Author Archives: Jessica Berkley

Success with PPP: Setting up the Loan

Congratulations, you got a Paycheck Protection Program (PPP) loan!  As you have probably heard from others, and may have even seen in our earlier blogs about PPP, not all small businesses have had success applying for or getting approval for this type of economic relief.  So take a moment to enjoy the fact that you […]

What is the Employee Retention Credit?

In a previous blog, we outlined a provision from the IRS to offer employers Payroll Tax Deferments as part of the Coronavirus Aid, Relief and Economic Security Act (CARES Act). Another recent provision made available through the IRS is the Employee Retention Credit. Here we will discuss the particulars on this type of relief. What […]

Working from home: How will it all work?

This is the third part of our Working from home series.  In Where should you start?, we discussed how to quickly form a plan to transition your team to remote work, focusing on the needs that have the highest priority. In What technologies should consider?, we provided you with a shortlist of tools that our […]

Prepare for Year-End: Know Your Deadlines

Updated April 27, 2020 “I love deadlines. I like the whooshing sound they make as they fly by.”  – Douglas Adams I have to agree with my good pal Doug here – keeping track of deadlines is hard! For some business owners, it’s a full-time job. You have project deadlines for customers, payroll deadlines for […]

Don’t Fire Your Bookkeeper! Other Ways to Save Cash

When small business owners are struggling with cash flow, often the first inclination is to bring outside services in-house, including their bookkeeping and accounting services. On the surface, this may seem like an effective strategy. But is it? Paying someone internally to manage your books can actually be more costly long term. For example, if […]

What Can I Do to Prepare for Year End?

It’s time to begin thinking about year-end! Can you believe it? Looking back, the Beyond Team accomplished a lot this year. We attended several accounting training events, had a successful team retreat in the Spring, implemented several new apps within the firm, and even participated in a Jam Off! What do you see as your […]

Accounting DIY: Can I Do My Books Myself?

As a person who enjoys crafts, there is a particular pleasure in being able to make something yourself. If you are a parent, you’ve likely received any number of handicrafts from your children. If you are a small business owner, your business is like a craft project: an idea that was brought to life through […]

Challenge Accepted: Compliance Issues – What Are They and How Can I Avoid Them? [Part Three]

For the third part of our Challenge Accepted series, we are going to shift our focus to compliance. (If you haven’t read Part One and Part Two of this series,  definitely check those out as well!) Exactly what do we mean by compliance when it comes to your small business? According to Merriam-Webster Dictionary, one definition of “compliance” […]

Four Signs That You Need to Hire a Bookkeeper

In a survey of over 300 small business owners from Clutch, a leading BRB research, ratings and reviews company, nearly 95% of owners said they were confident in the accuracy of their financial records. While a business owner may think their records are fine, they usually are not aware of a problem until their accountant […]