1-800Accountant Review: A Comprehensive Look at Their Virtual Accounting Services

When it comes to managing small business finances, finding the right accounting partner can make or break your business’s financial health.

Today, we’re taking an in-depth look at 1-800Accountant, a virtual accounting firm that has been serving over 100,000 businesses across the United States. After researching their services, pricing, and customer experiences, here’s what you need to know.

What is 1-800Accountant?

1-800Accountant is a nationwide virtual accounting firm that offers comprehensive financial services for small businesses. Powered by Real CPAs, the company provides a full suite of services including tax preparation, bookkeeping, payroll processing, entity formation, and year-round tax advisory services.

Their mission is to help small businesses navigate complex tax codes while maximizing savings and ensuring compliance.

Key Services Offered

Tax Preparation and Planning

We save small businesses more than $12,000 per year on taxes. We guarantee your largest possible refund. The company offers both business and personal tax preparation, with year-round tax planning services available on higher-tier plans.

Bookkeeping Services

Bookkeepers save you time and money. Focus on running your business, and let us handle your day-to-day accounting. Their bookkeeping service includes transaction categorization (up to 75 per month), bank reconciliation, and monthly financial statements.

Payroll Processing

Simple integrations, automatic calculations. Running payroll and benefits is easy with experts on your team. Payroll services are available as an add-on to existing packages.

Entity Formation

Entity selection is the key to tax savings. Partner with us to ensure you pick the best one for your situation. They help businesses choose and set up the right business structure for tax optimization.

Pricing Structure

1-800Accountant uses a tiered pricing model with custom packages tailored to business needs. Annual subscriptions start at $179 monthly, and if you need help setting up your business, there are entity formation services available for an additional fee. Bookkeeping services start at $399 monthly.

The pricing appears to be structured as follows:

Basic plans: Starting around $179/month
Bookkeeping services: Starting at $399/month
Full-service packages: Higher-tier options with comprehensive support

Important note: Our services are designed to provide excellent value to modern small business owners. If you feel any aspect of our service doesn’t meet that standard, you can request a refund of the prorated balance within your first 30 days of use.

Technology and Platform

1-800Accountant uses their proprietary platform called ClientBooks for bookkeeping and financial management. After I connected my bank account, it took a few minutes to categorize everything, but produced a fairly standard general ledger and chart of accounts. The platform includes:

Secure document storage
Bank account integration
Mobile app for iOS and Android
Appointment scheduling system
Direct messaging with your accounting team

Customer Experience: The Good

Positive Feedback

People express feeling supported and confident in managing their businesses, thanks to the insights and solutions offered. Many reviewers value the patient and attentive approach of the consultants. Customers particularly appreciate:

Knowledgeable staff who don’t rush sales processes
Proactive support with timely advice
Streamlined processes for staying compliant
Transparent pricing structure
Patient and collaborative approach from accountants

My accounting professional was very knowledgeable. He did not seemed rushed to push me into signing up for anything. This sentiment appears frequently in positive reviews.

Professional Credentials

1-800Accountant’s services are powered by technology and licensed tax professionals, such as CPAs and EAs, with 17 years of experience on average. This level of expertise is a significant advantage for small businesses seeking professional guidance.

Customer Experience: The Challenges

Common Complaints

While many customers have positive experiences, there are some recurring issues based on BBB complaints and reviews:

Communication gaps: Some customers report difficulty getting responses after the initial sale
Service delivery issues: I was never provided with any tax planning or strategic advice, despite paying for it.
Billing concerns: Some customers have experienced unexpected charges or difficulty canceling services
Technical issues: App crashes and limited customization options have been reported

Mixed Reviews

1-800Accountant has 5 locations and maintains BBB accreditation, but they also have 491 complaint(s) filed against business over their reporting period, which suggests mixed customer experiences.

Who Should Consider 1-800Accountant?

Ideal Candidates

Small businesses seeking a full-service accounting firm: If your business needs not only bookkeeping services but also tax filing and payroll processing, 1-800Accountant is a good option.

The service is particularly well-suited for:

New businesses needing entity formation guidance
Established small businesses wanting comprehensive accounting support
Remote businesses that benefit from cloud-based services
Companies seeking year-round tax planning and advice

Potential Red Flags

Based on customer feedback, you might want to look elsewhere if:

You need highly customizable reporting
You prefer frequent direct communication with your accountant
You’re looking for the most budget-friendly option
You have very specific industry requirements

The Bottom Line

1-800Accountant offers a comprehensive suite of virtual accounting services backed by experienced CPAs and EAs. Our CPAs know the ins and outs of your industry and state. Get answers to your most challenging questions; get the advice your business needs to grow.

Pros:

Experienced, licensed professionals
Comprehensive service offerings
Strong technology platform
30-day money-back guarantee
Year-round tax support on higher plans

Cons:

Higher pricing than some competitors
Mixed customer service experiences
Limited customization options
Some communication challenges reported

Final Verdict: 1-800Accountant can be a solid choice for small businesses seeking comprehensive virtual accounting services, particularly if you value having licensed CPAs handle your finances. However, the mixed customer reviews suggest it’s crucial to clearly define your expectations during the initial consultation and take advantage of the 30-day trial period to ensure the service meets your needs.

Before making a decision, I recommend scheduling their free consultation to discuss your specific requirements and get a personalized quote. This will help you determine if their approach aligns with your business’s needs and communication preferences.

Disclaimer: This review is based on publicly available information and customer feedback as of September 2025. Pricing and services may change over time. Always verify current offerings directly with the company.