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Gold
Xendoo Online Accounting, Bookkeeping & Tax

Xendoo Online Accounting, Bookkeeping & Tax

Xendoo is a technology-driven online bookkeeping, accounting, and tax firm built to give small business owners accurate, up-to-date financials. Today, Xendoo supports thousands of small businesses across the U.S. with an accounting experience designed for clarity, speed, and data-driven financial insight. Xendoo's Services • Weekly bookkeeping completed by a U.S.-based dedicated accountant • Timely monthly financial statements, including P&L and balance sheet • Year-round tax support with CPA-led planning and preparation • 24/7/365 visibility into revenue, expenses, payroll, and cash flow through mobile app and desktop portal • Expert support for all industries Dedicated Expert Accountant Support Xendoo pairs every customer with a dedicated, U.S.-based accountant who knows their business and provides consistent, personal support throughout the year. What this includes: • USA-based bookkeeping and accounting team • Communication through video, chat, email, or phone • Industry specialists for service businesses, eCommerce, franchises, and multi-location operations Our Technology: InsightsXP Dashboard Xendoo’s proprietary InsightsXP dashboard turns everyday bookkeeping data into insights owners use to run their business with clarity. Dashboard Features: • Track monthly trends, key financial metrics, and category-based expenses • Access data-driven insights 24/7/365 via mobile app and desktop portal • Seamless integrations with industry-leading platforms • Cash flow visibility to understand inflows, outflows, and working capital needs • Revenue and expense trend analysis • Direct communication with your dedicated accountant inside the portal for faster responses Why Small Businesses Choose Xendoo • Consistent weekly books that stay accurate and up to date • Clear financial insight for cash flow planning and operational decisions • CPA-led tax planning that maximizes deductions • A dedicated accountant who understands the business • A modern, tech-enabled experience built for accuracy and speed Our Mission Xendoo is built to make financial clarity accessible. By combining expert accountants, powerful technology, and a customer-first approach, Xendoo gives small business owners the visibility and confidence they need to operate and grow.
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Gold
Marc Mansfield, CPA

Marc Mansfield, CPA

Our firm leads with proactive tax planning services to help you confidently structure your business and personal finances to minimize your tax bill.
Gold
Bench Accounting

Bench Accounting

Bench is the all-in-one financial solution that helps U.S.-based small businesses grow. Get your bookkeeping, tax prep, and filing done by experts—all within one powerful platform. Bench’s team of pros guarantee total accuracy of your books and will get you filed fast during tax season. And they’re here for you year-round—get unlimited access to advisors to ask any finance question, no matter how complex. Get a free month of bookkeeping, plus 30% off your first 3 months.
Gold
Xendoo Online Accounting, Bookkeeping & Tax

Xendoo Online Accounting, Bookkeeping & Tax

Xendoo is a technology-driven online bookkeeping, accounting, and tax firm built to give small business owners accurate, up-to-date financials. Today, Xendoo supports thousands of small businesses across the U.S. with an accounting experience designed for clarity, speed, and data-driven financial insight. Xendoo's Services • Weekly bookkeeping completed by a U.S.-based dedicated accountant • Timely monthly financial statements, including P&L and balance sheet • Year-round tax support with CPA-led planning and preparation • 24/7/365 visibility into revenue, expenses, payroll, and cash flow through mobile app and desktop portal • Expert support for all industries Dedicated Expert Accountant Support Xendoo pairs every customer with a dedicated, U.S.-based accountant who knows their business and provides consistent, personal support throughout the year. What this includes: • USA-based bookkeeping and accounting team • Communication through video, chat, email, or phone • Industry specialists for service businesses, eCommerce, franchises, and multi-location operations Our Technology: InsightsXP Dashboard Xendoo’s proprietary InsightsXP dashboard turns everyday bookkeeping data into insights owners use to run their business with clarity. Dashboard Features: • Track monthly trends, key financial metrics, and category-based expenses • Access data-driven insights 24/7/365 via mobile app and desktop portal • Seamless integrations with industry-leading platforms • Cash flow visibility to understand inflows, outflows, and working capital needs • Revenue and expense trend analysis • Direct communication with your dedicated accountant inside the portal for faster responses Why Small Businesses Choose Xendoo • Consistent weekly books that stay accurate and up to date • Clear financial insight for cash flow planning and operational decisions • CPA-led tax planning that maximizes deductions • A dedicated accountant who understands the business • A modern, tech-enabled experience built for accuracy and speed Our Mission Xendoo is built to make financial clarity accessible. By combining expert accountants, powerful technology, and a customer-first approach, Xendoo gives small business owners the visibility and confidence they need to operate and grow.
Gold
Heard

Heard

Heard is an all-in-one financial back office solution for health and wellness professionals, designed to support therapists in forming a new business, managing bookkeeping, paying quarterly taxes, running payroll, and handling annual income taxes.
Gold
Bookkeeper360

Bookkeeper360

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine. 20% OFF Your First 3 Months | Exclusive for Bluevine Customers
Gold
Pilot

Pilot

Bluevine referral get 20% off their first 6 months. Pilot is a team of dedicated accountants backed by smart technology, so your books close faster, errors get caught sooner, and you always have a real person who knows your business. Real books. Real experts. No surprises. New business? $10/mo bookkeeping + $1,000 tax filing for business under a year old Book a talk with a human here: pilot.com/partner/bluevine
Silver
Camping Keepers, LLC

Camping Keepers, LLC

We are long-time campers who do remote bookkeeping, primarily for RV Techs and RV Inspectors, but are willing and able to help anyone!
Silver
Reliant Tax Advisers

Reliant Tax Advisers

We are a boutique tax consulting and preparation firm. We specialize in family/owner operating business.
Silver
Adams & Associates Accounting Advisors

Adams & Associates Accounting Advisors

True accountants see the entire picture and serve as trusted advisors for creating, protecting, and building wealth for long-term financial success. That’s where we come in. Adams & Associates Accounting Advisors is a CPA firm offering innovative accounting solutions. We specialize in accounting and financial advisory, bookkeeping, payroll, fractional CFO services, business tax services, and cash flow management. We offer a variety of seamless software integrations and are here to support your business every step of the way. Let us guide you on your journey to financial clarity and growth.
Silver
Atypical Advisors, LLC

Atypical Advisors, LLC

We are a boutique CPA firm located just south of Charlotte, NC. We specialize in helping small businesses navigate the tax and accounting world.
Silver
LedgerFi

LedgerFi

LedgerFi – Bookkeeping That Pays for Itself At LedgerFi, we believe bookkeeping should do more than track transactions. It should drive growth. We help small business owners turn financial chaos into clarity through accurate books, meaningful insights, and tax-smart strategies that save money year-round. Unlike traditional firms that hand you a report at tax time, we operate as an extension of your team - proactively identifying savings, streamlining your tech stack, and coaching you on how to use your numbers to make smarter decisions. Our approach combines powerful technology with real human expertise. Every client is assigned a dedicated bookkeeper backed by a team of accountants, tax professionals, and advisors who understand the realities of running a small business. We handle the day-to-day, reconcile your accounts monthly or quarterly, and deliver simple, decision-ready reports you’ll actually want to read. We also believe in transparency and predictability. That’s why we offer flat-fee pricing which means no hourly surprises. This is all back by our unique LedgerFi Promise: if our bookkeeping doesn’t pay for itself within four months, we’ll complete your next business tax return for $1. Whether you’re a contractor, healthcare provider, franchise owner, or e-commerce entrepreneur, LedgerFi helps you stay compliant, save time, and uncover profit opportunities hidden in your books. Affordable. Accurate. Insightful. That’s bookkeeping the way it should be.
Silver
Olney Bookkeeping and Accounting Services LLC

Olney Bookkeeping and Accounting Services LLC

My name is Caroline Strojny and after most of my career in project management in the electrical construction industry, COVID happened while I had two young kids so I needed to step back from being on site full time. I started working as COO for a small business in GovCon and I ran the books and finances for the company for a couple years. I discovered the practice of bookkeeping and accounting is perfect for me since I am incredibly detail oriented and also very efficient! I would love to help any small-medium sized business owners who would love to get their time back from the accounting process and spend it on growing their company and their revenue!
Silver
Elevation Financial LLC

Elevation Financial LLC

Modern Fiduciary Financial Planning, Investment Management, Tax Prep & Bookkeeping.
Silver
Johnson and Stern Tax Solutions

Johnson and Stern Tax Solutions

Our mission is to provide our clients tax services that are accurate, affordable, and punctual.
Silver
Patrick A Mulroy Consulting LLC

Patrick A Mulroy Consulting LLC

Patrick A Mulroy Consulting LLC specializes complex tax compliance and tax planning engagements, offering more than your typical tax return preparation. We also provide detailed bookkeeping and financial planing & analysis services, allowing you to do what you do best - working within your business and leaving the backend accounting and financial work to our trusted team with years of experience servicing a vast array of companies — from start-ups through the Fortune 500. We provide a mix of business acumen and professional expertise of a public accountant and the data and programming expertise of a software professional. A synergy that provides a unique option for clients wanting more dedicated support and tax strategy/ planning than their current traditional tax preparation. If you are looking for more from your tax accountant than completing taxes as soon as possible using the 'same as last year' approach, then you should consider setting up an introductory call with us so that we can evaluate opportunities for tax savings and areas of non-compliance. Specific to tax savings, we have an immense amount of experience federal and state tax credits that provide clients with a significant tax savings. The relevant federal and state tax law and related case law are extraordinarily complicated, but our team has significant experience in navigating these laws and ensuring that clients receive the benefit that they qualify for.
Silver
E&J Financial Services, LLC

E&J Financial Services, LLC

Our mission is to be more than just a financial service provider for small business owners. I'm here to offer personalized, strategic support that goes beyond traditional accounting. I want to understand my clients on a deeper level, their dreams, their goals, and their worries. By doing so, I aim to guide them towards financial success while making the journey as stress-free as possible. I believe in proactive planning, clear communication, and being there for my clients every step of the way. Ultimately, my goal is to empower them to make informed decisions that not only improve their business but also enhance their personal lives.
Silver
Sapphire Tax Solutions

Sapphire Tax Solutions

Established in 2019, Sapphire Bookkeeping and Tax Solutions has helped businesses and individuals with their bookkeeping and tax needs at all stages of their business life cycle. We take pride in being a small, woman-owned business and building relationships with our clients that extend beyond financial statements and tax returns. Located in Central Texas, we are happy to meet in-person with clients who live in this area. However, as a virtual firm, we are able to meet with clients all over the country utilizing secure technology and software. We are responsive and available to our clients when they’re thinking of making financial decisions which means they can take advantage of business opportunities and tax decisions as they arise. We have an Enrolled Agent & Accredited Financial Counselor® on staff. Enrolled Agent: We are an Enrolled Agent firm. Enrolled Agents (EAs) are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf. EAs are trained in a wide variety of common and unusual tax situations. With the tax laws changing yearly, it’s more critical than ever to have a qualified tax specialist on your side when preparing your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Accredited Financial Counselor®: Working with an Accredited Financial Counselor®, you will be educated in sound financial principles, create a plan and work to overcome any debt, identify and modify ineffective money management habits and develop successful strategies to achieve your financial goals. Our AFC® can also help you develop new perspectives on money in relation to family, friends, your own self esteem, as well as navigate the cultural and emotional aspects of money.
Silver
Elevated Bookkeeping & Accounting

Elevated Bookkeeping & Accounting

We created a company where our clients and employees could thrive. At Elevated we strive for an environment that encourages growth and success. We care about our clients personally and work hard to maintain great relationships with them while successfully managing their financials in the most beneficial way. Elevated aims to revolutionize financial management for small and medium sized businesses by transforming bookkeeping and accounting into key instruments for strategic growth, emphasizing the use of financial data for informed decision making. We offer a range of services including, bookkeeping, financial planning, tax preparation, payroll, consulting, accounts payable, accounts receivable, sales tax filings, property management accounting, auditing, financial reporting, inventory tracking, 1099s, budgeting, and more.
Silver
Elevated Tax Strategies

Elevated Tax Strategies

At Elevated Tax Strategies, we're a boutique firm based in San Antonio, Texas, delivering, in-house tax strategy, preparation, and bookkeeping services. We specialize in complex situations like cryptocurrency, startups, and high-growth businesses—helping you minimize liabilities, optimize deductions, and build long-term wealth. What sets us apart? We're America's most responsive tax firm, with lightning-fast communication and exceptional client service that larger firms can't match. Ramon handles seamless onboarding and touchpoints, while Joel dives into strategic planning and returns. We ensure you get proactive advice without the bureaucracy. Our clients rave about reduced tax bills (often 20-40% savings), stress-free compliance, and personalized strategies that fuel growth.
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Deposits are FDIC insured up to $3,000,000 per depositor through Coastal Community Bank, Member FDIC and our program banks .

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  1. As compared to publicly available data on the number of lifetime customer accounts held by other U.S. banking platforms dedicated to small business, as of March 2025. ↵
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Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC. FDIC insurance only covers the failure of an FDIC-insured bank. FDIC insurance is available through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. Bluevine accounts are FDIC insured up to $3,000,000 per depositor through Coastal Community Bank, Member FDIC and our program banks . The Bluevine Business Debit Mastercard® and Bluevine Business Cashback Mastercard® are issued by Coastal Community Bank, Member FDIC pursuant to a license from Mastercard International Incorporated and may be used everywhere Mastercard is accepted. Mastercard is a registered trademark and the circles design is a trademark of Mastercard International Incorporated.

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