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 […]
Author Archives: Cindy Hovig
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. […]
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 […]
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 […]
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 […]
I attended Accountex in September in Boston. One of the presentations I especially enjoyed was given by Amy Vetter. The topic was on work-life harmony. My key take-away was when Amy talked about picking an activity you enjoy and committing to doing that activity every day for 30 days. That the duration of the activity […]
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 […]
The weather is cooling down and the days are getting shorter. As we notice these changes each year, it is a reminder that the year is drawing to a close. Here at Beyond, it’s our cue to begin preparing for the year-end and especially for filing 1099s. What is done in November can greatly reduce […]
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, […]
I recently read an article about how there is more than one type of millennial. Being a millennial myself, I really enjoyed this article because at times I didn’t always feel like I fit into the millennial mold. The article is called, “Don’t Call me a Millennial, I’m an Old Millennial“. I definitely suggest giving […]










