Your Invisible Back-Office Team
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
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Build Your Dedicated Team
CPA-Supervised Talent, On Demand
Every hire is CPA-supervised with a 5-day onboarding guarantee.
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Industries We Serve
Specialized Teams for Your Industry
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
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Outsourced Xero Bookkeeping for U.S. CPA Firms
We work inside your clients' Xero organizations (bank rules, reconciliations, month-end close, and reporting) so your firm scales its Xero book of business without adding headcount.
"Cloud-native Xero work, kept reconciled and review-ready."
You will speak with our CPA, not a salesperson. Response within one business day.
Full Xero Support, Start to Finish
From bank-rule setup to ongoing monthly books, we take on the Xero execution that fills your team's day.
We configure the bank rules and feeds that make Xero run on autopilot, done right.
- Bank feeds connected and reconciliation rules tuned to your client's patterns.
- Spend/receive money rules set so routine transactions code themselves.
- Feeds monitored so duplicates and gaps are caught early.
Bank Rules & Feed Setup
We configure the bank rules and feeds that make Xero run on autopilot, done right.
Bank feeds connected and reconciliation rules tuned to your client's patterns.
Spend/receive money rules set so routine transactions code themselves.
Feeds monitored so duplicates and gaps are caught early.
Why Clients Trust Us
Xero Work, Done the Cloud-Native Way
We're fluent in Xero's bank-feed-first workflow and connected app ecosystem. It pairs naturally with our bookkeeping, accounting, and QuickBooks work.
Cloud-Native Xero Fluency
We work the way Xero is built: bank rules, feeds, and real-time reconciliation.
Connected-App Stack
Hubdoc, Dext, A2X, Gusto, bill.com and the wider Xero app ecosystem.
CPA-Reviewed Output
A licensed CPA reviews every engagement before deliverables reach your firm.
Multi-Entity & Tracking
Tracking categories, multi-entity orgs, and consolidated reporting handled cleanly.
Most Work Back in 36–48 Hrs
Standard deliverables return inside 36–48 hours, written into the agreement.
~60% Less Than Hiring
Add Xero capacity for roughly 60% less than a domestic bookkeeper.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
Tell Us Your NeedsGetting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Xero Questions We Hear Often
What firms usually ask before handing us their Xero work.
Still have questions? Contact usRelated Services
Build a complete back-office stack, pair this service with the rest of our CPA-led offerings.
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Tell us your Xero client volume and close cadence. A CPA from our team replies within one business day with a plan and a pilot proposal.
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