Category Archives: Bookkeeping

Xero the Hero: How To Copy an Invoice

It’s time for a handy how-to. Today we are talking about how to copy an invoice. 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 Comparison: The Cloud vs. Desktop Accounting

As an individual, I would not be termed an early-adopter. I’m cautious of new technology. I wait until it’s been tested, recommended, and proven to be easy to use and extremely convenient. I am a millennial, but I preferred paperbacks and hardcovers to eBooks. I filled notebooks during classes and lectures. I was trained in […]

Tales of a Globe-Trotting Bookkeeper

Two years ago, I was vaguely aware of the cloud. I knew the “cloud” existed, but it wasn’t the kind of cloud that had any sort of impact on my life, and I wasn’t terribly interested in finding out more about it. I was happily working in an office, elbowing my way through filing cabinets […]

BBB Back to Basics: Four Important Reports

Have you ever wondered why your bookkeeper gives you four main reports? Have you ever wondered why these particular four reports are included and what they actually mean? This article will share the purpose of the four main reports and why you should be looking at them. Think of your reports as a vehicle to tell your […]

Understanding 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 […]

Benefits of Ongoing Bookkeeping Services

payroll software on a tablet

This time of the year many of us reflect on how things went last year and on what areas we might want to improve on.  How was your accounting last year?  Were your books kept up to date throughout the year?  Or are you scrambling now to get things in order?  Were you trying to […]

Beyond Balanced Books wins Partnership Impact in Xero Awards Americas

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 […]