If you are thinking of starting a new business or recently have started a business, chances are you have thought about how you will be keeping your books. You may have thought how there was no way you would do it yourself and you started to look into outsourcing it. Or you may have thought, […]
Author Archives: Cindy Hovig
15
Feb
Feb
Have you been thinking of starting a new business? Now’s a great time to do it! Here’s a quick guide on how you can use the cloud to help. Why Use the Cloud The cloud provides many benefits to you when you are starting a new business because you can have all your documents and […]
08
Feb
Feb
We all want to get paid as quickly as we can. Getting paid in a timely manner is very important to a small business as cash flow can make or break a business. The lifeblood of cash flow for many businesses is invoicing. It also can be the most time-consuming. Xero has many features to simplify […]
17
Jan
Jan
Xero is always coming out with new features! A recently released feature got us pretty excited. There is now a running balance column on the bank account transactions page. What is the Running Balance? The running balance on the Account Transactions tab includes all reconciled transactions and unreconciled spend money and receive money transactions that have […]
10
Jan
Jan
Have you encountered this scenario: You have your bank rules set up and they are working well for you. You come to one particular item and Xero wants to auto-match the transaction (you will see the suggested match in green), but you want to apply a bank rule. Why is Xero auto-matching your transaction? We’ve […]
03
Jan
Jan
Happy January! You know what that means – it’s 1099 time! Exciting! Okay, maybe not everyone gets excited about 1099s, but I recently got a shirt that says “Wine ’em dine ’em 1099 ’em!” Which makes me excited for 1099s. Thanks for that shirt SalesPad by the way. But in all honesty, 1099s can be stressful, […]
03
Oct
Oct
You probably are familiar with how Xero allows users to leave notes under the Discuss Tab for unreconciled statement lines within the Bank Reconciliation screen. We have found that this is a great tool for collaboration between us and our clients and also for our clients. Once again Xero has made a good thing even […]
13
Sep
Sep
It’s important to get paid from your customers. We know this, you know this, they know this, but dealing with late payments is a pain (pun intended) we all have to deal with at times. Here are three invoicing tips to help you get paid faster in Xero. 1. Email your Invoices Snail mailing your […]
07
Sep
Sep
We love working with contractors. In fact we would say that we specialize in working with contractors. Why? My husband is a landscape contractor. This makes it easy for me to relate on a personal level to contractors. Doing the day to day bookkeeping of my husband’s business for more than three decades has given […]
Announcement, Bookkeeping, News, Xero
Beyond Balanced Books is Xero’s 2016 Bookkeeping Partner of the Year
24
Aug
Aug
Many of you know that we were in San Francisco last week at XeroCon. We were delighted to receive the award of Xero’s 2016 Bookkeeping Partner of the Year! We are so honored to have won this award. XeroCon is the ultimate accounting technology conference and we had a fun filled four days. We can’t wait to tell […]