Author Archives: Cindy Hovig

Benefits of Ongoing Bookkeeping Services

Tablet Ecosystems

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 […]

Beyond Balanced Books wins Partnership Impact in Xero Awards Americas

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 […]

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

Hubdoc's Top 50 Accountants

We are excited to announce that Cindy and the Beyond Team were named as one of the Hubdoc’s Top 50 Cloud Accountants for 2017 for the fourth year in a row!  Hubdoc is a secure document storage application that converts your financial documents into useable data. With the ability to auto-fetch bank statements, bills, and […]

Xero The Hero: Machine Learning in Bill Entering

We talk a lot about “machine learning” at Beyond and in our everyday life. It seems to have become a buzzword these days, but have you ever wondered what exactly is “machine learning”? We have too. For the purpose of this discussion let’s define what it is a focus on how Xero uses machine learning […]

Get Ready for Year-End Bonuses!

gazebo Year-End Bonuses

One of the most common methods of showing appreciation to staff is by issuing year-end bonuses. Your employees work very hard, and as a business owner, you want to reward their efforts.  While paying a bonus to your employees may sound simple, both federal and state agencies have rules regarding the taxability of these types […]

Getting Ready for Year-End

path getting ready for year end

Although the 4th Quarter has barely begun, the Beyond Team has been busy getting ready for year-end. At our firm, the first four months of the year requires “all hands on deck”. We find that year-end goes most smoothly when transactions and reconciliations are up-to-date before the actual end of the year. As the old […]

Xero the Hero: Customize Your Dashboard

old instruments customizing dashboard in xero

We love how Xero lets you customize so many things. Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! Today we will show you the steps to customize your dashboard. 1. Navigate to your Xero Dashboard. If you login to your Xero account directly, […]