Case Study: Sutro Li - Bookkeeping & CFO Services achieves streamlined cloud workflows and faster, actionable financials with Xero

Sutro Li - Bookkeeping & CFO Services - Customer Case Study

Sutro Li, founded by former rocker-turned-bookkeeper Burton Li, is a small firm focused on providing excellent accounting to mission-driven organizations while preserving a healthy work–life balance for its founder. To serve nonprofits and service-industry clients like architecture firm Studio BANAA, Burton needed a reliable, cloud-based workflow that could handle complexities such as retainers and 1099s without sacrificing timely, useful financial reporting.

Burton centralized operations on Xero in 2015 and built an integrated app stack (Bill.com, Gusto, Hubdoc, Harvest, Slack, Asana) to streamline bookkeeping and client collaboration. For Studio BANAA he paired Xero with Harvest to manage retainers and accelerate month‑end closes, improving accuracy and responsiveness — outcomes that delivered better financial insight for clients and allowed Burton to grow a sustainable, Xero‑certified practice.

Sutro Li - Bookkeeping & CFO Services

Burton Li

Founder & President