Business Details
Your Trusted Partner for Accounting Solutions
Founded by a small business owner who recognized the inefficiencies in traditional accounting, Xendoo delivers financial clarity, speed, and trust through technology-first solutions powered by professional accountants. Our proprietary platform enables our accounting team to operate up to 5x more efficiently than traditional firms, combining transparent monthly pricing with dedicated teams of accountants who prioritize timely, accurate financials.We partner with industry leaders like Xero and QuickBooks Online to provide seamless integrations and data-driven insights that empower small business growth. With services spanning bookkeeping, accounting, and tax preparation, we focus on building long-term partnerships that deliver peace of mind and support scalable success.
Services
Bookkeeping Services
Tax Preparation
Financial Dashboards
Catch-Up Bookkeeping
AdvisorConnect Platform
Q2X Migration
ZorConnect Analytics
Highlights and features
- We offer 24/7 access to financial data through our proprietary Insights XP dashboard
- Our team includes degreed accountants with industry-specific expertise
- We implement seamless integrations with Xero and QuickBooks Online
- We provide weekly bookkeeping updates with monthly financial reporting
- Our proprietary technology streamlines accounting processes up to 5x more efficiently
Associations and certifications
- SOC 2
What people say
Accurate financials
Responsive support
Time-saving technology
Proactive communication
Stress-free bookkeeping
Services
Bookkeeping & Accounting
Our bookkeeping services provide weekly financial updates with monthly balance sheets and profit/loss statements. Clients gain real-time access to financial data through our Insights XP dashboard, enabling informed decision-making. The service includes cash-basis, modified accrual, and accrual accounting options with expert support for all business types.
Tax Services
Year-round tax support from certified CPAs covers S corporations, C corporations, partnerships, and sole proprietorships. We handle federal/state filings, maximize deductions, and ensure compliance with 1120-S, 1065, and Schedule C forms. Personal tax returns and consultation services available starting at $595/year.
Insights XP
This proprietary platform offers 24/7 access to financial data with expense categorization, monthly trend analysis, and direct accountant communication. Features include mobile/desktop access, real-time financial tracking, and integration with payroll systems for comprehensive business visibility.
Catch-Up Bookkeeping
Specialized teams resolve backlogged financials with historical bookkeeping starting at $295/month. Services include document organization, tax-ready financial statements, and ongoing support to maintain current records without setup fees.
AdvisorConnect
Secure platform for wealth advisors with portfolio-wide financial visibility. Features include SOC 2-compliant data protection, performance benchmarking, and gray-label branding options for client-facing financial dashboards tracking revenue, expenses, and profitability metrics.
People
Lil Roberts
Founder and CEO
Serial entrepreneur with deep expertise in financial technology and small business operations. Developed Xendoo to solve bookkeeping challenges she faced as a business owner. Leads strategic vision and innovation.
Julia Aquino
Chief Financial Officer / Chief Operating Officer
Oversees financial operations and company infrastructure. Brings extensive experience in scaling financial processes for growing businesses. Focuses on operational efficiency and client service excellence.
Tom Packert
Chief Technology Officer
Technology leader driving development of Insights XP and platform integrations. Specializes in financial software solutions that combine automation with human expertise for optimal accounting efficiency.
Alexis Kovic
Head of Growth
Marketing strategist focused on expanding Xendoo's market reach. Develops growth initiatives that connect small businesses with financial solutions tailored to their industry-specific needs.
Louis Goldenberg
Director of Tax
Tax expert leading compliance and savings strategies. Certified public accountant with specialization in corporate tax structures and optimization for businesses across multiple industries.
Questions
What accounting software does Xendoo use?
We primarily work with Xero and QuickBooks Online, offering seamless integrations through our proprietary Insights XP platform for real-time financial data access.
Do you offer industry-specific accounting services?
Yes, we specialize in technology, e-commerce, franchising, healthcare, and professional services industries with tailored financial management solutions.
How does catch-up bookkeeping work?
Our experts reconcile historical financial records starting at $295/month, organizing documents and preparing tax-ready statements without setup fees.
Can I access financial data 24/7?
Yes, our Insights XP dashboard provides 24/7 access to financial reports, expense breakdowns, and month-to-month trend analysis through mobile and desktop platforms.
What tax services do you provide?
We handle federal/state filings for all business structures, including S corps, C corps, partnerships, and sole proprietorships, with CPA-led tax optimization strategies.
How are accounting fees structured?
Monthly plans start at $295 for catch-up bookkeeping, $1,200/year for business tax services, with customized pricing for full accounting packages.
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