Xero Certified Professionals

Xero Expertise We Provide Your Business

All of our CPA firm team members are Xero Certified Advisors. All team members have accounting degrees and are, or are working toward becoming, a CPA. Every member of our team is invested in helping you get the most out of your accounting system. Contact us so we can help you!

Xero Support We Provide Your Business

  • Your accounting system will be set up to support your business and provide strategic insight on your progress toward your goals.
  • You and your team will learn the system more quickly when one of our certified team members is your guide.
  • Your Chart of Accounts will be set up for your business. It will make it easier to track your KPIs and business performance.
  • You will get customized reports for your business and we will help you figure out how to interpret them.
  • Your accounting system will be linked to your bank, credit cards, payroll and other online systems that integrate with Xero.

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