Associated Accountants and Advisors

Accountant · 3201 Bell Road, Montgomery, Alabama

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"silver-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/silver-champion","tagID":"xero:advisor-directory/cards/partner-status/silver-champion","title":"Silver champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-silver.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2013","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2013","tagID":"xero:advisor-directory/cards/partner-since/2013","title":"Partner since 2013","description":"The advisor has been a Xero partner since 2013","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"2356aa4f-8044-4ef7-831f-3084b046ba0f"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Associated Accountants and Advisors, founded 1979 and based in Montgomery, Alabama, provides a full range of tax, accounting, bookkeeping, business advisory, outsourcing, payroll and business services, either in your facility or at our location, nationwide. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as Xero or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses.

Affiliations

American Institute of CPAs

Meet the team

Associated Accountants and Advisors advisors: 12 - Xero certifications: 10

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Avery Houston

Operations Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Operations Manager at Associated CPAs in Montgomery, AL. Certified Xero Advisor, as well as People Advisory Certified through Gusto.

Diana Cooper

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Associated Accountants and Advisors: Bank experience

Clients of Associated Accountants and Advisors connect to a range of banks via Xero. Associated Accountants and Advisors specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Capital One (US)
Chase Bank (US)
Regions Bank
River Bank and Trust (US)
SouthPoint Bank (US)
Wells Fargo (US)

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"american-express-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/american-express-(us)","tagID":"xero:advisor-directory/cards/bank-connections/american-express-(us)","title":"American Express (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"capital-one-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/capital-one-(us)","tagID":"xero:advisor-directory/cards/bank-connections/capital-one-(us)","title":"Capital One (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"chase-bank-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/chase-bank-(us)","tagID":"xero:advisor-directory/cards/bank-connections/chase-bank-(us)","title":"Chase Bank (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"regions-bank","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/regions-bank","tagID":"xero:advisor-directory/cards/bank-connections/regions-bank","title":"Regions Bank","description":"","tagImage":"","parentTag":{"title":""}},{"name":"river-bank-and-trust-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/river-bank-and-trust-(us)","tagID":"xero:advisor-directory/cards/bank-connections/river-bank-and-trust-(us)","title":"River Bank and Trust (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"southpoint-bank-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/southpoint-bank-(us)","tagID":"xero:advisor-directory/cards/bank-connections/southpoint-bank-(us)","title":"SouthPoint Bank (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"wells-fargo-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/wells-fargo-(us)","tagID":"xero:advisor-directory/cards/bank-connections/wells-fargo-(us)","title":"Wells Fargo (US)","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Associated Accountants and Advisors: Industry experience

Associated Accountants and Advisors works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

E-commerce
Professional services
Not-for-profit

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"e-commerce","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/e-commerce","tagID":"xero:advisor-directory/cards/industry-experiences/e-commerce","title":"E-commerce","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"not-for-profit","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/not-for-profit","tagID":"xero:advisor-directory/cards/industry-experiences/not-for-profit","title":"Not-for-profit","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Associated Accountants and Advisors : App experience

Associated Accountants and Advisors serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

Find us

Associated Accountants and Advisors has an office in 1 location

Montgomery: 3201 Bell Road, Montgomery, 36116, Alabama; +1 334-834-1040

New to Xero? Associated Accountants and Advisors can help

Xero is beautiful online accounting software for smaller businesses. Associated Accountants and Advisors can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2013

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.