Establish whether the books are ready for maintenance
Xendoo publishes bookkeeping, catch-up work, tax, and reporting services. Bookkeeper360 publishes bookkeeping and additional business finance offerings. Before comparing recurring fees, tell both teams the last reconciled period and the condition of the source records.
A company with six months of unsupported balances needs a cleanup plan as well as ongoing service. Ask how historical work is priced, which records are required, and what acceptance criteria establish a usable opening position. Do not assume a new subscription repairs every previous period.
Service models at a glance
| Provider | Published service model | Scope to confirm |
|---|---|---|
| Xendoo | Online bookkeeping and related services | Bookkeeping, catch-up work, tax, and reporting |
| Bookkeeper360 | Bookkeeping with additional finance services | Bookkeeping, business tax, payroll, and CFO offerings |
References: Xendoo: published services; Bookkeeper360: published services
Compare coverage account by account
List banks, cards, processors, loans, payroll, receivables, and payables. Add inventory or accrual schedules if relevant. Ask which accounts are reconciled, which reports are delivered, and who reviews exceptions.
Use a processor payout with a refund as a test. The accounting should distinguish sales, adjustments, fees, and cash timing under the applicable policy. Request the supporting record that explains the payout rather than accepting a bank match as proof that revenue is correct.
Ask what tax and advisory additions contain
Request the exact business returns, jurisdictions, planning meetings, and notice support included. Clarify whether owner returns or sales-tax work are separate. Verify the responsible professional instead of relying on the name of a package.
For additional finance advice, name the question and deliverable. A forecast, analysis meeting, or CFO scope should identify required inputs, update frequency, and follow-up. A dashboard and a maintained model are different outputs.
Price the service through an ordinary year
Compare onboarding, cleanup, recurring fees, software, filings, and likely overages. State transaction or spending peaks and ask how tier changes work. Read cancellation, renewal, and records-access terms with the pricing proposal.
Review the first closed period against the agreement. Ask for the reconciliation status, open-item list, and correction process. Keep exports and supporting schedules available so another accountant can continue from the last approved balances if the engagement ends.
Sources
Requirements and product details can change. Check the linked guidance for the facts that apply to your situation.
Related reading
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General information, not personalized accounting, tax, legal, or investment advice. Have the appropriate qualified professional review decisions that depend on your circumstances.