The Beyond Blog

Expand your financial knowledge and build a better business with helpful insights from our expert bookkeeping team.

compass before making decisions

Your Numbers Are Most Useful Before a Decision

decisions get harder wayfinder

Decisions Get Harder When the Numbers Come Too Late

revenue alone building blocks

Don’t Make a Major Business Decision Based on Revenue Alone

profit and cash seesaw

The Difference Between Profit and Cash – Why It Matters

cliff feeling unsure

Looking at the Numbers but Still Feeling Unsure

more reports globe

You Don’t Need More Financial Reports -You Need to Understand Them

clean books window

Clean Books Aren’t Enough for Good Business Decisions

internal controls cards

Internal Controls: Not Just for Big Companies

Better Financial Insight Leads to Better Sleep - How?

Better Financial Insight Leads to Better Sleep – How?

understanding your numbers

What Comes After Understanding Your Numbers

numbers foggy glasses

What Your Numbers Are Trying to Tell You (But Often Don’t)

outsourced controller

What Does an Outsourced Controller Do?

outgrown bookkeeping shoes

Five Signs Your Business Has Outgrown Basic Bookkeeping

telescope succession planning

How to Build a Succession Plan for Your Small Business

plants gross profit vs overhead

What is the Difference Between Direct Costs and Overhead?

strings quickbooks business network

What is the QuickBooks Business Network?

construction proposal

What Should be Included in a Construction Proposal?

control business debt ladder

Five Steps to Take Control of Your Business Debt

delays construction clock

How to Handle Delays in Construction

in-person connections

Why In-Person Connections Still Matter In Business

QBO Deposit plant

How to Enter Deposits into QBO – The Right Way!

beyond traditional bookkeeping

Going Beyond Traditional Bookkeeping

maps cash and accrual basis

What’s the Difference Between Cash and Accrual Basis?

canoe bookkeeper and cpa

Why You Need a Bookkeeper and a CPA

apply business loan

Should I Apply for a Business Loan?

change order custom home

Mastering Change Orders: Five Best Practices for Custom Home Builders

dispose fixed assets construction

How to Properly Dispose of Fixed Assets in Construction

skilled workers construction

Five Smart Ways to Attract Skilled Workers to Your Construction Crew

golf change goals

Should I Change My Business Goals?

house grass win more projects

Four Proven Strategies to Win More Projects

cindy and lincoln steps to growth

Steps to Growth – Handling Transition in Your Business

CFO vs. Controller: Which Do You Need for Your Business?

CFO vs. Controller: Which Do You Need for Your Business?

How Do I Know if My Books Are a Mess?

How Do I Know if My Books Are a Mess?

How do I Find the Right Tax Professional?

How do I Find the Right Tax Professional?

carriage vs bullet train accounting transformation

The Transformation of Accounting in My Lifetime

lunchbox workers' compensation

Prepare for a Successful Workers’ Compensation Audit

dock start a new business

Four Steps to Start Your Own Business

House wip

What Do I Need to Know About Work in Progress (WIP)?

umbrella corporate veil

What is the Corporate Veil?

six goals

Six Goals to Boost Business in the New Year

seedlings slow period construction

How to Boost Revenue During Slow Periods in Construction

jessica run goal

On the Run to Reaching Goals

house leads into clients

How do I turn Construction Leads into Clients?

1099 Management homemade paper

Going Beyond: 1099 Management Service

travel year-end projections

Take Control with our Year-End Projection Service

increase gross margins cabin

How do I Increase my Gross Profit Margin?

New features in Dext bike

New Features in Dext – Enhance Your Efficiency!

bill pay management kites

Going Beyond: Bill Pay Management

new invoicing in Xero fish

Transition to New Invoicing in Xero

kpis for your business stairs

What are the KPIs for your business?

beach managing retirement

Best Practices for Managing Retirement Plans

cactuses expense management

Going Beyond: Expense Management

blueberries payroll management

Going Beyond: Payroll Management

entering bills benefits

How does entering bills benefit me?

insurance management garden gate

Going Beyond: Insurance Management

divisions business

How do I track the different divisions of my business?

fixed asset management pond

Going Beyond: Fixed Asset Management

tax notice what do I do

I Received a Tax Notice. What Do I Do?

bank reconciliations accruate

How do I know if my Bank Reconciliation is Accurate?

Reports for taxes buttons

Which reports do I need for taxes?

keys accurate year end reports

Four Steps to Ensure Accurate Year-End Reports

switching payroll blue chairs

I am switching payroll providers – what should I know?

cash protected sunflower

How can I keep my money protected?

paying taxes

How can paying taxes be less painful?

profitable buckets

Which parts of my business are profitable?

depreciation old shed

What is Depreciation?

trees partnership

What to know before you enter a partnership

Budget in QBO

How do I create a budget in QBO?

When should I create a budget?

When should I create a budget?

Advances bike

How do I manage employee advances?

greenhouse who we serve

When should I use classes in QBO?

How should I pay myself?

How should I pay myself as an owner?

Manage credit card QBO

How do I manage credit cards in QBO?

Should I use Amazon Business?

Should I use Amazon Business?

How do I track projects in QBO house

How do I track projects in QBO?

What is a suspense account

What is a suspense account?

accept bank transactions

How do I accept bank transactions in QBO?

What are journal entries

What are journal entries?

communicating bookkeeper telephone can

How can I communicate better with my bookkeeper?

How can I save for taxes?

accounting terms

Which accounting terms do I need to know?

What are the challenges when you outsource your accounting?

What are the challenges when you outsource your accounting?

what is the general ledger

What is the General Ledger?

what are adjusting entries

What are adjusting entries?

bank feeds in quickbooks online

Do I really need bank feeds in QuickBooks Online?

ongoing bookkeeping

Is Ongoing Bookkeeping Worth the Price?

Should I switch to a new accounting platform?

Should I switch to a new accounting platform?

new file accounting is like starting a garden

Why do I need to start a new file?

How do I convert from QuickBooks Desktop to QuickBooks Online?

How do I convert from QuickBooks Desktop to QuickBooks Online?

orange car Business vehicle expenses

How do I track my business vehicle expenses?

coblestone bridge outsource payroll

Is it time to outsource my payroll?

girl on path specific goal

How to Set Specific Goals and Achieve Them

field differences between qbd and qbo

What are the differences between QuickBooks Desktop and Online?

bricks Apps that work with QBO

Three Apps that work well with QBO

Gears Dext

App Spotlight: Dext

waterfalls multiple companies

I own multiple companies – what should I know?

Old ledger Unapplied cash payments in QBO

What are Unapplied Cash Payments in QBO?

door fixed asset or an expense

When is a purchase a fixed asset or an expense?

My QBO bank feed is wrong. How do I fix it?

My QBO bank feed is wrong. How do I fix it?

Ivy customize invoices in QBO

How do I customize my invoices in QBO?

Sunset path working with beyond

What does working with Beyond look like?

Steps Am I ready to hire a bookkeeper?

Am I ready to hire a bookkeeper?

slow slow and steady

Four reasons slow and steady growth wins

How do I know if my bookkeeping is right?

How do I know if my bookkeeping is right?

small chest save payroll records

Do I need to save payroll records?

garden bank rules in qbo

Why should I use bank rules in QBO?

gate 1 closing my books

Does closing my books mean that I cannot make any changes?

house do I need to save bank statements

Do I need to save bank statements?

How can I create custom reports in QBO?

How can I create custom reports in QBO?

mismatch 1 accounting reports accurate

Are your accounting reports accurate?

bucket my profit

What happened to my profit?

Do I need to save receipts?

Do I need to save receipts?

How do I reconcile my bank accounts in QBO?

How do I reconcile my bank accounts in QBO?

Which accounting software should I use?

Which accounting software should I use?

Puzzle find the right bookkeeper

How do I find the bookkeeper that’s right for me?

Files Preparing and filing 1099s

How do I file 1099s?

Steps Take control of your Year-End Profit

How to take control of your year-end profit

How do I close dates in QuickBooks Online?

How do I close my books in QuickBooks Online?

clock Start year-end planning

How do you start year-end planning?

hourglass planning for my year-end profit

When should you start planning for your year-end?

Old blue files Do I need to file 1099s

Do I need to file 1099s?

Direction sign 1099-NEC

What is the 1099-NEC Form?

Garden The QBO Dashboard

QBO QuickTips: The QBO Dashboard

sand through hands take control of your cash

Take control of your cash

steps uphill four step to increase your revenue

Four Steps to Increase Your Revenue

canoe getting started with cash flow

Getting Started with Managing Your Cash Flow

compass forecast for success

Forecast for Success

boat what is cash flow

What is Cash Flow?

coffee table six benefits to working from home

Six Benefits to Working from Home

laptop bush proper meeting etiquette on zoom

Proper Meeting Etiquette on Zoom

Creating a Budget During a Crisis

Creating a Budget During a Crisis

Saving Cash During a Crisis

Saving Cash During a Crisis

clock cogs working from home

Working from home: How will it all work?

bike tools working from home

Working from home: Which apps should you use?

computer Where should you start

Working from home: Where should you start?

Coin plants Get Paid Faster

Five Ways to Get Paid Faster

Moving Beyond - What our rebrand means for you

Moving Beyond – What our rebrand means for you

Catching Lost Time: The History of Leap Year

Catching Lost Time: The History of Leap Year

records are accurate

Prepare for Year-end: Have Accurate Records

In-House Bookkeeper or Bookkeeping Service - Which Should I Hire?

In-House Bookkeeper or Bookkeeping Service – Which Should I Hire?

New Year - New You: Setting Goals in 2020

New Year – New You: Setting Goals in 2020

Xero in on Xero: Using GoCardless with Xero

Xero in on Xero: Using GoCardless with Xero

Prepare for Year-end: Know Your Deadlines

Prepare for Year-end: Know Your Deadlines

Prepare for Year-end: Save Your Documents

Prepare for Year-end: Save Your Documents

Tools of the Trade

Tools of the Trade

Don't Fire Your Bookkeeper! Options When Cash is Tight

Don’t Fire Your Bookkeeper! Options When Cash is Tight

Maze hire professional for 1099s

Should I Hire a Professional to file my 1099s?

Clock Prepare for Year End

What can I do to prepare for year-end?

Why Hire a Bookkeeper?

Why Hire a Bookkeeper?

Can I do my books myself?

Can I do my books myself?

Reviewing four reports on a regular basis

Which Reports Should I Look at?

What is the Difference Between Accrual and Cash Basis Reports?

What is the Difference Between Accrual and Cash Basis Reports?

stethoscope meeting books need a checkup

Do My Books Need a Check-Up?

Meet With Your Bookkeeper Regularly

Meet With Your Bookkeeper Regularly

doors Differences between employees and contractors

Employee or Contractor – How Do I Know?

Cindy and Craig Jam-off

Jam-Off at Xerocon 2019

Meals, Travel and Entertainment Expenses, Oh My!

Meals, Travel and Entertainment Expenses, Oh My!

Bookkeeping is like Storytelling

Bookkeeping is like Storytelling

Words of Wisdom from the BBB Team- A Team Retreat Activity

Words of Wisdom from the BBB Team- A Team Retreat Activity

Coffee shop September challenge

Challenge Accepted: Where to Find Good Advice For Your Business [Part Six]

wheelbarrow spring clean your business

Five Ways to Spring Clean Your Business

Challenge Accepted: Am I Profitable? How Much Can I Pay Myself? [Part Five]

Challenge Accepted: Am I Profitable? How Much Can I Pay Myself? [Part Five]

Go Paperless to Spark Joy

Go Paperless to Spark Joy

Beyond Balanced Books

Challenge Accepted: Setting Priorities to Focus On [Part Four]

Piggy Bank Save now for taxes

Save Now for Taxes

key Compliance issues

Challenge Accepted: Compliance Issues – What Are They and How Can I Avoid Them? [Part III]

App Spotlight: Bill.com

Challenge Accepted: How To Set Up Your Business Properly [Part Two]

Challenge Accepted: How To Set Up Your Business Properly [Part Two]

Piggy bank tips for budget

Tips to Help you with Your Business Budget

tangled roots Challenge Accepted

Challenge Accepted: Bring Order to My Messy Books [Part One]

snail stop being a procrastinator

How to Stop Being a Procrastinator

Change is Hard - Three Secrets To Crushing Change in 2019

Change is Hard – Three Secrets To Crushing Change in 2019

Year-end reminders

Year-end reminders

clouds Moving your bookkeeping to the cloud

Three Benefits of Moving Your Bookkeeping to the Cloud

Xero In on Xero; Getting Started with Xero Files

Xero In on Xero; Getting Started with Xero Files

Coffee Talk with your tax professional

Prepare for Year-end: Talk with your tax professional

Xero the Hero: How To Attach Check Images

Xero the Hero: How To Attach Check Images

forms frequently asked questions 1099

1099-MISC: Frequently Asked Questions

help signs to hire a bookkeeper

Four Signs That You Need to Hire a Bookkeeper

paper airplane paper with Google Drive

Eliminate Paper with Google Drive

Bank Rules Tips & Tricks

Xero in on Xero – Featured Article on Bank Rules Tips & Tricks

Beyond Back To Basics - What is an Income Statement?

Beyond Back To Basics – What is an Income Statement?

stone house Construction payroll

Construction Payroll- Gusto to the Rescue!

Walk 100 day challenge

100 Day Challenge

tools modern contractor's toolbox

The Modern Contractor’s Toolbox

Coffee shop September challenge

September Challenge

tablet four important reports

Xero the Hero: How To Copy an Invoice

beyond balanced books contractors

Giving Tradespeople What They Want

tablet cloud vs desktop accounting

The Comparison: The Cloud vs. Desktop Accounting

Tales of a Globe-Trotting Bookkeeper

Tales of a Globe-Trotting Bookkeeper

How to Automate your Summer

How to Automate your Summer

What Do Personality Types Have to Do with Anything?

What Do Personality Types Have to Do with Anything?

taco trello

Trello: A Love Story

Xero the Hero: The Bank Reconciliation Summary

Xero the Hero: The Bank Reconciliation Summary

tablet four important reports

Beyond Back to Basics: Four Important Reports

paypal direct feeds

Understanding PayPal Direct Feeds

Xero the Hero: Xero to Xero Network

Xero the Hero: Xero to Xero Network

lady writing bullet journaling for business

Bullet Journaling for your Business

Xero the Hero: Attach a W-9 Form to a Contact

Xero the Hero: Attach a W-9 Form to a Contact

Tablet Ecosystems

Benefits of Ongoing Bookkeeping Services

Beyond Balanced Books wins Partnership Impact in Xero Awards Americas

Beyond Balanced Books wins Partnership Impact in Xero Awards Americas

Loving the Xero Community

Loving the Xero Community

Hubdoc's Top 50 Accountants

Beyond Announced as One of Hubdoc’s Top 50 Accountants for 2017

Xero The Hero: Machine Learning in Bill Entering

Xero The Hero: Machine Learning in Bill Entering

gazebo Year-End Bonuses

Get Ready for Year-End Bonuses!

My 30 Day Challenge

My 30 Day Challenge

path getting ready for year end

Getting Ready for Year-End

Form Getting Ready for 1099s

Getting Ready for 1099s

old instruments customizing dashboard in xero

Xero the Hero: Customize Your Dashboard

More Than One Type of Millennial

More Than One Type of Millennial

The Millennial Migration

The Millennial Migration

Xero the Hero: Transfer Bank Rules

Xero the Hero: Transfer Bank Rules

Beyond balanced books

Back to Business

Beyond Balanced Books

Automation in Xero Part III: Repeating Journal Entries

The Day We Received the Xero Bookkeeping Partner of the Year Award

The Day We Received the Xero Bookkeeping Partner of the Year Award

typing default settings

Automation in Xero Part II – Default Settings

Xero the Hero: Date Shortcut Keys

Xero the Hero: Date Shortcut Keys

Will Robots Take My Job?

Will Robots Take My Job?

rice rows repeating invoices

Automation in Xero Part I- Repeating Invoices

Do You Want To Get Paid Faster? Xero Hour Recap

Do You Want To Get Paid Faster? Xero Hour Recap

App Spotlight: Google Sheets

App Spotlight: Google Sheets

puzzle xero to collaborate

Xero The Hero: Using Xero to Collaborate

beyond balanced books start up businesses

The Benefits of Collaboration

Beyond Balanced Books

Xero the Hero: Tracking Categories

Time for Spring Cleaning of Your Business!

Time for Spring Cleaning of Your Business!

Beyond Balanced Books

Xero the Hero: Billable Expenses

Man modern contractor's toolbox

Contractors: Three Challenges Solved by Xero

table new settings in xero

Xero the Hero: Using Settings for a New Business

Beyond Balanced Books

How Our Services Can Benefit You and Your New Business

Beyond balanced books cloud computering

Starting a New Business – Using the Cloud

Xero the Hero: Preview for Invoicing

Xero the Hero: Preview for Invoicing

Monday 2 January

January: The Ultimate Monday

Tablet Ecosystems

Xero the Hero: Running Balances for Account Transactions

Xero the Hero: The ABA Rule

Xero the Hero: The ABA Rule

flowers it's 1099 time

It’s 1099 Time!

terrarium ecosystems

Ecosystems and What They Mean for Us

Xero Reporting: Unreconciled Statement Lines

Xero Reporting: Unreconciled Statement Lines

Beyond Balanced Books

Xero the Hero: Three Invoicing Tips to Help You Get Paid Faster

We Love Working With Contractors

We Love Working With Contractors

Xero's Bookkeeping Partner of the Year

Beyond Balanced Books is Xero’s 2016 Bookkeeping Partner of the Year

laptop outside xero password

Forgot Your Xero Password?

Beyond Balanced Books

Things are Changing with Modern Client Accounting Services

paper airplane sending receipts in Xero

Sending Receipts in Xero

App Spotlight: Harvest

App Spotlight: Harvest

Millennials and the Cloud

Millennials and the Cloud

Keeping ‘ahead of the curve’ using technology

Client loyalty: why you benefit

Client loyalty: why you benefit

Take our test – can cloud accounting improve the way you work?

Xero the Hero: Applying Split Payments to Bills & Invoices

Xero the Hero: Applying Split Payments to Bills & Invoices

How do I set Lock Dates in Xero?

How do I set Lock Dates in Xero?

Xero the Hero: Voiding Checks

Budgets in Xero

Using Budgets in Xero

What Is The Cloud and Is it Safe?

clock time saving shortcuts

Xero the Hero: Time Saving Shortcuts

magnify glass using global search

Xero the Hero: Using Global Search

Xero the Hero: Keyboard Shortcuts

Xero the Hero: Keyboard Shortcuts

App Spotlight: Gusto

book running 1099 report

Xero the Hero: Running the 1099 Report

Beyond Balanced Books

Xero the Hero: Credit Notes – Part II

laptop converting to xero

Xero the Hero: Credit Notes – Part I

Xero Made a Video About Us!

attach documents to bills

Xero the Hero: Attach documents to bills

Xero the Hero: Reconciling Bank Accounts

Xero the Hero: Reconciling Bank Accounts

Xero the Hero: Using Products and Services

Xero the Hero: Using Products and Services

hands using the discuss feature

Using the Discuss Feature in Xero

teamwork user roles in xero

User Roles in Xero: How to Define Them

The Best Payment Terms for Faster Cash Flow

Five Modern Marketing Methods You May Not Know About

Xero the Hero: Using Quotes

Xero the Hero: Using Quotes

Got Customers? Build Comprehensive Records for Them in Xero

xero 1 using placeholders

Xero the Hero: Using Placeholders

Five Ways to Streamline Data Entry

Xero the Hero: Bank Rule Basics

Xero the Hero: Bank Rule Basics

Xero the Hero: Creating New Accounts

Xero the Hero: Creating New Accounts

How to Edit the Dashboard in Xero

journal customization options

Make Xero Yours with Customization Options

How to Find Your Company File

nails setting up bank feeds

Xero the Hero: Setting up Bank Feeds

What Is Real-Time Accounting (and Why Should You Care)?

What’s Your Hourly Worth?

Prepare Now for Filing 1099s

Repeating Invoices in Xero

Cloud Accounting Means Better Security

Seven Profit-Boosting Entrepreneurial Habits

Does Your Small Business Need a CRM?

Shortcut Your Management Time with Exception Reporting

Is There an App for That?

Viewing Published Reports in Xero

Viewing Published Reports in Xero

Why Review the Balance Sheet?

Why Review the Balance Sheet?

Are You Ready for Online Accounting?

rusty cabinets using files in Xero

Using Files in Xero

Get Paid Faster with Online Invoicing

Do You Owe Sales Tax and Not Realize You Do?

Is It Time for Spring (or Summer) Cleaning of Your Business Files?

Why Should You Do Bank Reconciliations?

Why Should You Do Bank Reconciliations?

Cindy Hovig is Announced as an Intuitive Accountant Top 100 ProAdvisor for 2014

Optimize Your Revenue Mix for More Profits in 2014

Five Tips to Get Ready for a Pain-Free Tax Time

Five Fun Features in Xero You Can Profit From

Five Best-Practice Accounts Payable Tips for a Smoother Cash Flow

Reports That Count

Avoid the Three Biggest Sales Mistakes and Close More Business

Five Fall Projects to Refresh Your Financial Results

Need an A/R Makeover? A Quick, 5-Item Best Practice Checklist

Five Cash Leaks to Avoid

The Fine Art of Prioritization

Have You Been Hacked? How to Minimize Your Risk

Mobile Marvel

Is Your Data Backed Up? Seven Often-Overlooked Places

Five Ways to Protect Your Cash

Seven Strategies to Put the Spring into Your Sales

Five Places Where Spending More Pays Off

Five Places to Find More Profits

The Entrepreneur’s Paycheck

Planning for an Awesome 2013

Five Hidden Talents of Your Accountant

Is Your Business Missing an Accounting Skillset?

Five Year-End Adjustments to Make to Your Books

Five Favorite Freebies You Can Give Away for Free

Six Quick Productivity Tricks So You Can Go Home Early

Create an Easy, Head-Turning Elevator Speech

Recognizing a Job Well Done

Seven Ways to Wow Your Clients

5 Bottlenecks to Avoid that Stump Your Business Growth

10 Things You Might Not Think to Delegate But Should

Life Beyond the Profit & Loss Statement – Do You Know Your Lifestyle Ratios?

12 Low-Cost Employee Perks for Fun & High Performance

Do You Know the Lifetime Value of Your Client?

8 Smart Steps to Fiscal Responsibility

What’s Your Opportunity Number?

An Appetite for Double-Dipping (and I Don’t Mean Ice Cream)

Are You an Expander or Contractor?

Five Tips to Manage Overwhelm

The Fine Art of the Upsell

Is Your Business Out of Balance?