Category Archives: Bookkeeper

How do I find the bookkeeper that’s right for me?

Puzzle choosing a bookkeeper

When finding the right bookkeeper, it’s important to look for someone whose values match your own. Just like in any relationship, if you share the same values, your professional partnership with them will be healthy. Which values are important in a bookkeeper? Here are some of the core values we share with our best clients.  […]

Working from home: Where should you start?

computer Where should you start

In light of the current COVID-19 situation, many small business owners and their teams’ are working from home, some for the first time. We know that this change can be very challenging for small business owners.  There are many technologies available that can enable you and your team to work successfully from home. But where should […]

In-House Bookkeeper or Bookkeeping Service – Which Should I Hire?

Since we are in the business of providing bookkeeping services, a common question we receive is “Should I hire an in-house bookkeeper or outsource to a bookkeeping service?”  There is no one-size-fits-all answer to this question because there are many variables. We have put together some areas to consider when you need to make this […]

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, […]

Meals, Travel and Entertainment Expenses, Oh My!

One of the most misunderstood business expenses are those related to travel, meals, and entertainment. It can be hard to know how to classify these types of expenses because often the line can be a little blurry on what type of expense it actually is. Understanding these types of expenses is even more important now, […]

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 […]

Xero in on Xero – Featured Article on Bank Rules Tips & Tricks

Bank Rules Tips & Tricks

We love using bank rules in Xero and we hope that you do too. Our founder, Cindy Hovig, has been featured in Insightful Accountant’s latest Xero in on Xero Series. Her contribution is entitled Bank Rules Tips & Tricks. This is a great article to learn more tips on using Xero’s bank rules. If you are […]

Xero the Hero: How To Copy an Invoice

tablet four important reports

Today we are talking about how to copy an invoice in Xero. Have you ever wanted to charge one of your customers for something very similar that you have billed them before? Perhaps you do work for someone once a year. You could just copy the invoice from last year and only edit the dates. This is […]