Cindy recently wrote an article about how she walked for 30 days consecutively. She mentioned that she was inspired by Amy Vetter and how she talked about picking an activity you enjoy and committing to doing that activity every day for 30 days. The important part is that you do it every day whether the duration […]
Even though it is not officially Fall until later this month, most of us think of Labor Day as the end of summer. For those of us in California, this might seem a bit crazy as the weather in September and even October is usually still quite warm. Nevertheless, Fall is in the air! Fall is […]
Today we are talking about how to copy an invoice in Xero. Have you ever wanted to charge one of your customers for something very similar that you have billed them before? Perhaps you do work for someone once a year. You could just copy the invoice from last year and only edit the dates. This is […]
I recently read a great article on the Xero blog about what tradespeople want from their accountant or bookkeeper. It struck a chord with me because we love working with those in the trades. My dad is a licensed landscape contractor and my mom (the founder of BBB) has always done his books. She saw […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
