Making small business beautiful, together in Austin and San Antonio
The local Austin and San Antonio team is here to help bring your practice to the next level and change the way you work with your small business clients. Reach out to any of our team members below and they will be happy to discuss how Xero can help with your practice efficiencies and answer any questions you have.
Meet the Austin and San Antonio team
Account Managers
It's my job to analyze and optimize practices with Xero. I'll be your main point of contact through your practice's journey as you grow on our platform.
Partner Consultant
I’m here to guide you through the conversion process as you start moving your clients’ data to Xero. I’ll also assist you with implementation and walk you through setting up your account.
Bjorn Monsson
Xero Ambassador
I'm here to help current and potential partners along their journey to the cloud and expand the mindset of the profession.
Jay Kimelman
Austin and San Antonio Xero Partner Spotlights
Over 100,000 accountants and bookkeeprs are using Xero. Our partner spotlight series profiles exceptional Xero partners and their journeys to cloud accounting.
Joseph Werle
Meet Joseph, a Silver Xero Partner and owner of Crunch Consulting. One of the goals he has for Crunch Consulting is to streamline the financial consulting and taxation processes and make the work more seamless and sustainable. Xero's team helps me do the job more efficiently.
Lee Ann Crockett
Meet Lee Ann, a Silver Xero Partner and owner of GoodBooks. She used her Xero Partner Marketing Funds and training program to create a 90-day marketing plan to help spread the word about her business.
Rusty and Cassie Hale
Meet Rusty and Cassie, Owners of Hale CPA and Silver Xero Partners. Using the latest technology and applications, they help small business clients produce high quality accounting information with their team of experienced CPAs and professionals, on a small business budget.
Cheryl Finfrock
Meet Cheryl, a Owner of Austin Bookkeeping & Consulting and a Silver Xero Partner. Using Xero is the most significant technological change she's introduced to clients. She used QuickBooks desktop for years but shifting to cloud accounting created a more collaborative relationship with clients.
Nati Shaw
Meet Nati, Accounting Manager at Roland Wawrzyniak, Inc and a Bronze Xero Partner. Xero has enabled her to create an accounting platform with structured processes, a secure audit trail, timely reporting, and an internal filing system that she has been able to implement throughout their firm.
Walter Moten II
Meet Walter, a Xero Bronze Partner and owner of Bank Life Management, LLC. Using new technologies like Xero, they have created efficiencies for small businesses and cut down on time and costs for both set-ups as well as ongoing financial management.
Partner up to make business beautiful
Become a partner
A partnership with great rewards
Run your practice the way you choose
