Block Advisors

Bookkeeper

View website

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"platinum-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/platinum-champion","tagID":"xero:advisor-directory/cards/partner-status/platinum-champion","title":"Platinum champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-platinum.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2017","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2017","tagID":"xero:advisor-directory/cards/partner-since/2017","title":"Partner since 2017","description":"The advisor has been a Xero partner since 2017","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"6560fb0b-ee3f-4689-8fe5-ef8d0692130a"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

We provide monthly and quarterly bookkeeping and reconciliations services, sales and use tax preparation, and payroll services for small businesses in the United States.

Affiliations

National Association of Certified Public Bookkeepers
National Bookkeepers Association
The Tax Institute

Meet the team

Block Advisors advisors: 50 - Xero certifications: 47

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Deb Newton

Sr. Bookkeeper

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

I have 37 years Bookkeeping experience and love helping people to be able to focus on there business.

Robert Hawkins

Small Business Account Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Small business bookkeeping and payroll

Mosun Awe

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Tanis Taft

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Block Advisors: Bank experience

Clients of Block Advisors connect to a range of banks via Xero. Block Advisors specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

1st Bank
American Express (US)
Arvest Bank (AR)
BECU Business
Bank of America (US)
Bellco Credit Union
Bethpage FCU
Bluevine Bank (US)
Capital One (US)
Centennial Bank (US)
Chase Bank (US)
Citibank (US)
Citizens Bank USA
Discover Card
Elan Credit Card (US)
Fifth Third Bank
First Security Bank (AR)
Home Depot Credit Card (US)
Huntington Bank
M&T Bank (US)
Mercury
Navy Federal Credit Union
Novo
OnPoint Community CU - Business Banking - Bank
PNC Bank (Small Business)
PNC Bank (US)
PayPal
Randolph-Brooks FCU (US)
Regions Bank
Stripe
TD Bank
Truist (Formerly BB&T) Business Bank
Truist (US)
US Bank (US)
Umpqua Bank (Business)
Venmo (US)
Wells Fargo (US)

Block Advisors: Industry experience

Block Advisors works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Repairs and personal services
Manufacturing
Healthcare and social services
Marketing, advertising and consulting
Retail
Administration and support services
Accommodation and hospitality
Not-for-profit
E-commerce
Education
Wholesale
Professional services
Transportation and storage
Construction and trades
Media and communications
Real estate and hiring services
Arts and recreation
Agriculture
Finance and insurance
Utilities

Block Advisors : App experience

Block Advisors serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Block Advisors can help

Xero is beautiful online accounting software for smaller businesses. Block Advisors can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2017

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.