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Platform Outsourcing

Xero Outsourcing for US CPA Firms

Xero's app-ecosystem-heavy clients — especially ecommerce and multi-currency businesses — are where our team spends most of its time. We work inside your existing Xero setup, not around it.

QuickBooks Certified

ProAdvisor Program

Xero Certified

Certified Advisor

ACCA Qualified

Chartered Certified Accountants

What we handle inside Xero

  • 01Bank feed setup and reconciliation inside Xero
  • 02Multi-currency accounting for clients with international vendors or customers
  • 03App ecosystem support (A2X, Gusto, and other Xero integrations)
  • 04QuickBooks to Xero migration and historical data conversion
  • 05Custom reporting inside Xero's reporting suite

How work moves inside Xero

Inside your existing Xero setup, not around it.

  1. 1

    User invite

    Access through Xero's own permissions

  2. 2

    Feeds & apps

    Bank feeds, A2X, Gusto, and other integrations

  3. 3

    Partner review

    Reconciliations checked every close

  4. 4

    Reports in Xero

    Custom reporting in Xero's suite

Partners reply within one business day

Running your clients on Xero?

Tell us about the workload and we'll scope it within one business day.

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