Run Your Business With Xero Certified Accounting Advisors

Get valuable business advice from an accountant on real-time figures, all from within Xero, no matter where you’re located.
Many accountants will get you setup too - even if you’re moving from other software.

Check them out yourself as Xero doesn’t recommend or guarantee the service provided by any one advisor.

Cloud Accounting Services for Enterprises

BronzeVisit their website Contact Lynne Taylor, lynne@socalcloudcpa.com ((858) 367-3134)

Interested in moving accounting and finance to the cloud? Wondering how you can integrate your CRM and/or core operations applications with "back end" solutions? We're on the CASE - providing planning, implementation, conversions and integrations expertise for apps like Xero, Financialforce.com, NetSuite, Intacct, QBOE, Wave Accounting, Freshbooks, etc. CASE is independent, and doesn't promote any one application provider, but rather works with companies to evaluate the best solution based on their unique requirements. But CASE is committed to SaaS solutions, so if you are not ready to move to the "cloud" CASE is not the answer!

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion

9974 Scripps Ranch Blvd   San Diego, CA 92131-1825   map

Lighthouse Financial

BronzeVisit their website Contact Philip Frazer, philip@lighthousefinancialsvcs.com (619-940-4854)

Lighthouse Financial specializes in accounting and financial reporting system setups, conversions and ongoing bookkeeping with cloud based platforms that work most effectively for our client's needs as they grow and thrive. We also offer application integration assistance (POS, CRM, etc.), training, troubleshooting, and cleanup to help our clients extract the highest value from their financial records to make better (and more profitable) business decisions. Every client solution is tailored to meet their unique needs and more importantly, exceed their expectations. We provide the foundation our clients rely upon so that they can focus on building and expanding their business.

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion , Training

San Diego, CA 92105   map

Nasif, Hicks, Harris & Co., LLP

BronzeVisit their website Contact Ken Jurgensen, kjurgensen@nhhco.com (805-699-5799)

Let us be your Chief Financial Officer. Whether your objective is to minimize taxes, accumulate wealth, or more effectively operate and grow your business, we can help. Our most valuable service is being your ally, providing long-term, consistent business advice. And through our full range of accounting services, we help you understand the financial information that ensures that your business operations run efficiently on a daily basis.

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion , Training

104 West Anapamu Street Suite B, Santa Barbara, CA 93101   map

PutmanGroup

BronzeVisit their website Contact Ben Putman, ben@putmancpa.com (949-502-6700)

The PUTMANGROUP is a full service CPA firm providing a Comprehensive Financial Approach to meet all your personal and business financial needs with accounting, tax, business consulting, QuickBooks management and wealth management. Our customized programs are designed to grow and protect your business and wealth by delivering an unprecedented level of personalized service and expertise. Our firm has been in business for over twenty years in Southern California and has a well-deserved reputation of expertise with small to medium sized businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services. We are innovative in our approach with the services we provide and believe in technology as a key tool to optimize our efficiency, and along with our knowledge we can provide the best service possible. AICPA, Institute of Divorce Financial Analysts (IDFA), Financial Planning Association (FPA)

Services include: Accounting , Consulting

9911 Irvine Center Drive, Suite 100,    map

Arul & Associates LLC

BronzeVisit their website Contact Trishan Arul, info@arulandassociates.com (415-488-7736)

Arul & Associates specializes in providing the accounting resources and financial management advice that startups need to succeed. Our thorough understanding of accounting coupled with our startup experience will benefit your business by giving you the analytics needed to make short and long-term decisions.

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion

One Market Street  Spear Tower, Suite 3600  San Francisco, CA 94105  map

DataPro Services, Inc.

BronzeVisit their website Contact David Goldstein, david@datapro.la (818-786-5055)

You can stop worrying about your company’s financial status. We are individual and small business specialists. We take on as much of the accounting and bookkeeping tasks as you need. We are responsive, professional, knowledgeable and reasonably priced.

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion , Training

5435 Woodman Ave.   Sherman Oaks, CA 91401    map

Gill & McAvoy LLP

BronzeVisit their website Contact Brandon McAvoy, Brandon@gmccpas.com ((559) 412-4100)

As a forward thinking CPA firm in Fresno CA, we take great pride in helping clients implement, train and leap forward using the latest software and cloud-based technologies to help future-proof their finances. We can help your business transition to new accounting software like Xero, or simply need help organizing your current bookkeeping methods, McAvoy, LLP can help!

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion , Training

6760 N. West Ave., Suite 104  Fresno, CA 93711   map

Harshman Phillips and Company

GoldVisit their website Contact Bruce A. Phillips, info@hpccpa.com (+1 (678) 964-4721)

“They made my Xero account just work!” Tired of teaching your old CPA how to do tech? We’re the first full-service, national, 100% Xero firm that ‘gets it’. We’ve moved hundreds of clients to the cloud. Our clients now spend less time and less money running even bigger businesses. Accounting, tax, payroll, bill pay… whenever, wherever. We’re the biggest and fastest growing US Xero Partner for a reason… nobody does Xero the way we do Xero.

Services include: Accounting , Bookkeeping , Consulting , Setup & Conversion , Training

795 Folsom Street, 1st Floor  San Francisco, California, 94107   map

Core Fund Solutions

BronzeVisit their website Contact Angie Harrison, angie@corefundsolutions.com (800-628-8272)

Core Fund Solutions provide alternative fund administration services, out-sourced back office solutions to SMA, RIA and family offices, and accounting services to high net worth individuals.

Services include: Accounting , Bookkeeping , Consulting

445 S. San Antonio Road, Suite 202   map

In2it Advisors, LLC

BronzeVisit their website Contact Mohamed Youssef, my@in2itadvisors.com ((949) 441-0222)

In2it Advisors is a small accounting firm with a big vision, with an entirely new approach to accounting and using the latest cloud based technology; we develop policies and procedures to streamline our client’s accounting process.

Services include: Accounting

4400 MacArthur Boulevard  Suite 970  Newport Beach, CA 92660  map
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ASWA

The American Society of Women Accountants (ASWA) represents professional women in accounting and finance. Members of the ASWA, as well as their companies and clients, benefit from practical resources and programs that strengthen their professional growth and contribute to the development of their professions.

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