The Bottom Line CPA

Accountant

  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2013

    Experience

    Partner since 2013
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

The Bottom Line CPA is more than accounting. Accountant. Bookkeeper. Tax Preparer. Trainer. Profit Coach. Family Friend.

We are also proud to be 100% Xero and Certified Profit First Professionals specializing in all things eCommerce and Online Business. We are your One-Stop Financial Headquarters for Online Entrepreneurs + Retailers where we are serving with heart to partner + empower entrepreneurs to create financial systems AND plans that boost the bottom line so they can confidently pocket their profits! We serve in all 50 states offering do-it-yourself, CPA-supported bookkeeping membership plans to full-service accounting + strategic planning.

Affiliations

  • Profit First Professionals

Find us on the web

The Bottom Line CPA: Bank experience

Clients of The Bottom Line CPA connect to a range of banks via Xero. The Bottom Line 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)
  • Barclaycard (US)
  • Capital One (US)
  • Chase (US)
  • Citibank (US)
  • Discover Card
  • First Horizon Business Banking (US)
  • PNC Bank (Small Business)
  • PayPal
  • Pinnacle Financial Partners (US)
  • Relay Financial
  • Stripe
  • SunTrust Online Cash Manager
  • US Bank
  • Wells Fargo (US)
  • Wise Business

The Bottom Line CPA: Industry experience

The Bottom Line 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


  • Accommodation and hospitality
  • Administration and support services
  • E-commerce
  • Marketing, advertising and consulting
  • Not-for-profit
  • Professional services
  • Retail

The Bottom Line CPA : App experience

The Bottom Line CPA serves clients who use 5 different apps that connect and integrate with Xero.



Connected apps

New to Xero? The Bottom Line CPA can help

Xero is beautiful online accounting software for smaller businesses. The Bottom Line CPA can help make your switch as smooth as possible.

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

  • 2 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

Awards

  • Xero Partner Advisory Board 2016 US
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.