CFO Advisory by Bookkeeper360

Accountant · 100 Crossways Park Dr. West, Suite 402, Woodbury, NY

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About us

Bookkeeper360 is a two-time winner of “Top Xero Partner of the Year.” We provide full-service accounting and technology advisory services to growing businesses. Our team includes dedicated Client Advisors, CPA’s and Technology experts.

Affiliations

American Institute of CPAs
Chartered Global Management Accountants

CFO Advisory by Bookkeeper360: Bank experience

Clients of CFO Advisory by Bookkeeper360 connect to a range of banks via Xero. CFO Advisory by Bookkeeper360 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

Amegy Bank
American Express (US)
Bank of America (US)
Barclaycard (US)
Brex (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
Citizens Bank USA
Mercury
Middlesex Savings Bank
Montgomery Bank (US)
Novo
PayPal
Silicon Valley Bank - SVB Online Banking
Stripe
TD Bank
Truist (US)
US Bank (US)
Wells Fargo (US)
Wise Business

CFO Advisory by Bookkeeper360: Industry experience

CFO Advisory by Bookkeeper360 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

Accommodation and hospitality
Administration and support services
Finance and insurance
Marketing, advertising and consulting
Professional services
Arts and recreation
Manufacturing
Retail
E-commerce
Education
Healthcare and social services
Repairs and personal services
Real estate and hiring services
Construction and trades

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CFO Advisory by Bookkeeper360 : App experience

CFO Advisory by Bookkeeper360 serves clients who use 17 different apps that connect and integrate with Xero.

Connected apps

Find us

CFO Advisory by Bookkeeper360 has offices in 9 locations

Woodbury: 100 Crossways Park Dr. West, Suite 402, Woodbury, 11797, NY; +1 8004785082

Chicago: 20 West Kinzie Street, Chicago, 60610, Illinois; +1 8004785082

Hartford: 100 Pearl Street, Hartford, 06103, Connecticut; +1 8004785082

Columbus: 20 South 3rd Street, Columbus, 43215, Ohio; +1 8004785082

New Orleans: 650 Poydras Street, New Orleans, 70130, Louisiana; +1 8004785082

Kansas City: 1828 Walnut Street, Kansas City, 64108, Missouri; +1 8004785082

Washington: 1875 Connecticut Avenue Northwest, Washington, 20009, District of Columbia; +1 8004785082

Los Angeles: 555 West 5th Street, Los Angeles, 90013, California; +1 8004785082

Las Vegas: 400 South 4th Street, Las Vegas, 89101, Nevada; +1 8004785082

New to Xero? CFO Advisory by Bookkeeper360 can help

Xero is beautiful online accounting software for smaller businesses. CFO Advisory by Bookkeeper360 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

Awards

Xero Partner Advisory Board 2016 US

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.