Envision Business Services

Bookkeeper · 205 Ken Pratt Boulevard, Ste 120-7, Longmont, Colorado

  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2015


    Partner since 2015
  • Xero advisor certified


    Xero advisor certified

About us

Accounting and Tax Preparation Services

We are dedicated to your business success!


  • American Institute of Professional Bookkeepers
  • The Tax Institute

Find us on the web

Meet the team

Envision Business Services advisors: 4 - Xero certifications: 3

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

Rosemarie Forte


Profile image for Rosemarie Forte
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 2 years Xerocon attendance

Rosemarie's experience ranges from small business to government accounting in Colorado, Florida and South America. She has extensive training in individual, foreign and small business tax returns.

Envision Business Services: Bank experience

Clients of Envision Business Services connect to a range of banks via Xero. Envision Business Services 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)
  • Chase Bank (US)
  • PayPal
  • Relay Financial
  • Wells Fargo (US)

Envision Business Services: Industry experience

Envision Business Services 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

  • Arts and recreation
  • Construction and trades
  • Real estate and hiring services
  • Finance and insurance
  • Media and communications

Envision Business Services : App experience

Envision Business Services serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Envision Business Services has offices in 3 locations


205 Ken Pratt Boulevard, Ste 120-7, Longmont, 80501, Colorado

+1 8883399119

Boynton Beach

2500 Quantum Lakes Drive, Suite 203, Boynton Beach, 33426, Florida

+1 8883399119


1207 Van Tuyl Circle, Gunnison, 81230, Colorado

+1 8883399119

New to Xero? Envision Business Services can help

Xero is beautiful online accounting software for smaller businesses. Envision Business Services 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 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.