We have a great tip for you today – how to attach a W-9 Form received from your vendors to a Contact in Xero. Why is this a good idea? Well, you will thank us later when it’s 1099 time and you have all your paperwork in order. We think it is a “best practice” […]
Category Archives: Bookkeeping
24
Jan
Jan
Some people wonder if it is worth it to hire a bookkeeper. Have you ever wondered this? Also, what should you expect from a quality bookkeeper? To help you answer these questions, consider some benefits of having ongoing bookkeeping services. This time of the year many of us reflect on how things went last year and […]
12
Jan
Jan
We are excited to announce that Cindy and the Beyond Team were named as one of the Hubdoc’s Top 50 Cloud Accountants for 2017 for the fourth year in a row! Hubdoc is a secure document storage application that converts your financial documents into useable data. With the ability to auto-fetch bank statements, bills, and […]
28
Dec
Dec
We talk a lot about “machine learning” at Beyond and in our everyday life. It seems to have become a buzzword these days, but have you ever wondered what exactly is “machine learning”? We have too. For the purpose of this discussion let’s define what it is a focus on how Xero uses machine learning […]
14
Nov
Nov
Although the 4th Quarter has barely begun, the Beyond Team has been busy getting ready for year-end. At our firm, the first four months of the year requires “all hands on deck”. We find that year-end goes most smoothly when transactions and reconciliations are up-to-date before the actual end of the year. As the old […]
27
Sep
Sep
We have all been eagerly awaiting bank transfer rules. We are so excited to find out that this Xero update has been released! What exactly are bank transfer rules and why are we so excited about them? What are Transfer Rules? Bank transfer rules are basically bank rules for bank transfers and credit card payments. […]
06
Sep
Sep
September is here! Oh, how I love September. What is it about September that I love so much? The start of September and the little signs of Fall bring me back to the days of going back to school. I loved going back to school. I loved to learn and I loved getting back into […]
23
Aug
Aug
We are continuing our series on how to get more automated within Xero. Earlier this month, in Part One, we discussed how to use repeating invoices. This week, we will focus on how you can use Xero’s default settings to save you even more time! Xero’s Default Settings When we talk about default settings, we […]
01
Aug
Aug
I stumbled upon a website called “Will Robots Take My Job?” The website sources its data from a 2013 report about the future of employment. Using the website is pretty simple; you enter your job or industry, and you receive an “automation risk level” for how likely your job could be replaced by a robot. […]
25
Jul
Jul
Automation is ever important in our world today. We all want more time, but seem only to have less of it. By making our lives more streamlined and automated we can save time. Saving time can lead to saving money too. Over the next few weeks, we will be discussing ways that you can be […]