Category Archives: Bookkeeping

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 […]

It’s the Last Quarter of the Year!

Fall is here, and along with pumpkin spice lattes that have taken the world by a storm, there is something else to think about.  October 1st marks the beginning of the final quarter of the year. What does that mean for you? Well, it can mean a lot of things for different people and different business but […]

Xero Reporting: Unreconciled Statement Lines

You probably are familiar with how Xero allows users to leave notes under the Discuss Tab for unreconciled statement lines within the Bank Reconciliation screen. We have found that this is a great tool for collaboration between us and our clients and also for our clients. Once again Xero has made a good thing even […]

We Love Working With Contractors

We love working with contractors. In fact we would say that we specialize in working with contractors. Why?  My husband is a landscape contractor. This makes it easy for me to relate on a personal level to contractors. Doing the day to day bookkeeping of my husband’s business for more than three decades has given […]

Beyond Balanced Books Named Xero Bookkeeping Partner of the Year 2016

Xero 2016 Bookkeeping Partner of the Year Many of you know that we were in San Francisco last week at XeroCon. We were delighted to receive the award of 2016 Xero Bookkeeping Partner of the Year!  We are so honored to have won this award. XeroCon is the ultimate accounting technology conference and we had a fun […]

Things are Changing with Modern Client Accounting Services

Beyond Balanced Books

Things are changing with client accounting services these days. Recently my mom and I talked about doing bookkeeping with a paper system how archaic that method seems now! Think about all the changes the industry has seen in the last 20 years. From paper to desktop computer,  from desktop computer to the cloud.  The changes have been huge. […]

Xero the Hero: Setting Lock Dates

This time of the year is when most businesses are finalizing the last fiscal year for taxes. Once you have finalized your transactions for the prior year or period, it is very important to lock the dates in Xero. What does it mean to lock dates? Locking dates stops data from being changed prior to a […]

Xero the Hero: Using Budgets

Xero does a great job of tracking your actual expense to your annual budget, helping your business stay on track and make decisive financial decisions. You can locate the Budget Manager tool under the Report tab in Xero. Go to Reports > Budget Manager. From this screen, you can enter your budget totals using two […]

Xero the Hero: Keyboard Shortcuts

Xero is always coming out with new features.  One of the most recent new features is the new keyboard shortcuts.  We love how the new keyboard shortcuts save us time and make us more productive. All you have to do is enter a forward slash (/) and the corresponding letter key of the screen you […]