Business Details
6 Years
experience
Cloud-Based Accounting & Financial Solutions
RollForward Accounting is a forward-thinking accounting firm dedicated to transforming financial operations through innovative cloud-based solutions. With over 15 years of hands-on experience as business owners, our team specializes in leveraging Xero and other integrated technologies to streamline accounting processes, reduce administrative burdens, and empower businesses to focus on growth. We serve small businesses, franchises, and mid-sized enterprises across industries such as retail, health and fitness, professional services, and property management.Our approach combines deep technical expertise with real-world operational insights to deliver tailored systems that enhance efficiency, accuracy, and strategic decision-making. By prioritizing transparency, collaboration, and continuous improvement, we aim to be a trusted partner in driving long-term success for our clients.
Services
Payroll Processing
Xero Setup
Cloud Software Integration
Fractional CFO
Bookkeeping Services
Details
- Year established: 2020
Highlights and features
- We offer 15+ years of owner-operator experience in business and accounting systems.
- Our team specializes in Xero-certified cloud accounting and integrated software ecosystems.
- We focus on industries like franchises, retail, and professional services with tailored solutions.
- Our processes automate financial workflows to reduce administrative costs by up to 40%.
- We provide 24/7 access to financial data with real-time dashboards and expert support.
What people say
Create efficiency and value
Positive impact on operations
Improved financial visibility
Passionate about client success
Reduced administrative costs
Services
Payroll Processing
Our Payroll Processing service connects seamlessly with your accounting system to simplify employee payments and tax compliance. We handle federal and state filings, direct deposits, and employee portals for paystub access, while integrating cloud apps like Deputy for scheduling. With fixed monthly pricing based on employee count, you gain predictable costs and 24/7 reporting access to streamline payroll operations.
Xero Setup
Xero Setup transitions your business to cloud-based accounting with tailored configurations for your industry. We migrate data, set up live bank feeds, and customize invoicing while offering training to ensure smooth adoption. Choose Basic Setup for core accounting functions or Advanced Setup for comprehensive data imports and integration planning, positioning your business for scalable growth.
Fractional CFO
Fractional CFO services provide strategic financial leadership through real-time dashboards and KPI analysis. We develop custom reporting models, budget forecasts, and operational metrics to guide business decisions. By combining accounting expertise with operational experience, we help identify growth opportunities, optimize cash flow, and implement long-term financial strategies aligned with your business goals.
Cloud Software Integration
Cloud Software Integration builds connected ecosystems using apps like Bill.com and Gusto to automate financial workflows. We analyze existing systems, prioritize efficiency gains, and implement integrations that reduce manual data entry by up to 70%. This service includes process documentation, staff training, and ongoing support to ensure seamless operations across accounting, payroll, and business management platforms.
Bookkeeping Services
Our Bookkeeping Services maintain perpetual reconciliation of transactions and generate monthly financial reports for informed decision-making. We digitize paper processes, manage payables/receivables, and prepare year-end tax packages while providing unlimited support from dedicated Xero Advisors. This service includes access to document hubs and mobile apps for real-time financial visibility.
People
Jill
Xero Advisor
Jill is a certified Xero expert with 15+ years of experience transforming accounting systems for small and mid-sized businesses. She specializes in automating financial workflows and improving operational efficiency through cloud technologies.
Questions
What accounting software do you specialize in?
We specialize in Xero cloud accounting software and integrate it with tools like Bill.com, Gusto, and Deputy for comprehensive financial management solutions.
How does your payroll service work?
Our payroll service connects directly to your accounting system, handling tax filings, direct deposits, and employee portals while offering 24/7 reporting access.
Do you work with businesses outside your local area?
Yes, our cloud-based services support clients nationwide through remote implementation and virtual support systems.
What industries do you serve?
We focus on franchises, small-box retail, health and fitness, professional services, and property management businesses with scalable financial needs.
How do you ensure data security?
We implement Xero's enterprise-grade security features and follow strict protocols for encrypted data transmission and access controls.
