Tool Recommendation: Xero – is it right for you?

By | Accounting 101, Bookkeeping 101, Recordkeeping 101 | No Comments

In today’s Vlog Connie gives you a quick look into Xero. We review the things we look at with our clients when deciding what tool is right for them and some of the reasons we like Xero. Video Summary When we talk to clients about choosing an accounting tool there are a few items we want them to consider: The look and feel of the tool – People have an immediate like or dislike when they access their tool; not despising it the minute you access it is important to your success in using the tool. Also, it’s important to…

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CEO to CEO: Locking Down Team Data and Security 1.0 (Sharing Sensitive Data can be Daunting!)

By | Business 101, CEO Mindset, Team Building

This is one of those behind the scenes topics that I hesitated to share, but I could also see the benefits of sharing my thought process and results since I know so many other CEO’s and entrepreneurs keep hitting the same walls when it comes to security and data sharing. We all know that trust is the number one factor when we talk with our clients, so naturally the security of our client’s data is our number one concern. For the second time while expanding our team recently, we needed to reevaluate how they work with our client’s financial data,…

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Securing Your Bookkeeping System: Removing the Roadblocks to Hiring or Outsourcing Your Accounting

By | Bookkeeping 101, Business 101, CEO Mindset, Outsourcing, Team Building

Your Team + Security = An Entrepreneurs Peace of Mind Old thought paradigms and roadblocks in “sharing” data often stop entrepreneurs and small business owners in adding team members, especially team members that have access to sensitive information, like their accounting. Securing your bookkeeping might seem out of reach, and some of these roadblocks also involve limitations of the software.  What keeps business owners stuck, though, is the mind shifts required which include trust issues, releasing control, and a whole lot of security issues.  These mind shift changes are not an easy fix and we suggest addressing one at a…

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