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650-513-0481

Xero Bookkeeping Services in San Mateo, CA

Properly keeping track of your books is one of the best ways you can grow your business for the future while avoiding potential financial pitfalls. With the right bookkeeping program and advisors, you are able to gain a complete understanding of your cash flow so that you can approach business planning with an informed, knowledgeable outlook.

Padgett® provides you with Xero bookkeeping services in San Mateo, CA, to help you accomplish this goal. We are a Xero Certified Advisor, which enables us to offer you comprehensive Xero setup and training services. Xero cloud accounting is the ideal business accounting software for small to mid-sized business owners.

Online Accounting

Xero allows you to log in online anytime from anywhere. This makes it easy for you to see up-to-date business financials so you can make immediate decisions without delay or regret.

Dashboard

Want to see all of your bank balances, invoices, bills, and expense claims at a glance? Maybe you want to be able to add new transactions with a click? Xero allows you to do all of this with a helpful dashboard.

Automatic Bank Reconciliation

Xero imports and categorizes your latest bank transactions for you. All you need to do is simply click “OK” to reconcile.

Smart Reports

Viewing and sharing interactive reports and budgets in real time is possible when you use Xero software. This helps you begin planning for the future of your business without having to wait until the end of the month to see new reports.

Easy Invoicing

Create professional, recurring invoices with the help of Xero. This makes invoicing your clients much easier. You will even receive updates when your client opens the invoices.

Quotes

Manage and create quotes with the help of Xero. This impressive accounting program helps you easily turn quotes into invoices when the work is done to help you quickly bill your clients with minimal delay.

Claim Those Expenses

You can review and approve receipts on Xero to handle all of your personal expenses. How easy is it to do this? All you need to do is take a photo of your receipts using your mobile phone, and they will be saved online for you.

Enter Bills

Managing your cash flow is made easier by working with Xero. This helpful program allows you to schedule payments and batch pay suppliers through the dashboard.

Prepare W2s & 1099s

With Xero, you can quickly find payments to vendors that are necessary to comply with 1099s. This program prepares all 1099 data for export or eFile directly through an add-on.

Export to Tax Software

With just a few clicks, you can export your tax file to import-ready tax software. You can also use this service to export a trial balance to upload into other tax software.

Mobile

When you are on the move, you should still be able to manage your business. Xero Touch for your phone or tablet allows you to reconcile, send invoices, and create expense claims from anywhere in the world.

Xero Support Services Available

  • Xero Training
  • Xero Tips
  • Xero Setup
  • Xero Support
  • Xero Tune-up

Contact us when you are interested in learning more about the benefits of using Xero accounting software. Our representatives are ready to consult with clients located throughout the San Mateo, California, area.

FREE 30-minute business tax assessment... we contact you!
Map
Padgett of San Mateo, CA
650-513-0481
161 West 25th Ave., Ste. 109 San Mateo, CA 94403
Office Hours
Mon-Fri 9:00am - 5:00pm
Saturday By Appointment
Sunday By Appointment