Xendoo

Keep books current and access timely reports, expert support, and financial insights to make informed business decisions.

Restore accurate historical financials, get ready for tax season or funding applications, and keep books current with ongoing monthly support.

Helps businesses and individuals file accurately and on time, stay compliant, plan year-round, and pursue tax savings with CPA support.

Get expert financial guidance, improve planning and cash flow, and prepare for growth and capital raising without the cost of an in-house full-time CFO.

Insights XP gives businesses anytime visibility into financial performance and accountant support to help them understand trends, monitor metrics, and make informed decisions.

Gives advisors timely, consolidated client financial insights to support informed recommendations and stronger client relationships.

Gives franchise networks timely, comparable financial visibility to support informed decisions, performance benchmarking, and growth.

Move financial records from QuickBooks Online to Xero with specialist support while preserving historical details and maintaining reconciled balances.

Get overdue books updated and lender-ready financials prepared to support loan applications and help businesses pursue the funding they need.

Understand where your books stand and what work is needed to bring your financials up to date.

Bookkeeping and accounting services

Xendoo provides online bookkeeping and accounting services for small businesses, combining a dedicated team of accountants with financial technology. The team works in clients’ books weekly, reconciles expenses, and delivers monthly balance sheets and profit-and-loss statements. Clients can review financial data, trends, key metrics, and categorized expenses through the Insights XP dashboard on desktop or mobile, and connect with their accountant directly in the platform. Services support cash-basis, modified accrual, and accrual accounting, depending on the plan and business needs.

• Keep Books Current Each Week
  Weekly bookkeeping and expense reconciliation keep financial activity current, supporting timely visibility into the business’s financial position.
• Review Monthly Financial Statements
  Scheduled balance sheets and profit-and-loss statements provide a consistent view of business financials and performance.
• Get Support From A Dedicated Accountant
  Direct access to an accountant and regular check-ins give clients a way to ask questions and review their books, monthly profit-and-loss statement, and balance sheet.
• Access Financial Data Anytime
  The dashboard lets clients view financial data and reports around the clock from their mobile app or desktop.
• Track Trends And Key Metrics
  Clients can review trends, financial metrics, revenue and net income changes, and categorized expenses to better understand business performance.
• Choose A Supported Accounting Method
  Businesses can use a supported accounting method suited to their plan and needs, including cash-basis, modified accrual, or accrual.
• Connect Existing Financial Tools
  Integrations connect financial data with existing tools, supporting streamlined workflows and accurate books.
• Manage Payables And Receivables
  Accounts payable and receivable management is included in the bookkeeping package to help businesses manage money owed to vendors and money owed by customers.
• Categorize And Track Expenses
  Expense categorization and tracking organize business costs and let clients review expenses by category in the dashboard.

Catch-Up Bookkeeping

Xendoo’s catch-up bookkeeping service brings months or years of overdue financial records up to date. A dedicated team reviews historical transactions, reconciles accounts, corrects errors, and organizes financials so businesses can rely on accurate records for tax preparation, financial decisions, and funding applications. After the catch-up work is complete, the team can continue with monthly bookkeeping to keep records current.

• Bring Historical Books Up To Date
  Catch up on months or years of bookkeeping so financial records reflect the business’s past activity and provide a reliable starting point for current bookkeeping.
• Reconcile Accounts And Correct Errors
  Reconcile bank and credit card accounts month by month and address missing, duplicate, or misclassified entries so account balances and financial records align with actual activity.
• Prepare Accurate Books For Tax Season
  Reconciled and organized historical records give businesses a more reliable financial basis for tax preparation and filing.
• Keep Books Current Each Month
  Continue with monthly bookkeeping after the catch-up is complete to maintain current records and avoid falling behind again.
• Review Each Historical Month
  Careful review of each period supports accurate, complete historical records rather than relying on unreconciled or incomplete financial data.
• Work With Dedicated Bookkeeping Experts
  A specialized team supports the catch-up process, beginning with account connections and staying alongside the business beyond the historical bookkeeping work.
• Prepare Financials For Funding Applications
  Clean financial statements and a clear picture of cash flow help businesses prepare financial information requested for loan applications.
• Access Financials On Desktop And Mobile
  View financials through the dashboard using a desktop or mobile app, including after books have been organized for funding needs.

Xendoo Tax Services

Xendoo’s CPA-led tax service provides year-round tax planning and support, accurate and on-time federal and state business tax returns for C corporations, S corporations, partnerships, and sole proprietors, and personal tax return filing. Clients can also consult a licensed CPA about business structure, deductions, and filing strategy. The tax team supports compliance and deadlines while helping clients pursue tax savings, with tax-ready financials and a year-round financial package.

• File Accurate Business Tax Returns
  A dedicated tax team prepares and files returns for the business structures listed by Xendoo, helping businesses stay organized, meet filing requirements, and file on time.
• Plan Ahead With CPA Tax Guidance
  Ongoing tax guidance helps clients consider tax strategies and deductions while there is time to act, rather than focusing only on filing season.
• Identify Opportunities To Save On Taxes
  Industry- and structure-aware tax strategies help clients identify deductions and other opportunities that may reduce their tax bill.
• Stay Compliant And Meet Tax Deadlines
  Support from tax specialists helps clients navigate applicable requirements, keep filings organized, and stay on schedule.
• Keep Financials Ready For Tax Preparation
  Tax-ready financials and a year-round financial package connect ongoing financial records with tax preparation, helping clients stay organized throughout the year.
• File Personal Tax Returns
  Clients can handle personal and business tax filings with one trusted team.
• Get Answers From A Licensed CPA
  A consultation gives clients access to expert guidance on tax questions and decisions relevant to their business.

Fractional CFO services

Xendoo provides part-time, virtual CFO support for growing businesses, delivering tailored financial strategies, advisory, and business coaching. Services include cash flow management, revenue forecasting, budgets, financial projections, employee expense and headcount planning, and financial reports. CFOs can also support capital raises with financial modeling, burn-rate and runway analysis, pricing and cost analysis, pitch preparation, investor decks, business plans, and fundraising strategy. The service is an add-on for Xendoo customers with a monthly accounting plan, with pricing starting at $2,500 per month.

• Get Guidance Tailored To Your Business
  Work with an industry-specific CFO who learns your objectives and shapes advisory support around ongoing needs or one-time projects.
• Optimize Cash Flow
  Get CFO support to manage cash flow and structure optimization as part of the business’s financial plan.
• Improve Profitability And Guide Growth
  Analyze business performance and develop custom strategies focused on profitability, expense reduction, and overall growth.
• Prepare For A Capital Raise
  Build capital-raising readiness with financial models and projections, burn-rate and runway analysis, pricing and cost analysis, investor materials, business plans, and fundraising strategy.
• Forecast Future Revenue
  Use revenue forecasts to support financial planning and decisions about the business’s future.
• Plan With Financial Projections
  Use financial projections to build a forward-looking view of the business and inform strategic planning.
• Build Practical Budgets
  Develop annual and monthly budgets with CFO support to guide business planning.
• Understand Financial Performance
  Use financial reports and broader financial analysis to assess the business and support informed decisions.
• Plan Employee Costs And Headcount
  Get support planning employee expenses and staffing levels as part of the business’s financial plans.
• Coordinate End-To-End Financial Support
  Connect CFO-level financial analysis with day-to-day bookkeeping, tax preparation, and reporting through Xendoo’s broader financial services.

Insights XP

Insights XP is a financial dashboard included with every Xendoo plan. Through the Xendoo mobile app or desktop portal, businesses can access their books and monthly reports around the clock, track financial metrics, review expenses, and analyze month-to-month trends. Users can contact their accountant through the platform by chat, call, or meeting. Payroll and HR data from ADP or Gusto can also integrate into the dashboard for workforce and payroll insights.

• Access Financials Anytime, Anywhere
  View business financial data through the mobile app or desktop portal around the clock, making financial information available when and where it is needed.
• Review Monthly Financial Reports
  Access monthly reports in the dashboard to review business financial information alongside other key metrics and trends.
• Track Financial Changes Over Time
  Review month-to-month changes in financial performance, including revenue and net income, to better understand trends and make informed decisions.
• Monitor Key Business Metrics
  Keep track of key financial metrics through the dashboard to better understand business health and performance.
• Connect Directly With Your Accountant
  Get answers, guidance, and support by chatting with, calling, or booking a meeting with an accountant through the platform.
• Compare Expenses By Category
  See expenses organized by category with clear totals, making it easier to review and compare business costs.
• Integrate ADP Or Gusto Data
  Bring payroll and HR data from ADP or Gusto into the Xendoo dashboard using a single-click integration.
• Monitor Workforce Trends
  Use integrated payroll and HR data to see active employees, new hires, retention trends, and changes in workforce performance.
• Review Payroll Cost Breakdowns
  See payroll costs broken down in the dashboard to better understand workforce-related expenses.
• Measure Revenue And Profitability Per Employee
  Use payroll and HR data to track revenue per employee and measure profitability across the team.
• Access Small Business Resources
  Find small business resources alongside financial data and reporting through Insights XP.

AdvisorConnect

AdvisorConnect, powered by Xendoo, is a secure platform for wealth advisors, family offices, and CPA practices to view the full financial picture of every client. It provides 24/7 visibility into client profitability, performance, and financial health through a centralized dashboard, with financial data connected from Xero or QuickBooks Online. Advisors can review client accounts, portfolios, performance benchmarks, financial reports, and key metrics, and customize the platform with their company branding. The platform is described as SOC 2 compliant and accessible through mobile and desktop.

• Consolidate Client Financial Views
  Bring client accounts, portfolios, and performance data together in one dashboard for a consolidated view of each client's financial picture.
• Track Key Portfolio Metrics
  Monitor key financial measures across clients, including revenue, expenses, cost of sales, net income, profit margin, and debt-to-asset ratio.
• Access Financials Anytime, Anywhere
  Review financial information through mobile or desktop access at any time, with data protection described as SOC 2 compliant.
• Spot Trends And Opportunities
  Use timely visibility into financial trends and opportunities to inform recommendations and strengthen client relationships.
• Compare Client And Industry Performance
  Compare client results with other clients or industry results to identify performance patterns and potential growth opportunities.
• Simplify Client Financial Reporting
  Use organized profit and loss statements, balance sheets, and financial data to support client updates, compliance, and reporting on results.
• Connect Client Accounting Data
  Connect Xero or QuickBooks Online to make client financial information available for monitoring performance and reviewing financial health through AdvisorConnect.
• Customize The Client Experience
  Apply your company's branding to the platform for a client experience that aligns with your organization.

ZorConnect

ZorConnect is a secure financial dashboard powered by Xendoo for franchisors and franchisees. It brings financial performance data from franchise locations into a centralized view, with consistent reports and data-driven insights. Franchisors can track revenue, margins, costs, and other financial metrics across their network, compare locations by cohort or against regional and network averages, and export P&Ls and balance sheets. Franchisees can connect Xero or QuickBooks Online to monitor their financial health and performance. The platform also supports FDD Item 19 reporting, provides 24/7 access through desktop and mobile, and includes accounting resources.

• Monitor Key Financial Metrics Across The Network
  A centralized view of key financial metrics gives franchisors visibility into performance across every franchisee location.
• Standardize Financial Reporting Across Locations
  A unified account structure makes financial data more consistent across franchisees, supporting clearer reporting and more meaningful location comparisons.
• Compare Location Performance Against Benchmarks
  Benchmarking helps franchisors and franchisees compare results across locations, regions, and network averages over time.
• Support Consistent Item 19 Disclosures
  Standardized financial information supports reliable preparation and filing of Item 19 disclosures.
• Export Financial Reports In Batches
  Batch exports of P&Ls and balance sheets provide financial reports for audits, board reporting, and internal performance reviews.
• Access Financials Anytime On Desktop Or Mobile
  Round-the-clock desktop and mobile access lets users review financial reports and monitor their financial health whenever needed.
• Protect Financial Data With SOC 2 Security
  SOC 2 compliance and industry-leading security protect financial data in the platform.
• Connect Xero Or QuickBooks Online
  Connecting Xero or QuickBooks Online enables franchisees to access their financial information through ZorConnect and monitor performance.
• Access Accounting Tips And Best Practices
  The platform provides access to small business tips, best practices, and accounting insights.

Q2X

Q2X is Xendoo’s migration platform for moving financial data from QuickBooks Online to Xero with support from a Q2X specialist. The process includes reviewing and preparing data, mapping accounts and transaction structures, migrating records, and validating and reconciling balances. Supported data includes contacts, chart of accounts, inventory items and services, invoices, bills, payments, deposits, expenses, transfers, journal entries, receipts, purchase orders, and classes. Q2X is designed to preserve transaction-level history and historical financial records so they remain usable in Xero.

• Move Books To Xero
  Transition from QuickBooks Online to Xero with a Q2X specialist guiding the migration and helping businesses get started with Xero.
• Preserve Complete Financial History
  Retain historical transaction details and financial records after the switch, supporting continued visibility into past business activity.
• Transfer Supported Financial Records
  Move a broad range of supported accounting records into Xero, including contacts, account structures, transactions, receipts, and purchase orders.
• Validate And Reconcile Balances
  Check migrated balances across periods and confirm reporting accuracy after conversion to help maintain financial continuity.
• Get Guided Migration Support
  Work with a specialist who reviews account eligibility and supports preparation, account mapping, and the migration process.
• Complete Migration In About 24 Hours
  For a full historical migration, Q2X typically completes the process within 24 hours, according to Xendoo.

Loan Ready: Rapid Response

Xendoo’s Rapid Response team helps small businesses get loan-ready by quickly catching up overdue books, analyzing cash flow, and organizing and reconciling financial data. The service produces lender-ready profit and loss statements and balance sheets, helps address gaps or inconsistencies, and provides access to financials through a desktop dashboard and mobile app. Ongoing bookkeeping and tax services are also available after funding.

• Bring Overdue Books Up To Date
  Get months or years of overdue bookkeeping caught up quickly, so your financial records are in better shape when you seek funding.
• Prepare Lender-Ready Financial Statements
  Receive organized, reconciled financial information, including profit and loss statements, balance sheets, and cash flow reports, to support lender review.
• Clarify Cash Flow For Loan Applications
  Understand your cash flow with analysis intended to support your loan application.
• Resolve Financial Gaps With Expert Support
  Work directly with accounting professionals to identify and address gaps or inconsistencies that may affect the clarity of your financial records.
• Access Financials Anytime On Desktop Or Mobile
  Review your financials through the desktop dashboard or mobile app whenever you need them.
• Maintain Books With Monthly Bookkeeping
  Continue with monthly bookkeeping after the initial catch-up work to help keep your books on track.
• Continue With Ongoing Tax Services
  Access tax services alongside ongoing bookkeeping after the initial loan-readiness work.

Free review of your books

A complimentary review of your business’s current financials. After you fill out the form, a Xendoo team member will reach out to review your books with you, identify missing reconciliations, uncategorized transactions, and other gaps that need attention, and explain the work required to get your books fully up to date. The review can include checking when bank accounts were last reconciled, verifying account balances against QuickBooks Online or Xero bank data, and reviewing balance sheets, journal entries, and profit-and-loss statements.

• Understand Your Books’ Current Status
  Review your financials with a Xendoo team member and gain a clear understanding of where your books stand and what work may be needed.
• Identify Bookkeeping Gaps
  Find missing reconciliations, uncategorized transactions, and other issues that need attention, so you can understand what remains to bring your books up to date.
• Get A Review At No Cost
  Claim a free review of your books by filling out the form. A Xendoo team member will contact you to discuss your current financials.
• Check Account Balances
  Compare account balances with QuickBooks Online or Xero bank data to identify discrepancies in your financial records.
• Assess Financial Performance
  Review your profit-and-loss statement and assess overall business financial performance as part of understanding your books.
• Spot Balance Sheet Discrepancies
  Review your balance sheet for discrepancies that may need attention as part of getting your books accurate and complete.
• Check Journal Entry Accuracy
  Review journal entries for accuracy and consistency to help identify items that may need correction.