Thoughts in the Clouds
Your Guide to Xero Tips: Bank Feeds 104 – Troubleshooting bank reconciliations
To truly optimize your Xero experience, you will want to become a master at using bank feeds. In our first installment we took a quick spin around the block. In our second installment we took a quick peek under the hood and considered some basic bank feed maintenance....
Your Guide to Xero Tips: Bank Feeds 103 – Increase Efficiency with Bank Rules and Cash Coding
To truly optimize your Xero experience, you’ll want to learn to use bank feeds well. In our first installment we took a quick spin around the block. In our second installment we took a peek under the hood of the Reconcile tab and considered some basic bank feed...
Your Guide to Xero Tips: Bank Feeds 102 – Understanding the Reconcile Tab
Running Xero without bank feeds is like driving a race car on city streets. If you really want to optimize your Xero experience, you need to understand bank feeds. In our first installment we took a quick spin around the block. In this edition of Xero Tips we’re going...
A Business Owner’s Basic Guide to Payroll: Summer Employment Edition
Summertime is a golden opportunity to hire student workers for special projects, and maybe even find a great long-term employee in the process. What factors should small business owners keep in mind when hiring temporary workers and minors?
A Business Owner’s Basic Guide to TCJA – How the Qualified Business Income Deduction benefits small businesses owners
Most of us have heard the famous refrain about the two unescapable eventualities: death and taxes. Although we would prefer to avoid considering either subject, the ears of most business owners do perk up when hearing the phrase “tax deduction”. So when the Qualified...
Your Guide to Xero Tips: Bank Feeds 101 – Just The Basics
The beauty of Xero is the bank feed concept. Running Xero without bank feeds is like driving a race car on city streets. Without bank feeds your Xero file will never be able to reach its full potential. So what exactly is a bank feed? It’s a live connection to your...
Your Guide to Xero Tips: Three Keys to Effectively Using your Xero Company File
Xero makes it easy to keep your business books accurate and up to date. With a streamlined organizational menu, added mobile features, and enhanced customer support pages, navigating Xero just keeps getting better. But new features only help us if we know how to use them.
A Business Owner’s Basic Guide to Payroll: Employment Myths and Misconceptions
Payroll comes with its own set of requirements and deadlines that should not be taken lightly. Protect yourself and your business by following employment rules carefully.
Your Guide to Xero Tips: Eight Ways to Make Invoicing a Breeze
Invoicing the client is an important final step in creating a positive customer experience.
Your Guide to Xero Tips: Five Basic Shortcuts You Will Want to Try
Here at Level and True Accounting Services LLC, we love when our clients are actively involved with their books. So when we find a new shortcut or trick in Xero, we want our business owners to know about it. That’s why we’ve created a series of articles showcasing...
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