At Polaris Tax & Accounting, we provide fully managed monthly bookkeeping services powered by Xero — the most intuitive cloud accounting platform for modern businesses.
We deliver tax-ready books, accurate financials, and real-time support tailored to your business needs.
Why Polaris + Xero?
We specialize in Xero because it helps business owners stay organized, make smarter decisions, and eliminate the chaos of spreadsheets and disconnected apps.
Our team of Xero-certified advisors offers:
- Complete transaction categorization and bank reconciliations
- Monthly profit & loss, balance sheet, and cash flow reports
- Unlimited Q&A with your bookkeeper
- Annual tax planning coordination (included for bundled clients)
Already using QuickBooks? We help you switch to Xero with no disruption.
Who We Help
We work with:
- S Corporations
- Real estate investors and agents
- Consultants and freelancers
- Retail and service-based businesses
- E-commerce entrepreneurs
If you’re still doing DIY bookkeeping or relying on a part-time bookkeeper who’s behind, Polaris can clean things up and take over completely.
Monthly Bookkeeping Includes:
◼ Categorization of all business transactions
◼ Bank and credit card account reconciliations
◼ Custom monthly reporting package (P&L, Balance Sheet, Cash Flow)
◼ Sales tax tracking (if applicable)
◼ Communication via email, video call, or chat
Catch-Up and Clean-Up Services
Behind a few months (or years)? No problem. We specialize in Xero catch-up bookkeeping, including:
- Historical transaction imports
- Account cleanup and reconciliations
- Rebuilding missing months of financial data
- Prior-year adjustments to match tax returns
Cloud Bookkeeping That Works Where You Work
Polaris serves clients across Florida, North Carolina and The United States with cloud accounting support. We make sure your books stay current and your tax position is always in focus.
What Sets Polaris Apart?
- Licensed Enrolled Agent oversight
- Integrated tax + bookkeeping planning
- Fixed monthly pricing
- No hourly billing or surprise fees
- Support from real humans who know your books
Start With a Free Xero Consultation
Get a no-pressure consultation to see how Xero can simplify your finances and how Polaris can take the burden off your plate.
Schedule your consultation now
Serving Charlotte, Lake Norman, Asheville, Plantation, Tamarac, and beyond.
FAQs
Q: Can I switch from QuickBooks to Xero easily?
A: Yes. We handle the migration process including data conversion, chart of accounts setup, and team onboarding.
Q: Do you offer tax filing too?
A: Yes. We offer bundled tax preparation, planning, and bookkeeping packages for businesses.
Q: How much do your bookkeeping services cost?
A: We offer fixed monthly pricing based on your transaction volume and reporting needs. Schedule a consult to get a custom quote.
Q: Do I need to live locally?
A: No. We support clients 100% remotely with secure systems and digital communications.