Certified Xero Bronze Partner & Advisor — Nationwide
Xero — set up right, built around your business, and actually used by your team
Whether you're evaluating Xero for the first time, migrating from QuickBooks, or already on Xero but not getting the results you expected — Certum Solutions is your certified Xero advisor, implementation partner, and bookkeeping team, all in one.
15+ yrs
in Business
Implementing Systems
500+
Total Implementations
Across All Platforms
2-4 wks
Typical QuickBooks
to Xero Migration
U.S.-Wide
Remote
Xero Services
Certified Xero Bronze Partner
Officially recognized advisor status
Local NC + Nationwide Remote
In-person & virtual support, all 50 states
QuickBooks → Xero Specialists
Clean migration with zero downtime
Accountants First
GAAP-grounded setup, not just IT configuration
Who Xero Is For
Three types of businesses come to Certum for Xero. Which one are you?
Whether you're still deciding, ready to switch, or already in Xero and not getting what you need — we have a service path for each situation.
You're comparing Xero vs. QuickBooks and want an honest opinion
Not every business should be on Xero. And not every business should stay on QuickBooks. We've implemented both extensively and give you a straight answer based on your actual workflows, team size, integrations, and budget — not what earns us more. See the comparison →
Evaluating Xero
You're done with QuickBooks and want a clean migration to Xero
QuickBooks Desktop end-of-life, rising subscription costs, per-user pricing that doesn't scale — there are many reasons businesses move to Xero. We handle the full migration: data mapping, historical records, bank feeds, integrations, and team training. You don't touch the messy parts. See how migration works →
Migration Specialist
You're on Xero but your books are messy, your team isn't using it right, or you need a certified bookkeeper
Being on Xero and having Xero implemented correctly are two different things. If your reports aren't trustworthy, your chart of accounts is a mess, or your team has reverting to spreadsheets — we audit, clean, and rebuild your Xero environment, then take on your ongoing bookkeeping. Book a Xero audit →
Already On Xero
What is Xero
Cloud accounting built for the way growing teams actually work
Xero is a cloud-based accounting platform for small to mid-sized businesses. Unlike QuickBooks Desktop or legacy systems, Xero lives entirely online — giving your entire team real-time access to financial data from anywhere, on any device, with no per-user fees.
Founded in New Zealand in 2006, Xero has become one of the most popular QuickBooks alternatives in the US, particularly for businesses that need unlimited user access, strong app integrations, and a clean, modern interface that doesn't require an accounting degree to navigate.
Xero integrates with over 1,000 third-party apps — including Cin7, Shopify, Gusto, Paychex, Katana, Stripe, Hubdoc, and Avalara — making it the accounting hub of choice for businesses with complex operational ecosystems.
Why Growing Businesses Choose Xero
Four principles that drive every implementation
Unlimited Users
All plans — no per-user pricing as your team grows
100% Cloud
Real-time access from any device — no desktop software
1,000+ Integrations
One of the highest app ecosystem counts in accounting
Transparent Pricing
Plans from $20/mo — often less than QBO per user
Multi-Currency
Built-in on Established plan for international operations
Clean Reporting
Customizable reports designed for non-accountants
Xero Services From Certum
Everything you need to get Xero working right — from day one or from right now
We don't just set up Xero and walk away. Every service is designed to make your Xero environment accurate, efficient, and built to scale.
Most Requested
Xero Setup & New Implementation
Starting fresh on Xero? We build it right from the start.
From chart of accounts design to workflow configuration, bank feed setup, and team training; Certum implements Xero the way it should be built for your specific business, not the default template.
Chart of accounts designed for your business model
AP, AR, and month-end close workflow setup
Tracking categories for the reporting you need
Bank feeds connected and reconciliation rules set
Role-specific training in your live environment
Most Requested
QuickBooks → Xero Migration
Leave QuickBooks cleanly. No data left behind, no downtime.
Migrating from QuickBooks to Xero is our most requested Xero service. We handle the full migration — data mapping, historical records, open transactions, opening balances, bank feed reconnection, and training — so your team lands on Xero with accurate books from day one.
Full data export, mapping, and import
Chart of accounts optimization during migration
Opening balances verified and reconciled
Bank feeds reconnected and rules rebuilt
Parallel processing before final cutover
Xero App Integrations
Connect Xero to the tools your business already runs on.
Xero's 1,000+ app ecosystem is one of its biggest advantages — but only if integrations are configured correctly. We build, test, and support integrations between Xero and your inventory, payroll, eCommerce, and operations tools.
Cin7 Core / Omni inventory integration
Shopify & WooCommerce eCommerce sync
Gusto, Paychex, ADP payroll connection
Katana for manufacturing workflows
Stripe, PayPal, Avalara, Hubdoc & more
Xero Training (1:1 & Team)
Learn Xero the right way, in your actual live environment.
Generic Xero training teaches software features. Certum's training teaches your team how to use Xero correctly for your specific workflows. We train in your live Xero file — not a demo — so every session builds real competency with real data.
Role-specific sessions for owners, bookkeepers, ops staff
Local in-person training in Monroe & Charlotte, NC
Virtual training available nationwide
Sessions can be recorded for future onboarding
Process documentation delivered post-training
Xero Cleanup & Rescue
Already on Xero but the books are a mess? We fix it.
If your Xero setup was done incorrectly, if reports don't match, or if your team has reverted to spreadsheets because they don't trust the system — Certum conducts a full Xero audit, identifies every structural error, and corrects it systematically before taking over ongoing bookkeeping.
Full Xero environment audit
Chart of accounts restructure if needed
Transaction reclassification and cleanup
Reconciliation repair and catch-up
Ongoing bookkeeping available post-cleanup
QuickBooks to Xero Migration
Migrating to Xero doesn't have to be stressful. We handle every step.
Most businesses avoid switching accounting platforms because the migration feels risky. We've done it enough times that the risk is eliminated — by process, not by hoping nothing breaks.
Discovery & Data Assessment
We review your QuickBooks file, transaction volume, integrations, and years of history to scope the migration accurately and flag any data quality issues before we begin.
Chart of Accounts Redesign
Rather than importing your old chart of accounts as-is, we redesign it for Xero's structure and for the reporting your business actually needs going forward.
Test Migration & Validation
We run a test migration before touching your live environment. Every opening balance is verified and every integration is mapped before your team sees the new system.
Bank Feeds, Integrations & Workflows
Bank feeds reconnected. Payroll, inventory, eCommerce, and other integrations rebuilt in Xero and tested end-to-end. AP, AR, and close workflows configured.
Training & Go-Live
Role-specific training in your live Xero environment. Go-live monitored by our team. Process documentation delivered. You're on Xero — with accurate books and a confident team.
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Start my Xero Migration Plan
Free 30-minute migration scoping call — no commitment required.
What Xero Does
A full accounting platform — configured by people who understand both software and accounting
Xero handles the core accounting functions your business needs. Certum ensures they're configured correctly for your business model — not the default.
Accounts Payable
Bill management, approval workflows, and scheduled payments. We configure AP workflows so nothing slips through and your cash flow visibility is accurate.
Invoicing & AR
Customizable branded invoices, automated payment reminders, and online payment acceptance. We configure templates and payment workflows during setup.
Bank Reconciliation
Real-time bank feeds with smart transaction matching. Certum sets up reconciliation rules so your bookkeeper spends minutes, not hours, each month.
Payroll Integration
Native Gusto payroll integration, plus Paychex, ADP, and others. We connect payroll so journal entries post automatically — no manual entry, no errors.
Inventory (Basic)
Basic inventory tracking built in. For complex inventory needs, we connect Xero to Cin7 or Katana — and handle both sides of the integration correctly.
Financial Reporting
P&L, balance sheet, cash flow, and custom reports. Certum builds the tracking categories and report configurations you need for real business decision-making.
Mobile Access
Full Xero functionality from any device. Approve invoices, check cash flow, capture receipts — your business finances aren't tied to a desktop.
Multi-Currency
Built into the Established plan for businesses with international customers or vendors. We configure currency rates, reporting, and bank account connections.
Key Integrations Certum Implements with Xero
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
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.
Frequently Asked Questions About Xero
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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.