Xero Certified Professionals

Xero Expertise We Provide Your Business

You need a Xero expert to help you make the most of your accounting software, and we’re here to help.

All of our CPA team members are Xero Certified Advisors, and know how to best set up and use Xero for small businesses and practices. We aren’t just Xero experts. Our entire team has accounting degrees and are CPAs or actively working towards their CPA certification.

We know Xero, and we know accounting. Get your business set up for success from the start or have us step in to take over your accounting management so you can relax, knowing your accounting is being handled by experts.

Contact us today and get your accounting handled.

Xero Silver Partner

Xero Support for Your Business

  • Set up your accounting system to support your specific business.
  • Get expert guidance and training from our Certified Xero Advisors, customized to your business type and needs.
  • Make sure your Chart of Accounts is set up correctly.
  • Know that your KPIs are being tracked and business performance is being accurately reported.
  • Master Xero reports and create custom reports to see the numbers that matter most to your business. Learn how to interpret them so you can make the right decisions.
  • Link your bank, credit cards, payroll, and other online systems with Xero integrations.
  • Get strategic insight from our advisors on your progress towards your business goals.

Our Mission is to Help You Achieve Your Goals:

  • For business owners who want to outsource their accounting function, our CPA firm can set up your system, complete your monthly accounting processes, and provide monthly reports for review and discussion. If you are trying to rapidly grow your business, staying on top of your results is the best way to identify the impact of your management decisions.
  • For business owners who want to do their own accounting, our CPA firm can set up your system, answer your questions, and offer a hands-on guide to quickly learn the system.

Complete this form to set up a consultation.

“I appreciate that Caudell & Associates have a very strong understanding of my business, not just the numbers. The entire team is accessible and knowledgeable to provide me with timely support when situations arise. As a business owner, it’s nice to work with an expert team that will be in my corner to help the business grow without worrying about whether we are on the right path financially.”

-- Monirah Bacnik, CEO, brand28