It’s summer! Perhaps by now your kids are out of school and you are enjoying the weather together or maybe you are planning a fun vacation. We hope you are! Earlier we talked about ways that the cloud can help you enjoy your summer and today we would like to add to that topic by discussing […]
Author Archives: Cindy Hovig
23
May
May
Have you ever taken a personality test? Most people have taken one form or another. When we did our BBB Team Retreat, we all did personality tests and did an exercise to go along with it. It was fun learning about our own personality types and those of each other. Let me tell you a little […]
01
May
May
If you want a better understanding of your banking activity, the Bank Reconciliation Summary is a very useful tool to use. We use this report every day while we are working within Xero and we want to share with you how useful it can be too. Where do you find the Bank Reconciliation Summary? In […]
25
Apr
Apr
Have you ever wondered why your bookkeeper gives you four main reports? Have you ever wondered why these particular four reports are included and what they actually mean? This article will share the purpose of the four main reports and why you should be looking at them. Think of your reports as a vehicle to tell your […]
05
Apr
Apr
We all are looking for ways to get paid faster. Did you know that Xero has a feature that allows you to automatically send your invoices to your customer’s Xero file as a draft bill? This feature is called the Xero to Xero Network. Invite a Xero User to Your Xero Network In General Settings>Connect>Xero […]
29
Mar
Mar
Have you heard of the bullet journaling craze? It’s a really popular thing right now. If you look on Pinterest and Instagram you will see beautiful journaling pages artfully designed and so creative. It can be overwhelming to look at because there are just so many different great ideas! I’m personally starting a bullet journal […]
22
Mar
Mar
We have a great tip for you today – how to attach a W-9 Form received from your vendors to a Contact in Xero. Why is this a good idea? Well, you will thank us later when it’s 1099 time and you have all your paperwork in order. We think it is a “best practice” […]
24
Jan
Jan
Some people wonder if it is worth it to hire a bookkeeper. Have you ever wondered this? Also, what should you expect from a quality bookkeeper? To help you answer these questions, consider some benefits of having ongoing bookkeeping services. This time of the year many of us reflect on how things went last year and […]
19
Jan
Jan
January 19, 2018 –Morgan Hill, California Beyond Balanced Books Inc won top honors in the annual Xero Awards Americas, claiming the Partnership Impact Award for 2017. Xero, a global small business platform, has over 100,000 business advisors worldwide as part of its network and it was an outstanding achievement for Beyond Balanced Books Inc. to be […]
17
Jan
Jan
Oftentimes people ask me why I choose Xero as our cloud accounting platform. Foremost is that I love the product. I can recall vividly the first day I was introduced to Xero. Within a very short time, I fell in love with the bank reconciliation. It is still one of my favorite features in Xero. […]