Oak Bank (US)
M&T Bank (US)
M&T Bank Business Banking
Mercury
Middlesex Savings Bank
Montgomery Bank (US)
Navy Federal Credit Union
Novo
PNC Bank (US)
PayPal
RBC Royal Bank (Canada)
Regions Bank
Relay Financial
Revolut
Rockland Trust
Silicon Valley Bank - SVB Online Banking
Stripe
TD Bank
Truist (Formerly BB&T) Business Bank
Truist (US)
US Bank (US)
Wells Fargo (US)
Wise Business

Bookkeeper360: Industry experience

Bookkeeper360 works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Marketing, advertising and consulting
Healthcare and social services
Retail
Arts and recreation
Not-for-profit
Real estate and hiring services
Wholesale
Manufacturing
Education
Accommodation and hospitality
Transportation and storage
Administration and support services
Media and communications
Agriculture
E-commerce
Repairs and personal services
Professional services
Construction and trades
Finance and insurance

Bookkeeper360 : App experience

Bookkeeper360 serves clients who use 24 different apps that connect and integrate with Xero.

Connected apps

Find us

Bookkeeper360 has offices in 10 locations

Huntington: 223 Wall Street, Huntington, 11743, New York; +1 8004785082

San Francisco: 156 2nd Street, San Francisco, 94105, California; +1 8004785082

Los Angeles: 8687 Melrose Avenue, Los Angeles, 90069, California; +1 8004785082

Denver: 2420 17th Street, Denver, 80202, Colorado; +1 8004785082

Austin: 600 Congress Avenue, Austin, 78701, Texas; +1 8004785082

Dallas: 3090 Olive Street, Dallas, 75219, Texas; +1 8004785082

Seattle: 1411 4th Avenue, Seattle, 98101, Washington; +1 8004785082

Phoenix: 2 North Central Avenue, Phoenix, 85004, Arizona; +1 8004785082

Boston: 745 Atlantic Avenue, Boston, 02111, Massachusetts; +1 8004785082

Orlando: 111 North Orange Avenue, Orlando, 32801, Florida; +1 8004785082

New to Xero? Bookkeeper360 can help

Xero is beautiful online accounting software for smaller businesses. Bookkeeper360 can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

6 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2013

Awards

Platinum Partner of the Year 2018 US,
Bookkeeping Partner of the Year 2015 US,
Xero Partner Advisory Board 2016 US

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Bookkeeper360

Xero Migration

Platinum champion partner

Partner since 2013

Xero advisor certified

About us

Affiliations

Find us on the web

Meet the team

Andy Steinberg

Brandon Wasser

Brenda Fuentes

Nicholas Mitchell

Timothy Styne

Steven Muller

Sean Wilson

Marcia Leigh

Dave Bornt

Noah Maldonado

Hailey Ford

Scott Reeder

Michelle Lewis

Bookkeeper360: Bank experience

Bank connections

Bookkeeper360: Industry experience

Industry Specialist

Retail & ecommerce

Professional services

Trade & construction

Industries Served

Bookkeeper360 : App experience

Connected apps

Find us

New to Xero? Bookkeeper360 can help

Awards

Please note, Xero doesn't guarantee the service of any one advisor