Work With a Certified Xero Partner to Manage Your Books

Partner with a certified Xero expert, like Accounting By Sal, who will walk you through every step of the bookkeeping process. From setting up your accounts properly to handling daily transactions, invoicing, tax preparation, future projections, and more, you’ll receive practical, personalized training designed to simplify your accounting workflow. With live hands-on support, you’ll learn best practices, avoid common mistakes, and build the confidence to manage your books correctly.

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Why Live Bookkeeping

Bookkeeping can feel overwhelming when you’re doing it alone without any guidance or simply relying on online video tutorials that don’t take your unique business situation into consideration.

With Live Bookkeeping, you get real-time, hands-on support so you can ask questions, solve problems as they come up, and get clarity on how Xero works for your specific business needs. Instead of guessing, you’ll know exactly how to keep your books accurate and tax-ready all year long.

Professional accountant

How It Works

Here’s how live bookkeeping training with Xero helps you simplify and strengthen your financial management, so that your documentation process is organized and ready for when you go to grow, shift, or scale your business.

Cleanup and Organize Your Books

If current accounts have been misclassified, duplicated, or left incomplete, we’ll help you organize your chart of accounts, invoices, bills, and more, so your day-to-day bookkeeping is far less stressful.

Categorize Transactions

Learn how to correctly categorize income, expenses, and payments, including recurring transactions and industry-specific items. We’ll show you how to set up automations so your books stay consistent and error-free.

Reconcile Accounts

One of the most powerful features of Xero is its ability to match your bank feeds and credit card transactions in real time. We’ll guide you through the reconciliation process so you can quickly confirm what’s cleared, catch errors, and spot any missing entries.

Stay Tax-Ready

Learn how to maintain clean, audit-ready books throughout the year. We’ll show you how to track deductible expenses, manage Canadian or U.S. tax, and generate the reports your accountant needs without the last-minute scramble.

Make Informed Business Decisions

With our help, you’ll be able to interpret cash flow, profit margins, and expense trends with Xero and be able to spot opportunities for savings, plan for growth, and make confident financial decisions backed by real data instead of guesswork.

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Our Client’s Experience with us

Amazing experience! Sal is professional, knowledgeable, straight-forward, and prompt. She taught me how to effectively setup and use the software system to support my small business. Highly recommend!

- Holly Klerekoper

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