Padgett Business Services USA

Accountant · 5920 South Miami Boulevard, Suite 202, Morrisville, North Carolina

  • Gold champion partner

    Partner status

    Gold champion partner 
  • Partner since 2015

    Experience

    Partner since 2015 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero advisor certified

    Certification

    Xero advisor certified 
  • Xero migration certified

    Certification

    Xero migration certified 

About us

Padgett Business Services is your "one stop shop" for small business accounting, payroll, tax planning & preparation, profit and growth coaching. Our prices are customized to your businesses specific needs and values, no hourly rates no surprise invoices, full transparency, and your expectations will be set and met. Let's go back to the beginning and reignite that spark that made you want to go into business in the first place or if you're just starting out let's build a solid foundation together, you dedicate your life to this, and we want to help you succeed on all levels!

Affiliations

  • American Institute of CPAs
  • National Association of Certified Public Bookkeepers
  • National Association of Enrolled Agents
  • National Bookkeepers Association
  • Profit First Professionals

Meet the team

Padgett Business Services USA advisors: 16 - Xero certifications: 21

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

Christopher J. Leon, EA

Accounting Manager

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  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

My name is Chris and I am the accounting manager at Padgett Business Services. I have been with the company for 6 years and love to help small businesses succeed and grow.

Steven W. Warren

Internal Operations & Payroll Specialist

Profile image for Steven W. Warren
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.

Hello! My name is Steve Warren and I am the Operations Manager here. I came to Padgett from California and I look forward to bringing my experience here to help you in any way I can!

Samuel T. McCraw, CPA, MAC

Accounting, Advisory & Tax Professional

Profile image for Samuel T.  McCraw, CPA, MAC
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

Sam is a North Carolina CPA residing in Durham, NC. His experience includes accounting, financial analysis, and tax roles in technology, telecommunications, pharmaceuticals, and public accounting.

Matthew T. Meyer, EA

Internal Operations

Profile image for Matthew T. Meyer, EA
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.

Greetings! I earned my BA from the University of North Carolina-Chapel Hill. I was born on an Army base in Stuttgart, Germany. I'm excited to assist and help you out in any way I can!

Justin W. Reed, CPA

Account Manager

Profile image for Justin W. Reed, CPA
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.

Justin is a North Carolina licensed CPA. Justin brings years of working in financial departments of small businesses. He specializes in providing financial statement analysis and strategic planning.

Brittany Webb

Bookkeeper

Profile image for Brittany Webb
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

Padgett Business Services USA: Bank experience

Clients of Padgett Business Services USA connect to a range of banks via Xero. Padgett Business Services USA 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
  • Silicon Valley Bank
  • Wells Fargo

Padgett Business Services USA: Industry experience

Padgett Business Services USA 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
  • Retail
  • Construction and trades
  • Accommodation and hospitality
  • E-commerce
  • Healthcare and social services
  • Real estate and hiring services
  • Marketing; advertising and consulting
  • Finance and insurance
  • Arts and recreation
  • Wholesale
  • Manufacturing
  • Education
  • Repairs and personal services
  • Not-for-profit

Padgett Business Services USA : App experience

Padgett Business Services USA serves clients who use 7 different apps that connect and integrate with Xero.



Connected apps

Find us

Padgett Business Services USA has offices in 10 locations

Morrisville

5920 South Miami Boulevard, Suite 202, Morrisville, 27560, North Carolina

+1 (919) 544-9060

Houston

2700 Post Oak Boulevard, Houston, 77056, Texas

+1 (919) 544-9060

Atlanta

1175 Peachtree Street Northeast, Atlanta, 30361, Georgia

+1 (919) 544-9060

Detroit

1449 Woodward Avenue, Detroit, 48226, Michigan

+1 (919) 544-9060

San Diego

8910 University Center Lane, San Diego, 92122, California

+1 (919) 544-9060

Miami

2222 Ponce de Leon Boulevard, Miami, 33134, Florida

+1 (919) 544-9060

Boston

1 Beacon Street, Boston, 02136, Massachusetts

+1 (919) 544-9060

Portland

700 Southwest 5th Avenue, Portland, 97204, Oregon

+1 (919) 544-9060

Chicago

20 West Kinzie Street, Chicago, 60610, Illinois

+1 (919) 544-9060

Nashville

901 Woodland Street, Nashville, 37206, Tennessee

+1 (919) 544-9060

New to Xero? Padgett Business Services USA can help

Xero is beautiful online accounting software for smaller businesses. Padgett Business Services USA can help make your switch as smooth as possible.

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

  • 1 Year 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.
  • Xero Partner Since 2015
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.