Partner status
Silver champion partner
Certification
Xero advisor certified
About us
Boardroom Accounting is a San Francisco, CA based boutique accounting firm that specializes in meeting the accounting and tax needs of individuals and small businesses. We serve clients throughout the San Francisco Bay Area and the broader United States.
Boardroom Accounting, PC: Bank experience
Clients of Boardroom Accounting, PC connect to a range of banks via Xero. Boardroom Accounting, PC 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)
- Mercury
- Navy Federal Credit Union
- PayPal
- US Bank (US)
- Wells Fargo (US)
Boardroom Accounting, PC: Industry experience
Boardroom Accounting, PC 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
- Real estate and hiring services
- Arts and recreation
- Professional services
- Healthcare and social services
- Marketing, advertising and consulting
Boardroom Accounting, PC : App experience
Boardroom Accounting, PC serves clients who use 2 different apps that connect and integrate with Xero.
Connected apps
New to Xero? Boardroom Accounting, PC can help
Xero is beautiful online accounting software for smaller businesses. Boardroom Accounting, PC can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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.