Xero Accounting Services, built around your business.

Neither is universally better — the right answer depends on your business. Xero is generally the stronger fit if you need unlimited users without paying more per person, want a cleaner interface, have international or multi-currency operations, or run an app-heavy workflow with tools like Cin7, Shopify, or Katana. QuickBooks is often better if you need deep enterprise inventory features, complex job costing, or are already embedded in the Intuit ecosystem with an accountant who prefers QBO. Certum is certified in both and gives you an honest recommendation — not a sales pitch for whichever we prefer.

Most QuickBooks to Xero migrations completed by Certum take 2 to 4 weeks for straightforward businesses. More complex migrations — multiple entities, years of historical data, or several integrations that need to be rebuilt — may take 4 to 8 weeks. Our process includes data mapping, a test migration, opening balance verification, bank feed reconnection, and full reconciliation before your team goes live. We run parallel processing so you don't lose access to your old QuickBooks file until everything is verified in Xero.

A Xero Certified Advisor is an accounting professional who has completed Xero's official certification program, demonstrating expertise in setting up, using, and supporting Xero for clients. Certum Solutions holds Xero Bronze Partner status with certified advisors on staff — meeting Xero's requirements for knowledge, client volume, and ongoing training. Working with a certified Xero advisor means your implementation is done correctly from the start, not learned at your expense.

Xero offers three main US plans as of early 2026: Early at $20/month (limited invoices and bills — best for very small or startup businesses), Growing at $47/month (unlimited invoices, bills, and reconciliation — the right plan for most small businesses), and Established at $78/month (adds multi-currency, expense claims, and project tracking). All plans include unlimited users — which makes Xero significantly more cost-effective than QuickBooks Online for teams with three or more users. As a certified Xero partner, Certum can provide exclusive introductory discounts for new Xero subscribers.

Yes. Certum migrates chart of accounts, customer and vendor records, open invoices and bills, and opening balances from QuickBooks to Xero. We run a test migration first to identify mapping issues, then verify every opening balance before you go live. It's important to understand that full historical transaction detail import into Xero has native limitations — we walk you through exactly what transfers, what becomes archived reports, and what you'll be able to access before we begin. No surprises.

Xero setup is technical: create the account, connect bank feeds, add users, turn on features. Done in a few days. Xero implementation is strategic: design the chart of accounts for your business model, configure AP, AR, and month-end close workflows, set up tracking categories for the reporting you actually need, migrate historical data accurately, build and test integrations, and train your team on their specific roles. Most businesses that "set up" Xero themselves end up with a system that technically runs but produces unreliable reports and requires spreadsheets to get accurate numbers. Certum implements Xero correctly from the start.

Yes. Xero is a strong platform for nonprofits, with features supporting fund tracking, grant management, multi-user board access, and clean financial reporting for audits and Form 990 preparation. The unlimited user model is particularly valuable for nonprofits where multiple staff, board members, and external accountants need varying levels of access. Certum has implemented Xero for nonprofit clients in North Carolina and nationwide.

Xero integrates with over 1,000 third-party applications. Key integrations Certum regularly implements include: Cin7 Core and Omni for inventory management, Katana for manufacturing and production, Shopify and WooCommerce for eCommerce, Gusto and Paychex for payroll, Avalara and TaxJar for sales tax, Stripe and PayPal for payment processing, Hubdoc and Dext for document capture, and Procore for construction. Certum manages the full integration setup and testing — not just the accounting platform side.

Yes. Certum provides in-person Xero training in Monroe and Charlotte, NC, and virtual training available nationwide in the United States. Training is conducted in your live Xero environment — not a demo file — and is role-specific, so your bookkeeper, owner, and operations staff each learn what's relevant to their work. Sessions can be recorded for onboarding future team members. We also have the option to deliver process documentation so your team has a written reference after training ends.