Envision Business Services

Bookkeeper · 205 Ken Pratt Boulevard, Ste 120-7, Longmont, Colorado

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About us

Accounting and Tax Preparation Services

We are dedicated to your business success!

Affiliations

American Institute of Professional Bookkeepers
The Tax Institute

Meet the team

Envision Business Services advisors: 4 - Xero certifications: 3

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

Rosemarie Forte

President/CFO

Xero advisor certified

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

Rosemarie's experience ranges from small business to government accounting in Colorado, Florida and South America. She has extensive training in individual, foreign and small business tax returns.

Envision Business Services: Bank experience

Clients of Envision Business Services connect to a range of banks via Xero. Envision Business Services 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

American Express (US)
Chase Bank (US)
PayPal
Relay Financial
Wells Fargo (US)

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Envision Business Services: Industry experience

Envision Business Services 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

Arts and recreation
Construction and trades
Real estate and hiring services
Finance and insurance

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Envision Business Services : App experience

Envision Business Services serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Envision Business Services has offices in 3 locations

Longmont: 205 Ken Pratt Boulevard, Ste 120-7, Longmont, 80501, Colorado; +1 8883399119

Boynton Beach: 2500 Quantum Lakes Drive, Suite 203, Boynton Beach, 33426, Florida; +1 8883399119

Gunnison: 1207 Van Tuyl Circle, Gunnison, 81230, Colorado; +1 8883399119

New to Xero? Envision Business Services can help

Xero is beautiful online accounting software for smaller businesses. Envision Business Services can help make your switch as smooth as possible.

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

2 Years 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 2015

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.