Professional

Practice Management & Billing Software for Bookkeepers

Monthly bookkeeping this quarter, catch-up books as a project: keep recurring clients and extras in one place.

Monthly bookkeeping Catch-up books Software setup

How it helps

A simpler week

The work is monthly bookkeeping, catch-up books, and software setup. The admin should not be a second job. Quote, book and invoice from one workspace, at the desk or on the phone.

What BM-360 does

Monthly bookkeeping and catch-up work with clear package or hourly pricing. BM-360 is bookkeeper practice software, client billing, and job tracking. One bookkeeper workspace from first enquiry to paid.

Desktop or phone, same day

Enquiries, retainers, and work already scoped sit alongside tasks, contacts and messages. The same list on a desktop or a phone. Set prices and the price book up on desktop; update a job, a rate or a note from your phone when you are out.

One book, matching invoices

Quote monthly bookkeeping the same way you invoice it. The book also covers ongoing bookkeeping, catch-up & cleanup, reporting & BAS, and software & tools. Desktop or phone, same figures.

Your week

Monthly bookkeeping scoped once. Not rewritten from last year's letter

Bookkeepers sell expertise. The admin around monthly bookkeeping and catch-up books should not use the same hours.

What usually goes wrong

Every monthly bookkeeping starts as a blank document. Catch-up books waits because "I'll do the letters on Friday".

How an engagement actually runs

The package is already priced. You send it, the engagement is on the list, billing matches the agreement.

What your week looks like

More billable time. Less copy-paste. Clients see a firm that has its house in order.

Here's what your customers see

How can we help?

Request proposal

Fixed prices on common jobs, quote after a visit for bigger work.

Ongoing bookkeeping

Monthly bookkeeping (micro business)
Monthly bookkeeping (SMB)
Bookkeeping (hourly)
Bank reconciliation (monthly)

Catch-up & cleanup

Catch-up bookkeeping (hourly)
Catch-up project (fixed band)

Reporting & BAS

BAS preparation
Management reports pack
Inventory module setup

Software & tools

Xero subscription (pass-through)
Receipt capture app licence
Bank feed configuration
Merchant fee reconciliation pack
Chart of accounts template

Onboarding & systems

Xero file rescue
Receipt app setup

Add-ons

Priority month-end close
Bulk data entry (per hour)
Client software training session
End-of-year handover to accountant