Juniper Sage, LLC

Accountant · Taos, We're 100% mobile, but have a part-time base in Taos NM, Taos, New Mexico

{"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":"silver-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/silver-champion","tagID":"xero:advisor-directory/cards/partner-status/silver-champion","title":"Silver 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-silver.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":"2012","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2012","tagID":"xero:advisor-directory/cards/partner-since/2012","title":"Partner since 2012","description":"The advisor has been a Xero partner since 2012","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()":"eb6b309e-d822-4fac-bba8-79a6bbe769fd"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Being an entrepreneur means having the freedom to create a life you enjoy living, but that freedom is often the first thing lost when it comes to meeting your bottom line and growing your business. We can help you learn to focus on what matters and simplify your everyday so that your time, money and relationships come into balance.

We offer Xero-only accounting and income tax planning & preparation for small business owners all across the United States. We're friendly, available, and pride ourselves on speaking plain-English accounting. We use a combination of collaboration technologies to work with our clients. For all of our services, we charge flat, non-hourly rates.

Meet the team

Juniper Sage, LLC advisors: 2 - Xero certifications: 1

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

Renee Taylor, CPA

Certified Public Accountant

Xero advisor certified

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

I have 2+ decades' financial and accounting experience. I specialize in serving small businesses and their owners. I'm a mountain biker, snowboarder, and amateur Tarot card reader.

Juniper Sage, LLC: Bank experience

Clients of Juniper Sage, LLC connect to a range of banks via Xero. Juniper Sage, LLC 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)
Capital One (US)
Chase Bank (US)
PayPal
Wells Fargo (US)

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"american-express-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/american-express-(us)","tagID":"xero:advisor-directory/cards/bank-connections/american-express-(us)","title":"American Express (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"capital-one-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/capital-one-(us)","tagID":"xero:advisor-directory/cards/bank-connections/capital-one-(us)","title":"Capital One (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"chase-bank-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/chase-bank-(us)","tagID":"xero:advisor-directory/cards/bank-connections/chase-bank-(us)","title":"Chase Bank (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"paypal","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/paypal","tagID":"xero:advisor-directory/cards/bank-connections/paypal","title":"PayPal","description":"","tagImage":"","parentTag":{"title":""}},{"name":"wells-fargo-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/wells-fargo-(us)","tagID":"xero:advisor-directory/cards/bank-connections/wells-fargo-(us)","title":"Wells Fargo (US)","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Juniper Sage, LLC: Industry experience

Juniper Sage, LLC 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

{"cache":{"resources":{"industry-tag-specialist-content/industry-tag-specialist-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"tags","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industry Specialist","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/professional-services","tagID":"xero:advisor-directory/cards/specialist/industry/professional-services","title":"Professional services","description":"Has training and expertise in advising on apps for professional services firms.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-professional-services.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","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"}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-specialist-content","wcmmode":"disabled","queryParameters":"{}"}

Industries Served

Healthcare and social services
Marketing, advertising and consulting
Professional services

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"marketing-advertising-and-consulting","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","tagID":"xero:advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","title":"Marketing, advertising and consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Juniper Sage, LLC : App experience

Juniper Sage, LLC serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

Find us

Juniper Sage, LLC has an office in 1 location

Taos: Taos, We're 100% mobile, but have a part-time base in Taos NM, Taos, 87571, New Mexico; +1 8286745141

New to Xero? Juniper Sage, LLC can help

Xero is beautiful online accounting software for smaller businesses. Juniper Sage, LLC can help make your switch as smooth as possible.

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

4 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 2012

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.