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Xero Migration and Bookkeeping Services

Xero Bookkeeping VA Services | Clean Books, Beautiful Accounting

Move your bookkeeping into Xero with trained accounting VAs who support setup, cleanup, chart of accounts optimization, bank feeds, reconciliations, and reporting — starting from just $10/hr.

Real people.Real expertise.Real results.
See Your Savings Estimate
Active PipelineVA Live Desk
01
Xero Setup & Configuration
In queueUpcoming
02
Chart of Accounts Optimization
In queueUpcoming
03
Bank Rules & Feed Automation
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

16Tasks Handled
100%Dedicated VAs

Xero Setup & Configuration

Chart of Accounts Optimization

Bank Rules & Feed Automation

Xero Project & Tracking Categories

Fixed Asset Register in Xero

Multi-Currency Setup in Xero

Xero Payroll Management

Xero Inventory Configuration

Xero Report Template Customization

Hubdoc / Dext Integration

Bill.com & Stripe Connectors

Xero to CRM Sync

E-commerce Sync

Xero Practice Manager Support

Migration from QuickBooks / Excel to Xero

Xero Dashboard & KPI Setup

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

Xero Audit

We review your current Xero setup, chart of accounts, bank feeds, tracking categories, and data quality.

02

Ecosystem Build

We configure Xero, connect add-ons like Hubdoc, Dext, Stripe, Bill.com, and map workflows correctly.

03

Automated Daily Ops

Your VA manages transactions, reconciliations, bank rules, invoices, bills, payroll, and reporting inside Xero.

04

Insight Delivery

We deliver clean reports, dashboards, KPIs, and month-end summaries for better financial visibility.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Xero setup, configuration & technical management
VA
Business operations
Core
Daily Xero reconciliations, bank rules & transaction cleanup
VA
Operational strategy
Core
Xero app integrations, bank feeds & workflow automation
VA
Growth and sales
Core
Xero reports, dashboards & month-end financial summaries
VA
Leadership decisions
Core
50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

common questions about this service — answered.

OOur team is trained in Xero workflows, setup, reconciliations, reporting, and app integrations. Certification claims should only be used if officially verified.

YYes. We can support migration from QuickBooks or Excel to Xero, including chart of accounts setup, opening balances, historical data review, and reconciliation checks.

Yes. We support Xero-connected tools like Hubdoc, Dext, Bill.com, Stripe, ApprovalMax, LiveFlow, and reporting add-ons.

It depends on your workflow. Xero is strong for cloud accounting, bank feeds, collaboration, reporting, and app integrations, while QuickBooks may fit businesses already built around its ecosystem.

Yes. Your VA can handle daily transaction categorization, bank reconciliations, bills, invoices, payroll support, reports, dashboards, and month-end close inside Xero.

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