Category Archives: Xero

Xero the Hero: Running Balances for Account Transactions

Tablet Ecosystems

Xero is always coming out with new features! A recently released feature got us pretty excited. There is now a running balance column on the bank account transactions page.  What is the Running Balance? The running balance on the Account Transactions tab includes all reconciled transactions and unreconciled spend money and receive money transactions that have […]

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 […]

Xero the Hero: Three Invoicing Tips to Help You Get Paid Faster

Beyond Balanced Books

It’s important to get paid from your customers. We know this, you know this, they know this, but dealing with late payments is a pain (pun intended) we all have to deal with at times. Here are three invoicing tips to help you get paid faster in Xero. 1. Email your Invoices Snail mailing your […]

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 is Xero’s 2016 Bookkeeping Partner of the Year

Xero's 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 Xero’s 2016 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 filled four days. We can’t wait to tell […]

Things are Changing with Modern Client Accounting Services

Beyond Balanced Books

Recently our team was talking about how bookkeeping used to be done with a paper system. How archaic that method seems now! Much has changed with client accounting services today. Think about all the changes the industry has seen in the last 20 years. From paper to the desktop computer, from the desktop computer to the cloud. […]