Get Expert setup and Training for xero Software
Certified Xero Bronze Partner helping small & midsize businesses with setup, migration, and team training based near Charlotte, NC, serving the U.S.
What is Xero?
Xero is a cloud‑based accounting software designed for small to midsize businesses, nonprofits, and growing organizations. Unlike traditional desktop systems, Xero is fully online, giving you real‑time access to financial data from anywhere, on any device.
Key features of Xero include real‑time bank feeds and reconciliation, customizable reports, multi‑user access, invoicing and online payments, and 1,000+ app integrations (payroll, inventory, CRM).
For many teams seeking a QuickBooks alternative, Xero offers flexibility, simplicity, and scalability.
Try Xero with 90% off for six months when you sign up Today with Certum Solutions
As a certified Xero Partner and implementation expert, we offer exclusive discounts and promotions—plus quick setup, online support, unlimited users, and no hidden costs.
Why Choose Xero?
Designed for team collaboration (unlimited users with roles)
Clean, modern interface that’s easy to learn
Affordable pricing with transparent plans
Works seamlessly with popular tools like Cin7, Katana, Paychex, and Shopify
Strong for nonprofits, consultants, and ecommerce
Certified QuickBooks ProAdvisor • Xero Bronze Partner • Odoo ERP Partner • 15+ years experience
Xero vs QuickBooks:
Which is Right for You?
Still deciding? We’ll help you compare for your exact needs.
Switch from QuickBooks to Xero
Migrating doesn’t have to be stressful. We clean your chart of accounts, migrate historical data, connect bank feeds, and train your team—so you keep continuity without the chaos.
- Data export, mapping, and import
- Chart of accounts optimization
- Bank feed reconnection
- Opening balances verification
- Staff training & go‑live support
Xero Services We Provide
Here’s an overview of the Xero services we provide, including bookkeeping, reporting, payroll integration, and more to help your business run smoothly.
Xero Setup & Migration
Move from QuickBooks, spreadsheets, or legacy systems
Xero Training (Local + Virtual)
1:1 or team training; “Xero training near me” availability in NC & remote nationwide
Ongoing Xero Support
Bookkeeping help, month‑end close, troubleshooting
Xero App Integrations
Why Choose Certum as Your Xero Partner?
➤ Proud Bronze Xero Partner with certified expertise
➤ Dedicated onboarding and free training/Q&A sessions.
➤ Specialized in helping small businesses, consultants, and eCommerce brands succeed
➤ Faster migration from QuickBooks to Xero
➤ Local knowledge in NC + full U.S. remote support.
“Certum Solutions helped us move from QuickBooks to Xero and our month-end close went from 15 days to 5. Their training made adoption simple for our whole team.”
– Nonprofit Client, Charlotte NC
Choosing the Right Accounting Software Partner
What is Accounting Software?
Xero, QuickBooks, Odoo, Zoho Explained
How to Choose the Right Accounting Software
Xero, QuickBooks, Odoo, Zoho Compared
How to setup xero accounting software?
Looking to set up Xero the right way, migrate from QuickBooks, Odoo, Sage, or another accounting system, or get expert guidance on your Xero workflows? At Certum Solutions, we provide comprehensive Xero services designed for small and mid-sized businesses to simplify accounting, ensure compliance, and optimize financial processes.
In our step-by-step Xero tutorial, Katie Bunschoten, CEO & Founder of Certum Solutions, walks you through the first 5 critical steps every small business should take in Xero.
What You’ll Learn in This Xero Tutorial
Documents needed before creating your Xero account
How to configure basic and advanced Xero settings
Creating or importing your Chart of Accounts with optional AI-assisted prompts
Entering conversion balances for accurate historical data
Setting up invoices, branding, and payment workflows
Connecting third-party apps and inviting users
Xero FAQs
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It depends on your needs. Xero is cloud‑native, highly collaborative, and offers unlimited users, while QuickBooks is strong for desktop/Enterprise users.
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Yes—local sessions in NC and virtual nationwide.
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Most migrations take 2–4 weeks depending on complexity. Our team ensures a smooth transition with zero downtime.
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Yes—Xero is widely used for fund tracking, grants, and board reporting.
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Ready to Get started?
Ready to switch to smarter, cloud-based accounting? Certum Solutions is here to help with setup, migration, and training tailored to your business.