Xero bookkeeping, setup and conversion
Xero makes daily bookkeeping fast — when the bank rules, tracking categories and integrations are set up right. We set up, clean up and run Xero books for businesses across the US.
What is included in xero bookkeeping & setup
Xero's reconciliation screen is fast, which also makes it easy to reconcile the wrong thing quickly. Bad bank rules, transfers coded as income and unmatched invoices are the usual culprits in a Xero file that does not tie out.
We configure Xero for how you actually run the business — locations, departments, projects — connect the apps you use, and keep it reconciled every month.
Xero setup
Chart of accounts, tracking categories, invoice templates and bank feeds configured from day one.
QuickBooks to Xero conversion
Balances, contacts and history moved across and checked against your old reports.
Reconciliation and cleanup
Every account brought back to the statement, wrong rules fixed.
Reporting
Monthly profit and loss by tracking category, cash flow and budget versus actual.
Signs you need xero bookkeeping & setup
- 1You moved to Xero and it never quite balancedConversion issues are common and fixable.
- 2You need reports by location or projectTracking categories make this easy when set up correctly.
- 3Your bank rules are coding things wrongOne bad rule can miscode hundreds of transactions.
- 4You want to stop doing the books yourselfWe take over the monthly work.
What you receive
- Configured or corrected Xero organization
- Bank rules reviewed and rebuilt
- Reconciled accounts
- Connected apps (payroll, payments, e-commerce)
- Monthly reports by tracking category
- Year-end package for your tax professional
$15 per hour for setup, conversion and Xero bookkeeping, with an hours estimate up front. See pricing or what bookkeeping costs.
Xero bookkeeping & setup FAQ
Both work well for small businesses. QuickBooks is more common in the US and with US CPAs; Xero is strong for multi-currency and simple, fast reconciliation. We will recommend one based on your situation, not a referral fee.
Yes, either with Xero's built-in tax rates or a connected sales tax app, depending on how many states you sell into.
US clients usually connect Gusto or another payroll provider to Xero. We set up and reconcile the payroll journal entries.
Get a free quote — $15 per hour
Reply from Jay within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
Xero bookkeeping & setup in every US state
We work with businesses in all 50 states and DC. Each state page covers its own income tax, sales tax and business filing rules.
Accountant in Alabama · Accountant in Alaska · Accountant in Arizona · Accountant in Arkansas · Accountant in California · Accountant in Colorado · Accountant in Connecticut · Accountant in Delaware · Accountant in Washington DC · Accountant in Florida · Accountant in Georgia · Accountant in Hawaii · Accountant in Idaho · Accountant in Illinois · Accountant in Indiana · Accountant in Iowa · Accountant in Kansas · Accountant in Kentucky · Accountant in Louisiana · Accountant in Maine · Accountant in Maryland · Accountant in Massachusetts · Accountant in Michigan · Accountant in Minnesota · Accountant in Mississippi · Accountant in Missouri · Accountant in Montana · Accountant in Nebraska · Accountant in Nevada · Accountant in New Hampshire · Accountant in New Jersey · Accountant in New Mexico · Accountant in New York · Accountant in North Carolina · Accountant in North Dakota · Accountant in Ohio · Accountant in Oklahoma · Accountant in Oregon · Accountant in Pennsylvania · Accountant in Rhode Island · Accountant in South Carolina · Accountant in South Dakota · Accountant in Tennessee · Accountant in Texas · Accountant in Utah · Accountant in Vermont · Accountant in Virginia · Accountant in Washington · Accountant in West Virginia · Accountant in Wisconsin · Accountant in Wyoming
Often combined with this
Monthly bookkeeping
Every transaction categorized, every account reconciled, a clean P&L by the 15th of the month.
Open →A5r2Any accounting software
Zoho Books, FreshBooks, Wave, Sage, NetSuite, Bill.com — we work in what you use.
Open →A5r3Sales tax tracking
Nexus tracking, sales tax reports and filing preparation across states.
Open →Get a free estimate for xero bookkeeping & setup
Twenty minutes is usually enough to understand your books and estimate the hours at $15 per hour. No obligation.