Xero-Only Accounting & Advisory

Books That Work
As Hard As You Do

Specialized accounting and advisory for property management companies, early-stage startups, and law firms — one platform, done deeply, instead of many platforms done shallowly. Flat-fee pricing, stated plainly, always.

49+ Units Managed
3 Specialized Niches
FL Focused & Local

Deep Expertise, Not a Shallow Footprint

  • Property management trust accounting & Florida Statute 83.49 compliance
  • Startup tech-stack setup & investor-ready monthly updates
  • Law firm advisory that layers on your existing bookkeeper
  • Xero-only — Certified Advisor, Level 1 & Level 2
  • Every price plainly stated — no "contact for quote"
  • Direct access to Levi, always — no junior staff, no outsourcing
CMA Candidate — Advanced Credentials in Progress

Certified Management Accountant credential pathway underway. Fee adjustment clause built into every engagement.

Xero-Only Specialist
Xero Certified Advisor, L1 & L2
DoorLoop Integrated
Gusto Payroll Partner
Florida Statute 83.49 Compliant
Flat-Fee, No Surprises

"You invest in the people, and the people build the business."

That's the whole philosophy behind Soller Advisors — accounting and advisory built on real relationships, not just monthly invoices.

Who We Serve

Three Niches We Know Deeply

Rather than being a generalist bookkeeper for anyone who walks in, I've built real depth in three specific worlds.

🏠

Property Management

Trust accounting, owner distribution reporting, and a tech stack — DoorLoop, Xero, Gusto, Baselane — configured specifically for your portfolio. Four tiers, from a single diagnostic to a fully bundled retainer.

Explore Property Management →
🚀

Startups & Early-Stage

Clean platform setup from day one, then a monthly investor update package that keeps your cap table's confidence high without eating your week.

Explore Startups →
⚖️

Law Firms

Trust/IOLTA bookkeeping and advisory sized for solo attorneys and 2-attorney partnerships — practice profitability, partner comp clarity, and monthly three-way IOLTA reconciliation done right.

Explore Law Firms →
Everyone Else

Running a Different Kind of Business?

These three niches are where I've built the deepest expertise, but general bookkeeping is available to any business, in any industry — starting at $400/month.

See General Bookkeeping
Why Soller Advisors

We Speak Your
Language

General bookkeepers spread themselves across every platform and every industry. We didn't.

  • 01

    Xero-Only, Deep Expertise

    Certified Level 1 and Level 2. One platform, mastered — not five platforms, half-known.

  • 02

    Flat-Fee, Plainly-Stated Pricing

    Every number on our Pricing page is real. No hourly billing, no "contact us for a quote."

  • 03

    You Work Directly With Levi

    No junior staff, no outsourcing. You'll always be talking to the same person who set up your books.

  • 04

    Purpose-Built for Your Niche

    Property management, startup, or law firm — the tools and the advisory are configured for how your business actually runs.

49+ Units Currently Managed
$0 Per-Wire Charges
1 Point of Contact Always
L1/L2 Xero Certified Advisor
Property Management Tech Stack

The Tools We Configure For You

Purpose-built for property management. Fully integrated, automated, and scalable as your portfolio grows.

DoorLoop / Buildium / AppFolio

We work with leading property management platforms and recommend the best fit for your portfolio size and goals.

Xero

Cloud accounting with real-time bank feeds, financial reporting, and Xero Certified Advisor-managed setup — the only ledger platform we run.

Gusto

Payroll for W-2 employees and 1099 contractors with automatic tax remittance to IRS and state agencies.

Getting Started

How It Works

The same straightforward process, whichever niche you're in.

01

Apply

A short intake form — a few minutes, nothing exhaustive.

02

Intake Questionnaire

We collect everything upfront, so there's no back-and-forth once we start.

03

Onboarding

Your first full set of financials, delivered within 3 weeks of complete documentation.

04

Ongoing

Your choice of cadence, transparent flat-rate pricing the whole way through.

If the specific services listed here aren't quite the right fit for your business, I'm still happy to connect, learn more about what you do, and see if there's another way I can help — even if that's just a conversation, not an engagement.

Ready to Get Your Books in Order?

Schedule a free 30-minute consultation. No obligation, no sales pitch — just a conversation.

Schedule a Free Consultation