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 […]
Author Archives: Cindy Hovig
03
Aug
Aug
Have you ever forgot a password to something? I know I have! It seems like every day I’m making a new password for something and my brain can’t keep up! Here are instructions on how to fix the issue if you forget your password in Xero. Resetting forgotten password Go to the Xero login page. Click […]
20
Jul
Jul
Recently our team was talking about how bookkeeping used to be done with a paper system. How archaic that method seems now! Much has changed with client accounting services today. Think about all the changes the industry has seen in the last 20 years. From paper to the desktop computer, from the desktop computer to the cloud. […]
27
May
May
If you are a client that uses invoices in Xero, you likely already know that you can send electronic copies to your customers. However, did you know that you can also send electronic receipts? Let’s discuss sending receipts in Xero. Send a receipt directly from payment First, locate the invoice payment by going to Bank […]
04
May
May
Millennials are taking over the work force. They have surpassed the baby boomers as the nation’s largest living generations. Millennials are those born between 1980 and close to 2000. Most likely you have millennials working in your business, in fact you might have predominantly millennials in your business. It’s important to understand millennials because they […]
Cloud accounting solutions are changing the way small businesses work. As cloud accounting experts, we can help you determine which cloud solution is right for your business. Here are a few questions to help you think about whether we might be able to help: Do you have account balances or financial statements that don’t make sense? […]
29
Apr
Apr
“Effective customer relationship management means organising your entire business to focus on the needs of customers.” We take pride in client loyalty. It is an extremely important part of our ethos. We believe it drives us to work harder for our people, and we also believe in the nature of a longstanding client-accountant partnership. Client loyalty […]
We have built our company on the foundation of always being ‘ahead of the curve’ when it comes to technology and in-the-now best practice. This fascinating article from the Harvard Business Review resonated with our approach to, not only how we do business, but how we see what success looks like if you, our client/the […]
27
Apr
Apr
Have you ever received a bill that you would like to partially pay? What should you do if you receive a partial payment from a customer? Xero allows business owners to navigate these challenges successfully with the ability to apply split payments against both invoices and bills. Let’s see how. How to split a payment In […]
Any business owner can tell you that voiding and reissuing checks is a necessary part of business from time to time. The good news is that Xero makes voiding checks simple and painless. Let’s see how. How to do it In our example below, Check 1237 was paid to the right vendor, but for the […]