XYBC_HERO-IMG

Bean Blog

How to Upload Transactions into QuickBooks Online with a CSV File

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 Now

Accounting 101: The Basics you Should Know

5 MIN READ Take a step back and remember your younger self in high school or even college. Get out your notes because this is your first day of accounting class! But don’t...
Read Now

3 Tips to Make Tax Preparation a Breeze with Your CPA

4 MIN READ Tax season is here, and advisors are starting to take a more detailed look at their books in preparation for filing and sending financial statements to their tax...
Read Now

How to Use QuickBooks Automations to Save Time as an Advisor

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 Now

New Features to Help You Get the Most out of QuickBooks Online

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 Now

Your Guide to Post-Pandemic Business Expensing

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 Now

Your Guide to Outsourcing Bookkeeping and Accounting as an Advisor

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 Now

Lessons Learned: Splurges That Are Worth It (and Some That Aren’t)

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 Now

Be Your Own Hero: The Benefits of Understanding Basic Accounting

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 Now

Are Your Books Ready for Tax Prep?

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 Now

Subscribe to Email Updates


Popular Posts