Full-service solutions for America’s top 300 accounting firms

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Three reasons to contact the team today

In the cloud

Beat the status-quo

If you’re ready to move to the cloud, you need to know how to manage change and where to start. With Xero, you’ll get a roadmap for cloud adoption to unite all of your service lines.

With you every step of the way

Effortless onboarding

Xero customizes onboarding resources from contracting to conversion and our partner success managers help you get it done. And we can help you anywhere in the US with on-the-ground support in 10 communities.

Implementation

Ongoing support and resources

We’re constantly evaluating and working with app partners in the largest firms in America. We know what works, why it works and when it doesn’t. We coordinate your cloud adoption journey so you can focus on winning.

Getting started on your journey

Our enterprise accounts team delivers value to your firm’s leadership. Here’s just a taste of what that might look like:


Strategy

With Xero, you can navigate your firm’s requirements and move beyond the status quo. Our team looks closely at what technologies your service lines are using and identifies opportunities where Xero’s platform can provide efficiency and increase competitiveness. We also help you segment your clients and reporting requirements. 

When it comes to independence and data governance, we customize our solutions to fit your needs. With over 700 app partners, our teams help you build a stack that works for your firm’s clients, wherever they are.

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Project Management

When you’re ready to switch your staff and clients to Xero, we help you develop an onboarding strategy for your app stack. It’s important to assess what’s working and how can you improve, and create an environment where people can speak.

We work with your learning and development teams to provide custom quarterly product updates and custom app training for your stack with free CPE, so you’ll have one point of contact for all of your needs.

 

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Benchmarking approach

If you’re setting up a center of excellence or acquiring a firm, we have a dedicated partner success team (many of whom are CPAs) to ensure your implementation is smooth. 

Together with our professional services team, we work with you to plan a pilot and implementation around your requirements. We'll prove our value to you by benchmarking your monthly close and tax prep processes. Xero offers features like Report Templates and enforce your firm's policies and disclosure requirements.

 

 

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Trust in a long term technology partner

Get an inside view to the product roadmap with the enterprise accounts team. We show up to escalate support issues, take in your product feedback, and develop solutions that are going to work for your service lines. Our global executive leaders, product team, and professional services teams are seasoned Xero’s and software professionals.

 

 

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Global business development opportunities

The enterprise accounts team customizes the Xero partner program to support your marketing needs. Simply put, we go to market with you through non-standard partner marketing funds and execute various campaigns to grow your client base for a specific industry, region, or service line.

Thanks to our global partners and alliances, we help grow your global service teams and international tax groups. Our deep global networks provide maximum reach and cost savings opportunities. Have technology to sell? We want to know.

 

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Armanino LLP + Xero

See how Armanino LLP, Xero Gold Champion Partner and one of the largest independent accounting and business consulting firms in California, uses the Xero platform to reduce manual data entry and provide higher value services to their clients. 

Meet the Xero team

Whether it’s getting your clients on Xero or deploying our team to work with your learning development team, help is always at hand. Book a demo with the team today to get started.

David Emmerman

David Emmerman

David is dedicated to working with small businesses and his expert team to develop a best in class accounting experience. Passionate about technology, David is happiest when he’s bringing together small business owners and cloud-based solutions.

Connect on Linkedin or Twitter.

Bridgett Rich

Bridgett Rich

Bridgett is a former accountant with diverse business development, accounting, and finance experience in the startup, industry and professional services. She has practiced (and lived) in the United States and internationally. She also stays active in the community serving on boards and mentor/advisory programs.

Connect on Linkedin or Twitter.

Rafael Skovron

Rafael Skovron

Learned to code as being a CPA wasn't nerdy enough. Loves Pinot Noir, falling asleep to tax cpe, and is considering starting a reserve just for chihuahuas.

Connect on Linkedin or Twitter.

Thomas Casey

Thomas Casey

A proven strategist with more than 15 years of experience managing vital accounts and developing innovative go-to-market strategies and programs.

Connect on Linkedin or Twitter.

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