Author Archives: Jessica Berkley

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

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!) Exactly what do we mean by compliance when it comes to your small business? According to Merriam-Webster Dictionary, one definition of “compliance” is “conformity […]

Four Signs That You Need to Hire a Bookkeeper

In a survey of over 300 small business owners from Clutch, a leading BRB research 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 questions their records […]

The Modern Contractor’s Toolbox

Man modern contractor's toolbox

Every skilled craftsman carries a toolbox. Big or small, a toolbox stores all the tools you need for the project at hand. It protects your tools from damage and keeps them organized, which can save you valuable time. Technology has brought many changes to trade businesses. As a result, the traditional toolbox for contractors has […]

Understanding PayPal Direct Feeds

paypal direct feeds

One of the core features of Xero is the ability to upload bank feeds into your accounting system automatically. In recent years, Xero has been working to improve this aspect of their platform by providing direct feeds. Direct feeds are pretty self-explanatory: It is a direct connection between Xero and a financial institution for the […]

Will Robots Take My Job?

Last month, I stumbled upon a website called “Will Robots Take My Job?” The website sources it’s data from a 2013 report titled “The Future of Employment: How susceptible are jobs to computerization?”  (Benedikt Frey & Michael Osborne) Using the website is pretty straightforward; enter your job or industry, and you receive an “automation risk […]

Ecosystems and What They Mean for Us

Tablet Ecosystems

Much of my accounting background has been very “old-school”. I always worked in an office, with an accounting team, in a traditional accounting framework. The accounting ecosystem at that time was driven purely by people. Everyone worked in a single desktop software system, and you worked in the same office. I figured that doing accounting […]

Xero the Hero: Credit Notes – Part II

Beyond Balanced Books

We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a supplier and want to apply it to future bills? Xero manages Credit Notes quite expertly In Part I of this […]

Xero the Hero: Credit Notes – Part I

laptop converting to xero

We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a vendor and want to apply it to future bills? Xero can easily manage credit notes for you. We have a […]