Padgett Business Services USA

Accountant · 9708 Dayton Court, Raleigh, North Carolina

  • Xero Migration

    Specialist

    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2015

    Experience

    Partner since 2015
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We are CPAs but more importantly, advisors.

We are passionate about technology. We are a firm invested in our clients and their success. Let's go back to the beginning and reignite that spark that made you want to go into business in the first place or if you're just starting out let's build a solid foundation together, you dedicate your life to this, and we want to help you succeed on all levels!

Affiliations

  • American Institute of CPAs
  • American Institute of Professional Bookkeepers
  • National Association of Certified Public Bookkeepers
  • National Association of Enrolled Agents
  • Profit First Professionals

Meet the team

Padgett Business Services USA advisors: 16 - Xero certifications: 21

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

Anu Shankar, EA, MBA

Accounting & Tax Professional

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

Hi there! I'm a Staff Accountant at Padgett Business Services. Look forward to helping you out with all of your business needs.

Christopher J. Leon, EA

Accounting Manager

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

My name is Chris and I am the accounting manager at Padgett Business Services. I have been with the company for 7 years and love to help small businesses succeed and grow.

Steven W. Warren

Internal Operations & Payroll Specialist

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.

Hello! My name is Steve Warren and I am the Operations Manager here. I came to Padgett from California and I look forward to bringing my experience here to help you in any way I can!

Toni N. Peay EA, MBA

Representation & Tax Professional

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

Toni earned her Master of Science specialized in Taxation and MBA at Southern New Hampshire University. Prior to Padgett, Toni worked for the IRS as a Revenue Agent for over 13 years.

Samuel T. McCraw, CPA, MAC

Accounting, Advisory & Tax Professional

Profile image for Samuel T.  McCraw, CPA, MAC
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Sam is a North Carolina CPA residing in Durham, NC. His experience includes accounting, financial analysis, and tax roles in technology, telecommunications, pharmaceuticals, and public accounting.

Matthew T. Meyer

Internal Operations

Profile image for Matthew T. Meyer
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Greetings! I earned my BA from the University of North Carolina-Chapel Hill. I was born on an Army base in Stuttgart, Germany. I'm excited to assist and help you out in any way I can!

Padgett Business Services USA: Bank experience

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


  • Capital One (US)
  • PayPal
  • Wells Fargo (US)

Padgett Business Services USA: Industry experience

Padgett Business Services USA 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.

Industry Specialist


  • Trade & construction

    Specialist

    Trade & construction
  • Professional services

    Specialist

    Professional services
  • Retail & ecommerce

    Specialist

    Retail & ecommerce

Industries Served


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

Padgett Business Services USA : App experience

Padgett Business Services USA serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

Find us

Padgett Business Services USA has offices in 10 locations

Raleigh

9708 Dayton Court, Raleigh, 27617, North Carolina

+1 (919) 544-9060

Houston

2700 Post Oak Boulevard, Houston, 77056, Texas

+1 (919) 544-9060

San Jose

333 West San Carlos Street, San Jose, 95110, California

+1 (919) 544-9060

San Francisco

1460 Mission Street, San Francisco, 94103, California

+1 (919) 544-9060

San Diego

600 B Street, San Diego, 92101, California

+1 (919) 544-9060

Denver

1550 Wewatta Street, Denver, 80202, Colorado

+1 (919) 544-9060

Austin

2700 West Anderson Lane, Austin, 78757, Texas

+1 (919) 544-9060

Atlanta

1372 Peachtree Street Northeast, Atlanta, 30309, Georgia

+1 (919) 544-9060

Dallas

3090 Nowitzki Way, Dallas, 75219, Texas

+1 (919) 544-9060

Phoenix

2425 East Camelback Road, Phoenix, 85016, Arizona

+1 (919) 544-9060

New to Xero? Padgett Business Services USA can help

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

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

  • 3 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.