Author Archives: Jessica Berkley

Working from home: How will it all work?

clock cogs working from home

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 Which apps should you use?, we provided you with a shortlist of tools that […]

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! Options When Cash is Tight

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. When cash is tight, 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, […]

What can I do to prepare for year-end?

Clock Prepare for Year End

It’s time to begin thinking about year-end! Can you believe it? What do you see as your greatest accomplishment this past year? With the year-end approaching, we often get asked several questions on how to get ready. We thought this year we would provide a short Q&A list to help prepare for Year-End.  Why do […]

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 small business owner, your business is like a craft project: an idea that was brought to life through hard work and creativity. So it’s common that when business owners contact us, they have […]

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 […]