Organize Your Business Paperwork with Hubdoc

By | July 18th, 2021|Business, Technology, Xero|

How often have you said something along the lines of, “If only I was more organized,” when talking about your business paperwork? Most likely this comes as a result of looking for a document for your accountant or trying to find a bill you need to pay before the deadline. When your business paperwork is organized, you don’t have to waste your precious time hunting for documents. Not only that, but if you use Xero and Hubdoc together, your accountant can access your documents without having to bother you. Why Hubdoc for business paperwork? Hubdoc is an app that can help [...]

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What is Cloud Accounting?

By | July 5th, 2021|Accounting, Technology, Xero|

If you have a business and you've been looking for an efficient way to manage your books and records, you've probably heard about cloud accounting. QuickBooks Online and Xero are two of the most popular online accounting programs. If you haven't heard the term cloud accounting then it’s likely you’ve heard of either one of these programs. Something that's often not discussed in relation to cloud accounting is what it means to have your accounting in the cloud. And what are the benefits of doing this? Before we get into the benefits, let's talk about what it means. The Cloud is [...]

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How to Get Started with Xero

By | April 7th, 2021|Accounting, Business, Xero|

Have you been looking into accounting apps, but you don’t know where to start? We love and recommend Xero, because of its ease of use and high functionality. With Xero, you can do everything from sending invoices to monitoring your company’s key performance indicators.    We’re also a Xero Certified Partner, so if you want to save even more time, skip to the bottom for a major shortcut to getting started with Xero! Choose a Plan Xero currently has three levels of plans available to the general public. The plan you choose will depend on your needs. For example, the Starter Plan [...]

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Xero Shortcuts You Need to Try

By | September 26th, 2020|Accounting, Xero|

If you’ve read any of our other posts about Xero, you're probably aware of the time you can save a by linking your bank account to the app. But there are a number of Xero shortcuts that offer even more time savings.  Try some of these common Xero shortcuts to reduce your bookkeeping time so you can get back to the part of your business you enjoy the most. Xero Shortcuts for Bookkeeping  Bank Rules Bank rules allow you to set parameters on money spent, money received, and transfers. Once a bank rule is set up, Xero will recognize the rule, [...]

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How to Ask Your Accountant a Question in Xero

By | September 22nd, 2020|Accounting, Xero|

Have you ever wondered how to ask your accountant a question in Xero? If you’re new to Xero, you might have questions as you get started using this amazing cloud accounting app. Even if you’re not new to Xero, you may come across something in your bookkeeping you haven’t seen before or aren’t sure how to properly record. Thankfully, Xero makes it really easy to ask your accountant a question without leaving the app, saving you precious time. But before you can start asking your accountant questions in Xero, you’ll need to make sure your accountant has access to your Xero [...]

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Common KPIs and How to Monitor Them in Xero

By | September 10th, 2020|Accounting, Business, Xero|

Common KPIs (key performance indicators) are whatever numbers you determine are critical to your business’s success. They can vary depending on your industry and how you run your business. An online marketing company isn’t going to have the same KPIs as an automobile manufacturer.  Choosing the right KPIs can be tricky. Start by looking at your financials. Are there any numbers that jump out at you as being way too high or low? If so, you’ll want to keep an eye on those.  Do you notice any trends when comparing the same numbers over different time periods? This is something else [...]

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Lesser Known Xero Features You Need to Check Out

By | August 27th, 2020|Accounting, Business, Technology, Xero|

Xero is truly a time-saving accounting app. Most Xero users are aware of the ability to link Xero to their business bank and credit card accounts to speed up bookkeeping, but there are a number of other time-saving features included in Xero.  Here are some of the lesser known Xero features you need to check out to make the most of this accounting app. Items Items can save you a ton of time when invoicing customers by creating a list of the services and products you offer. Under the “Business” tab select “Products and services.” Click the button on the left [...]

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Grow Your Business with Xero

By | August 20th, 2020|Accounting, Business, Xero|

What in the world is Xero and how can you grow your business with it?  Xero is an accounting app that can save you time and money. With Xero, you are able to link your bank accounts and credit cards to the app, so your business transactions are automatically downloaded to Xero. Why Grow Your Business with Xero? Because Xero saves you time and money with your bookkeeping, you can focus on the key activities that will help you grow your business. Instead of spending hours sorting and recording receipts, you can touch base with your customers and find out what [...]

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Top Questions Small Business Owners Ask

By | August 13th, 2020|Business, Taxes, Xero|

So, you’ve started a business—congratulations! You’re probably excited to set up shop and get your product or service out there, but . . . there are a lot of things to think about when you first start a business. It's easy to jump right in without giving it much thought, but some things are better considered when you’re just getting started.  Here are some of the top questions small business owners ask. Should I incorporate? When considering incorporation there are two main types of things to consider. You’ll want to think about the legal side as well as how incorporating can [...]

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Get Paid Fast with Xero Mobile Payments

By | July 30th, 2020|Accounting, Business, Xero|

Being a business owner sometimes means doing things you don’t enjoy like making “The Call.” You know, the one that starts with idle chit chat and quickly leads to, “So, any chance you’ll be paying your invoice in the next week?” Nobody likes having to hunt down customers who haven’t paid. Avoid having to make The Call with Xero mobile payments. What are Xero Mobile Payments? Xero mobile payments use Xero invoicing together with Stripe and/or PayPal integrations so you can accept debit card, credit card, and pre-authorized debit payments directly in Xero. Instal the Xero app on your cell phone, [...]

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