Business Details
Your Trusted Partner for Accounting Solutions
Founded by a small business owner, Xendoo delivers financial clarity, speed, and trust through technology-first accounting solutions. Our team of professional accountants provides weekly bookkeeping, accurate monthly reports, and year-round tax support tailored to small businesses across industries. We leverage proprietary technology like Insights XP to offer 24/7 financial visibility, empowering business owners to make data-driven decisions.With seamless integrations and partnerships, we streamline processes while maintaining personalized human support. Our commitment to transparent pricing, timely communication, and long-term partnerships ensures clients receive actionable insights that drive growth and operational efficiency.
Services
Bookkeeping
Tax Services
Technology Insights
AdvisorConnect
ZorConnect
Highlights and features
- We offer real human support paired with cutting-edge technology for accurate financials.
- Our team provides weekly bookkeeping updates and timely monthly reporting.
- We integrate with leading platforms like Xero and QuickBooks for seamless workflows.
- Dedicated CPAs deliver year-round tax preparation and compliance expertise.
- Proprietary Insights XP dashboard gives 24/7 access to real-time financial data.
What people say
Amazing job with my books
Incredible professional, knowledgeable, responsive
Game changer
Most amazing experience
Real partnership
Services
Bookkeeping & Accounting
Our bookkeeping and accounting services provide weekly financial updates, monthly balance sheets, and profit/loss statements. Using automated technology and expert accountants, we ensure accurate records for data-driven decisions. Clients gain 24/7 access to dashboards tracking revenue, expenses, and trends.
Tax Services
Year-round tax support includes federal/state filings, compliance, and savings strategies. Certified CPAs handle S corporations, C corporations, sole proprietors, and personal returns. Services start at $1,200/year with seamless integration into accounting workflows for deadline accuracy.
Catch-Up Bookkeeping
Specialized teams update backlogged financials with accuracy, starting at $295/month. We reconcile historical transactions, organize records, and deliver current financial statements. No setup fees ensure smooth onboarding for businesses 2 months to 2 years behind.
Insights XP
This proprietary platform offers 24/7 access to real-time financial data, including expense breakdowns, monthly trends, and performance metrics. Integrated with Xero and QuickBooks, it enables mobile/desktop tracking of revenue, net income, and debt ratios for informed decisions.
AdvisorConnect
A secure platform for wealth advisors and CPAs to monitor client portfolios. Features include centralized dashboards, performance benchmarks, and SOC 2-compliant data protection. Enables real-time financial visibility across multiple clients or industries for strategic guidance.
People
Lil Roberts
Founder and CEO
Lil founded Xendoo after experiencing accounting inefficiencies firsthand. She leads with a mission to simplify finances for small businesses through technology and expert teams.
Julia Aquino
Chief Financial Officer / Chief Operating Officer
Julia oversees financial operations and strategy, ensuring Xendoo maintains efficient processes and scalable growth while prioritizing client financial clarity.
Tom Packert
Chief Technology Officer
Tom drives technology innovation, developing platforms like Insights XP and AdvisorConnect to enhance financial data accessibility and operational efficiency.
Alexis Kovic
Head of Growth
Alexis leads expansion efforts, focusing on delivering scalable solutions that help small businesses achieve financial confidence through strategic partnerships.
Louis Goldenberg
Director of Tax
Louis oversees tax operations, ensuring compliance and savings strategies across business structures while guiding clients through complex tax requirements.
Questions
What accounting services does Xendoo offer?
We provide bookkeeping, tax preparation, catch-up bookkeeping, and financial dashboards. Services include weekly updates, monthly reports, and year-round CPA support.
How does Xendoo help small businesses?
By offering technology-driven financial clarity, seamless integrations, and expert accountants who handle bookkeeping, tax compliance, and data-driven insights for growth.
Can I access my financial data 24/7?
Yes, Insights XP dashboard provides real-time access to books, expense breakdowns, and performance metrics via mobile or desktop platforms.
Do you handle backlogged bookkeeping?
Yes, our catch-up service starts at $295/month, reconciling historical records with no setup fees to bring financials current.
What tax services are included?
We file federal/state returns for all business structures, optimize deductions, and provide year-round compliance support starting at $1,200/year.
How does AdvisorConnect benefit wealth advisors?
AdvisorConnect offers centralized portfolio visibility, performance benchmarks, and secure SOC 2-compliant data sharing for informed client guidance.
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