When it comes to client onboarding, part of that is learning how to attract new clients and set the right expectations from the start.
4 Ways Xero Will Become Your Business’s New Best Friend
As a busy entrepreneur in today’s fast-paced world, you need tools that will go with you anywhere and keep your business data accessible at a moment’s notice. Xero accounting software is the answer to your financial needs, and we know you’ll fall in love with it if you give it a chance. What is Xero…
Hate Doing This Small Business Task? You’re Not Alone.
It’s time to admit it: You hate tracking your small business finances. There, you said it. Breathe. You hate keeping receipts. You hate going through your monthly expenses and identifying them one by one. You hate matching your invoices against your revenue reports. You hate the nail-biting moment of calculating your profit and loss, wondering…
Woo-Hoo! Xero Hits 1 Million Subscribers!
You know that feeling when your sports team takes the championship. When your local school district receives a national recognition. When your neighbor’s high schooler gets accepted to a prestigious university. It’s that feeling of sharing in somebody else’s win. That’s how we felt last week when we heard that Xero had reached 1 million subscribers….
Amazon Sellers — You Need This Tool!
If you haven’t discovered the joys of A2X yet…well, today might as well be Christmas for you. This nifty online tool integrates your Amazon financial data into your Xero chart of accounts. Just like magic. No more individual transaction entries. No more untangling the mess of seller fees. Just your two biggest sources of financial data, playing nice together…
Big News from Marilyn (and a secret discount code, too!)
An exciting update from The Bottom Line founder and head money mover, Marilyn Parham, CPA. Humble and modest is good most of the time. But sometimes, guys, you just gotta brag. It’s easy for me to brag on my team because…well, if you’ve worked with them, it’s obvious why: they’re the greatest! So when The Bottom…
Get Some Sweet Summer Lovin’ (from Xero)
I confess that I’ve always had a thing for chaotic, disheveled, temperamental types. Not just in romantic partners, but in the way that I organize my business. Maybe it’s the sense of adventure that comes with never knowing where you’ll end up at the end of the day. Or maybe it’s the rebellious thrill of breaking the rules…
Xero + Shopify – A Marriage Made in Cloud Accounting Heaven
Our favorite cloud-based accounting system just got awesomer. We didn’t think Ben & Jerry’s could get any better. Then they put a cookie core in it and blew our minds. That’s about how we felt when we heard that Xero, our favorite cloud-based accounting system, was combining forces with e-commerce engine Shopify. In case you haven’t…
This is the Year You Master Your Bookkeeping
When the New Year arrives, you should be getting ready for the excitement of the year ahead. Instead, many business owners are being haunted by their taxes from the previous year. This year, we’re stopping the cycle! No delays, no last-minute rush, no lingering questions. If you’re a fourth quarter entrepreneur and you’re busy from…
What You Need to Know About Your Professional Financial Records
Financial Records For Your Business There’s no end to the information available about how long you should keep your financial records: one year, 3 years, 7 years … why is there such a wide range? It’s a loaded question and there’s a reason why it’s not a simple answer – because it all depends….