Shay James CPA

Accountant

  • Bronze partner

    Partner status

    Bronze partner
  • Partner since 2013

    Experience

    Partner since 2013
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Concierge CPA and CFO services

Affiliations

  • American Institute of CPAs

Meet the team

Shay James CPA advisors: 1 - Xero certifications: 1

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

Shay James

CPA, EA

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

I help brand strategy, marketing, and design firms turn a profit, dump debt, and supercharge cash flow within 60 days. The right accounting system will help you become crystal clear on your business.

Shay James CPA: Bank experience

Clients of Shay James CPA connect to a range of banks via Xero. Shay James CPA 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)
  • Bank of America (US)
  • Chase Bank (US)
  • Wells Fargo (US)

Shay James CPA: Industry experience

Shay James CPA 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


  • Professional services

Shay James CPA : App experience

Shay James CPA serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

New to Xero? Shay James CPA can help

Xero is beautiful online accounting software for smaller businesses. Shay James CPA can help make your switch as smooth as possible.

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

  • Partner since 2013
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.