CPA Services for Businesses Using Xero
Already using Xero? Now get a CPA team that knows how to use it right.
Xero is clean, flexible, and cloud-based. But without CPA oversight, it’s easy to miss what your numbers are actually saying. Straight Talk CPAs helps business owners move beyond basic bookkeeping—with real strategy, accurate reporting, and smarter decisions made possible by Xero’s data.
You don’t need to switch platforms. You just need the right people interpreting the numbers behind it.
Why Xero Users Work with CPAs
Most business owners don’t need more software—they need a sharper lens on what the software is showing them. That’s where a CPA comes in.
We help you:
- Fix the underlying structure of your chart of accounts
- Review monthly reports and highlight what matters
- Spot red flags before they cost you money
- Plan proactively for taxes, cash flow, and growth
- Build confidence in the decisions you’re making
Because your
Xero file isn’t just for compliance—it’s your business’s story. We help you read it.
What’s Included in Xero CPA Services
Chart of Accounts Review & Optimization
We clean up messy setups and align your accounts with your business model, so reports make sense and taxes stay organized.
Monthly or Quarterly CPA Oversight
You’ll get regular reviews of your Xero books—not just at tax time—so your numbers stay accurate, audit-ready, and usable all year long.
Financial Reporting & Advisory
We help you understand what’s behind the reports: where you’re profitable, where you’re leaking cash, and where to adjust.
Tax Planning & Entity Strategy
We go beyond filing. We help you structure your business and timing to reduce what you owe—backed by your real Xero data.
Cash Flow Monitoring & Forecasting
Need help managing the ebb and flow? We use your real-time data to project cash needs and smooth out the rollercoaster.
Audit Support & Year-End Reviews
If you ever face an audit or need assurance-level reporting, our CPAs are already in the system and ready to step up.
- Business owners using Xero who want smarter support
- Companies scaling fast and needing financial leadership
- Teams who’ve outgrown basic bookkeeping
- Founders frustrated with CPAs who only show up in March
- Anyone who wants better decisions backed by better numbers
Who It’s For
Real Client Transformation
Client Type: U.S.-based consulting firm with contractors across multiple states
Their Issue:
Their books were technically done, but they were flying blind financially. Their last accountant only checked in at tax time—and they didn’t understand how much to save or where to invest.
What We Did:
- Performed a full chart of accounts review
- Provided monthly CPA oversight and reporting
- Built a tax savings plan for quarterly estimates
- Introduced budgeting and cash flow tools via Xero
The Result:
The client now meets quarterly with a CPA, knows exactly where they stand, and has doubled profitability without increasing stress.
