Xero accounting

Xero Accounting by a Certified Advisor

Xero setup, migration, invoicing, reconciliation, and monthly reporting, handled by a Xero Certified Advisor who keeps your cloud books clean.

QuickBooks ProAdvisorXero Certified AdvisorUpwork Top Rated1500+ Clients

Overview

Cloud accounting done properly in Xero

Xero is a powerful, collaboration friendly cloud platform, and it shines when it is set up and maintained well. As a Xero Certified Advisor, we structure your organization, connect feeds and apps, and keep everything reconciled so you and we can work in the same file in real time.

What's included

What your Xero service includes

XE

Setup or migration

Fresh Xero setup or a clean migration from QuickBooks or spreadsheets, with history intact.

RE

Bank reconciliation

Every account reconciled so your Xero dashboard reflects reality.

IN

Invoicing & feeds

Invoicing, bank feeds, and rules configured so day to day stays effortless.

RP

Monthly reports

Profit and loss, balance sheet, and the reports you actually use, every month.

Is this you?

This is for you if

  • You are on Xero but not getting clean numbers from it
  • You want to move to Xero from QuickBooks or spreadsheets
  • You value working in the same file as your bookkeeper
  • You want a certified advisor, not trial and error

Why HOLO

Certified, remote, and accountable

We are a Xero Certified Advisor and QuickBooks ProAdvisor, Upwork Top Rated, with 1500+ businesses served. You get real time collaboration, secure access, one contact, and reliable monthly reporting.

FAQ

Common questions

Can you migrate me to Xero without losing history?

Yes. We migrate cleanly and reconcile so you start on solid, accurate balances.

Do you set up Xero apps and integrations?

Yes, we connect the bank feeds and apps that fit your workflow.

Is Xero better than QuickBooks?

Neither is universally better. We help you choose based on how you work, then set it up properly.

Do you serve my state?

Yes, we work with Xero users in all 50 states, entirely remotely.

Ready to run clean books in Xero?

Book a free consultation and we will map your Xero setup and what it needs.