Insights

Niche clientele Basis 365 targets ecommerce, tech, software and professional services, with typical clients generating $1M-$20M in revenue and 5-100 employees, indicating a focus on small to midsize businesses that may need real-time accounting and outsourced finance support.

Real-time value The firm emphasizes real-time accounting to deliver timely insights for decision making, presenting a sales opportunity to upsell analytics, dashboards, and faster close processes to prospective clients seeking agility.

Growth signals Recent acquisition activity (Advantedge Accounting Solutions) signals a growth and capability expansion strategy, suggesting potential for cross-sell of broader services and targeting similar mid-market firms.

Tech stack fit Adoption of cloud and automation tools (Google Workspace, Drift, ActiveCampaign, Squarespace, 1Password) aligns with modern SMB needs, offering a baseline for presenting scalable, secure outsourced accounting solutions to tech-savvy prospects.

Revenue visibility Reported revenue of one to ten million dollars places Basis 365 in the SMB to lower-mid market bracket, indicating a sales approach focused on mid-sized growth companies that are likely to seek efficiency gains and cost-effective outsourcing.

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Basis 365 Accounting Tech Stack

Basis 365 Accounting uses 8 technology products and services including Google Ads, LinkedIn Ads, Squarespace, and more. Explore Basis 365 Accounting's tech stack below.

Google Ads
Advertising
LinkedIn Ads
Advertising
Squarespace
Content Management System
Squarespace Commerce
E-commerce
Google Workspace
Email
Drift
Live Chat
ActiveCampaign
Marketing Automation
1Password
Security

Media & News

Basis 365, Inc. acquired Advantedgeonline on Nov 30th '18.
Irvine-based outsourced accounting and bookkeeping company, Basis 365, Inc., announced today that it is acquiring local accounting and bookkeeping company, AdvantEdge Accounting Solutions.
Nov 29, 2018 | www.basis365.com

Basis 365 Accounting's Email Address Formats

Basis 365 Accounting uses at least 3 email formats:

Basis 365 Accounting Email Formats	Example	Percentage
First.Last@basis365.com	John.Doe@basis365.com	79%
First@basis365.com	John@basis365.com	13%
Last@basis365.com	Doe@basis365.com	8%

Frequently Asked Questions

What is Basis 365 Accounting's phone number?

You can contact Basis 365 Accounting's main corporate office by phone at

+1-855-236-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Basis 365 Accounting's official website and social media links?

Basis 365 Accounting's official website is basis365.com and has social profiles on LinkedIn.

How much revenue does Basis 365 Accounting generate?

As of September 2026, Basis 365 Accounting's annual revenue is estimated to be $1M - $10M.

What is Basis 365 Accounting's SIC code and NAICS code?

Basis 365 Accounting's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Basis 365 Accounting have currently?

As of September 2026, Basis 365 Accounting has approximately 8 employees across 1 continents, including North America. Key team members include Chief Executive Officer: C. L., Company Owner: M. G. and Controller: S. K. Explore Basis 365 Accounting's employee directory with LeadIQ.

What industry does Basis 365 Accounting belong to?

Basis 365 Accounting operates in the Accounting industry.

What technology does Basis 365 Accounting use?

Basis 365 Accounting's tech stack includes Google Ads, LinkedIn Ads, Squarespace, Squarespace Commerce, Google Workspace, Drift, ActiveCampaign and 1Password.

What is Basis 365 Accounting's email format?

Basis 365 Accounting's email format typically follows the pattern of First.Last@basis365.com. Find more Basis 365 Accounting email formats with LeadIQ.

When was Basis 365 Accounting founded?

Basis 365 Accounting was founded in 2012.

Basis 365 Accounting

Q: What is Basis 365 Accounting's official website and social media links?

Basis 365 Accounting's official website is basis365.com. Basis 365 Accounting has social profiles on LinkedIn.

Q: How many employees does Basis 365 Accounting have currently?

Basis 365 Accounting has approximately 8 employees.

Q: What technology does Basis 365 Accounting use?

Basis 365 Accounting's tech stack includes Adobe Fonts, jQuery, Google Ads, 1Password, jQuery CDN.

Q: What is Basis 365 Accounting's NAICS code?

Basis 365 Accounting's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States2-10 Employees

Basis 365 Accounting is a small accounting firm based in Irvine, California. It provides outsourced accounting, bookkeeping, and payroll services to ecommerce, tech, software, and other professional services organizations. The client base generally comprises mid-sized businesses with annual revenues in the range of about $1 million to $20 million.

It emphasizes a collaborative, real-time approach to accounting, partnering with clients to deliver timely insights that support better business decisions. In November 2018, Basis 365 announced its acquisition of AdvantEdge Accounting Solutions, marking a strategic expansion.

Company Overview

Phone number: +1-855-236-****
Website: basis365.com
SIC Code: 8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 2012
Employees: 2-10