GET 20% OFF YOUR FIRST 6 MONTHS OF BOOKKEEPING TODAY!* Xendoo delivers financial clarity and peace of mind to small business owners through year-round bookkeeping, accounting, and tax services. Backed by proprietary technology and a dedicated team of accountants and CPAs, we provide accurate books, proactive tax support, and data-driven financial insights. By integrating with Xero and QuickBooks Online, Xendoo delivers a unified, accurate view of your financials to scale with confidence. Exclusive to Gusto customers, the Xendoo Payroll Dashboard adds another layer of visibility. With a single click, Gusto integrates directly into Xendoo, giving business owners one clear view of payroll and financials together, making it easier to stay tax-ready, monitor performance, and make sharper strategic decisions.

Taxes, Accounting & Advisory services

Run your business better, faster. You are a busy small business owner with no time to worry about learning new tech or making your business run smoothly. Are you stuck with a workflow that is inefficient but "works" for now? Still using whiteboards to schedule crew or paper timesheets? I can get your processes in place and tech set up that is easy and user friendly. I'll show you how your tech talks to each other and can automate tasks so you'll quickly adapt and get back to what you love - your business! I strive to keep everything simple and easy to follow allowing clients to make progress they can see and be excited about. Get back in control of your firm and have a stable work process that is scable and will give you more freedom!

I've been rocking and rolling in accounting since 2006. Passed all four sections of the CPA exam on the first try in 2008 and then got my MBA in 2012. I have clients all over the country doing all sorts of things, but mostly early venture capital companies, healthcare, and retail. My practice has a very strict dress code of shorts and flip flops, but I pick up the phone when you need me. Please don't hesitate to reach out at 504.559.9353 or [email protected]. If I can't help you, I'll try to at least point you in the right direction.

Virtual CFO, Fractional CFO, Fractional Controller, Full Service Payroll, Full service bookkeeping and accounting.

Creative Planning is not in the business of providing one-size-fits-all solutions. Every client is different – from business problems to personal preferences. We invest the time to understand your needs and customize our services and solutions to meet them. We are a professional services firm that solves complex business, financial, legal, insurance and technology challenges, all under one roof.

We are a certified public accounting firm specializing in small business accounting and tax services. We focus our efforts on service-bases small businesses owned by women and nonprofits with female leadership. We pride ourselves on being our client's financial best friend.