Conquer Monthly Bookkeeping in 5 Simple Steps as an Advisor
XY Bean Counters Blog » Small Business Accounting
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2y ago
4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops, now what? Keeping your books clean and up to date is important, especially in the ..read more
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How to Upload Transactions into QuickBooks Online with a CSV File
XY Bean Counters Blog » Small Business Accounting
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2y ago
4 MIN READ If you’ve ever logged in to QuickBooks Online (QBO), you’ve likely seen the time-saving feature that is the banking feed. By establishing a connection to your bank ..read more
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5 Things You Need to Know About Vendors in QuickBooks
XY Bean Counters Blog » Small Business Accounting
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2y ago
3 MIN READ We field a lot of questions from advisors about how to handle vendors in QuickBooks. We get it. There’s a lot to keep track of and you signed up to be a financial ..read more
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Be Your Own Hero: The Benefits of Understanding Basic Accounting
XY Bean Counters Blog » Small Business Accounting
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2y ago
5 MIN READ Having a cape-wearing, ever-available CPA on speed dial is the stuff of most business owners’ dreams. Unfortunately, number-savvy superheroes aren’t always this ..read more
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Are Your Books Ready for Tax Prep?
XY Bean Counters Blog » Small Business Accounting
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2y ago
3 MIN READ With 2020 officially in the rearview mirror (see ya never!) and our sights set on 2021, it's time to start thinking about fresh starts, new beginnings, and, of course ..read more
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Your Guide to Outsourcing Bookkeeping and Accounting as an Advisor
XY Bean Counters Blog » Small Business Accounting
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2y ago
5 MIN READ In the busy world of firm ownership, shouldering a full plate of responsibilities can often feel like part of the job description. From following up with clients, to ..read more
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Lessons Learned: Splurges That Are Worth It (and Some That Aren’t)
XY Bean Counters Blog » Small Business Accounting
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2y ago
5 MIN READ I’m not going to say that I’m an expert on how you should spend your money—although I am pretty good at spending my own. But as a bookkeeping professional, I am an ..read more
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Your Guide to Post-Pandemic Business Expensing
XY Bean Counters Blog » Small Business Accounting
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2y ago
5 MIN READ As we begin to slowly emerge from the pandemic, business owners and clients alike will need time to re-adjust. There is a mutual sense of urgency to return to normalcy ..read more
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New Features to Help You Get the Most out of QuickBooks Online
XY Bean Counters Blog » Small Business Accounting
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2y ago
5 MIN READ Getting the most out of QuickBooks Online (QBO) is a process that requires a keen understanding of its features and functionality. While the fundamentals of QBO rarely ..read more
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How to Use QuickBooks Automations to Save Time as an Advisor
XY Bean Counters Blog » Small Business Accounting
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2y ago
4 MIN READ Who doesn’t like saving time? When it comes to your day-to-day accounting tasks, knowing how to use QuickBooks well, including some tips and tricks, can consistently ..read more
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