Partner status
Bronze partner
Experience
Partner since 2015
Certification
Xero advisor certified
About us
Providing personal financial and business solutions.
Sherman Financial: Bank experience
Clients of Sherman Financial connect to a range of banks via Xero. Sherman Financial 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
- Chase Bank (US)
- Wells Fargo (US)
Find us
Sherman Financial has an office in 1 location
- Chapel Hill
902 Crestwood Lane, Chapel Hill, 27517, NC
New to Xero? Sherman Financial can help
Xero is beautiful online accounting software for smaller businesses. Sherman Financial can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
-
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.