Xero Setup & Support
Prefer Xero? We set it up properly and help you get the most out of it.
Why Xero
Some businesses just prefer it. Cleaner interface. Better multi-currency support. Easier integrations with certain tools. If you’ve chosen Xero or you’re thinking about it, we can work with that.
We’re not religious about accounting software. QuickBooks is more common in Utah, but Xero does everything a small business needs. The right choice depends on your situation, not on what’s popular.
Setup Done Right
Same philosophy as QuickBooks. We configure it for your business, not the generic template. Chart of accounts that makes sense for your industry and your tax return. Bank feeds connected and working. Rules set up so you’re not manually categorizing every transaction.
Chart of Accounts
Chart of Accounts
Structured for how your business actually operates and how your CPA needs to see it. Clean from the start.
Bank Feeds
Bank Feeds
Connected, tested, and configured with rules that reduce manual work. Transactions flow in and land in the right place.
Invoicing
Invoicing
Templates, payment terms, online payment options, and automated reminders. Make it easy for customers to pay you.
Integrations
Integrations
Xero connects to hundreds of apps. We help you set up the ones that matter for your business and make sure data flows correctly.
Existing Xero Users
Already on Xero but it’s not working the way you expected? We can help. Maybe the chart of accounts is a mess. Maybe bank reconciliation is always off. Maybe you just have questions and can’t get a straight answer from support forums.
Cleanup
Cleanup
We fix what’s broken. Merge accounts, recategorize transactions, rebuild the structure. End up with a file you can actually use.
Support
Support
Questions come up. We answer them. Call, email, whatever works. No waiting around for a reply from a help desk overseas.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.