ATAX Bookkeeping

Accountant

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About us

ATAX a national professional services firm offering bookkeeping, tax and payroll services. As an award winning firm with over 30 years experience we would love to serve you.

Meet the team

ATAX Bookkeeping advisors: 14 - Xero certifications: 0

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

Joel Lacayo

Head of Growth - US

Xero Migration

Has training and expertise in switching clients to Xero.
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.
1 year Xerocon attendance

Building out an incredible sales team with a hyper focus on bookkeeping services. We provide an efficient & attentive process to allow each of our clients to focus on what matters most: their business

ATAX Bookkeeping: Bank experience

Clients of ATAX Bookkeeping connect to a range of banks via Xero. ATAX Bookkeeping 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 (US)
Citibank (US)
PayPal
TD Bank
Wells Fargo (US)

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ATAX Bookkeeping: Industry experience

ATAX Bookkeeping 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

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Industries Served

Accommodation and hospitality
Construction and trades
Healthcare and social services
Professional services
Repairs and personal services
Not-for-profit

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ATAX Bookkeeping : App experience

ATAX Bookkeeping serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? ATAX Bookkeeping can help

Xero is beautiful online accounting software for smaller businesses. ATAX Bookkeeping can help make your switch as smooth as possible.

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

5 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 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.

ATAX Bookkeeping

Xero Migration

Silver champion partner

Partner since 2013