New Era CFO

Accountant · 3087 Holiday Village Road, Traverse City, Michigan

  • Bronze champion partner

    Partner status

    Bronze champion partner 
  • Partner since 2017

    Experience

    Partner since 2017 
  • Xero advisor certified

    Certification

    Xero advisor certified 
  • Xero migration certified

    Certification

    Xero migration certified 

About us

Headquartered in Traverse City, MI with the tools to assist clients world-wide, New Era CFO helps small businesses and start-ups by providing bookkeeping services, tax services, and financial advisory services to our clients. Additionally, we are gurus in cloud accounting technologies and often find ourselves acting as cloud software consultants. This allows business owners to put all their focus and efforts into growing their business. Our founders believe in leveraging cloud accounting software to create more efficient accounting processes for our clients.

Find us on the web

New Era CFO: Bank experience

Clients of New Era CFO connect to a range of banks via Xero. New Era CFO 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
  • PayPal

Find us

New Era CFO has an office in 1 location

Traverse City

3087 Holiday Village Road, Traverse City, 49686, Michigan

+989 3906760

New to Xero? New Era CFO can help

Xero is beautiful online accounting software for smaller businesses. New Era CFO can help make your switch as smooth as possible.

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

  • Xero Partner Since 2017
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.