Stephanie Peterson

MAY 21, 2025

Superior Virtual Bookkeeping LLC Serving Murrieta, Temecula, Menifee, Wildomar & Surrounding AreasRunning a small business in Murrieta, CAor nearby cities like Temecula, Menifee, or Wildomarmeans wearing many hats. Superior Virtual Bookkeeping LLC, I sp Youre juggling operations, sales, customer serviceand of course, your books.

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Virtual Bookkeeping Bookkeeping Reconciling Accounting 59

Xero

JANUARY 24, 2023

Once your direct feed is connected, statement lines appear in Xero automatically, ready for you to reconcile. It’s a good option if you don’t reconcile bank transactions very often. You might also prefer manual uploads if you’re an accountant or bookkeeper performing year-end write up work for a client.

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Remote Quality Bookkeeping

APRIL 14, 2025

In the content below, we seek to provide a helpful small business bookkeeping guide for startups looking to pave the way to long-term success. Bookkeeping is Critical for Business Success Whether youre launching a new business or managing day-to-day operations, bookkeeping plays a vital role in your long-term success.

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Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. The heat, the food, the music, the energy. Speeding up workflows with automation.

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Xero

JUNE 1, 2022

We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them. Matthew May – Founder, VP Sales and Marketing, Acuity CFO Online Bookkeeping Accounting and Business Tax. Michael Ly – CEO, Reconciled.

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Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Reconcile, and reconcile again . Instead, Natalie Furlong of Quick Smart Bookkeeping recommends getting into the habit of doing monthly reconciliations. Thankfully, there’s a way to make sense of it all.

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Xero

JANUARY 12, 2023

At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. This, however, is a myth that needs busting. .

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Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS).

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Accounting Tools

JULY 8, 2023

Related Courses Accountants’ Guidebook Bookkeeper Education Bundle Bookkeeping Guidebook When you reconcile an account, you are proving that the transactions that sum to the ending account balance for the account are correct. There are two ways to reconcile an account, which are noted below.

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Xero

AUGUST 17, 2022

However, the job of managing invoicing can be a hassle, requiring you to juggle many tasks — tracking the status of sent invoices, chasing late payments, reconciling payments, and providing a great customer experience. . Invoices are critical to a business — they deliver the important message to customers and clients that payment is due.

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Xero

NOVEMBER 19, 2024

Bank feeds have transformed how small businesses manage their bookkeeping. Today, with cloud accounting, you can securely and automatically import bank transaction data and easily reconcile it, so you have a single, up-to-date view of your transactions and cash flow. Bank feeds reduce manual admin and automate data entry.

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Accounting Tools

JUNE 16, 2023

Related Courses Accountants’ Guidebook Bookkeeper Education Bundle Bookkeeping Guidebook The general ledger is the master set of accounts that aggregates all transactions recorded for a business. If the account has not been reconciled for some time, it is possible that the error lies several periods in the past.

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General Ledger Reconciling Bookkeeping Financial Statements 75

Xero

AUGUST 7, 2024

And this year, we’re proud to have filled our exhibitor floor with some of the best and most loved apps for accountants, bookkeepers and small business owners alike. Dext Dext provides bookkeeping automation tools that help small businesses and their advisors collect, organize and record financial transactions.

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Accounting Tools

JULY 29, 2023

Related Courses Bookkeeping Guidebook Corporate Cash Management How to Audit Cash Reconciling a bank statement involves comparing the bank's records of checking account activity with your own records of activity for the same account. To reconcile a bank statement, follow the steps noted below.

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Xero

DECEMBER 1, 2022

It syncs hourly, and if your Xero subscription is an Ultimate or Premium plan, you can create bank feeds for each currency you operate in, so multi-currency transactions are automatically reconciled in your chart of accounts. .

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Xero

JULY 28, 2022

We were excited to reconnect with more than 2,000 accounting and bookkeeping partners and share the latest product developments across Xero. With MTD in the UK increasing the demands on accountants and bookkeepers, it’s imperative to work from quality records. New ways to support businesses selling online.

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XERO Bookkeeping Reconciling Collections 264

Accounting Tools

JUNE 12, 2023

Related Courses Bookkeeping Guidebook How to Audit Receivables New Controller Guidebook The reconciliation of accounts receivable is the process of matching the detailed amounts of unpaid customer billings to the accounts receivable total stated in the general ledger.

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Accounts Receivable Accounts Receivable Account Receivables Reconciling 75

Less Accounting

MAY 9, 2023

Before you know it, it’s been months or even (yikes) years, since your bookkeeping has been properly updated. Getting ready to do bookkeeping cleanup sounds intimidating, but can be done effectively by systematically working through these steps to gather the information you need. A good recommendation is to have no more than 10-15.

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Xero

OCTOBER 24, 2023

It’s also important to check that your Xero transactions, accounts and inventory levels are fully updated and reconciled prior to the sale. Check with your accountant or bookkeeper first, but it may be helpful to consider creating a separate income account to track Cyber Monday sales distinctly.

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LedgerDocs

APRIL 4, 2023

Since bookkeeping is critical to running a successful business, the process must continually improve over time as the business grows. By evolving your bookkeeping process, you can be more confident that your financial records are accurate and up-to-date. You will be able to reconcile accounts faster and more accurately.

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Reconciled Solutions

JUNE 26, 2023

The post Seeking a Full Time Remote Bookkeeper appeared first on Reconciled Solutions. Help our clients grow, improve profits, get visibility and clarity to their finances, and improve their efficiency. This position is.

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Xero

APRIL 16, 2023

Keeping on top of cash flow anywhere, anytime Growing up in an entrepreneurial household, Johnno has always understood the value an accountant and bookkeeper can bring to a small business. It was through a business networking group that he found Olivia Story of Gecko Bookkeeping. credit cards, Apple Pay).

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Xero

DECEMBER 7, 2022

Bookkeeping and Gabrielle Crooke of Invert You to discuss their experiences and the benefits they’ve seen for small businesses. . Caryn: In all my years as a bookkeeper, I don’t think I’ve ever had a month where every single invoice is just there. What convinced you to look into eInvoicing for your practice and clients?

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Xero

JUNE 18, 2023

Here are our latest updates and what they mean for accountants and bookkeepers in Australia and New Zealand. That’s why we’re building a tool to help you reconcile your existing data into one single client record. This is a little more complex, because you already have two sets of client records that may not align.

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Xero

AUGUST 21, 2023

This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. To make the switch, just click the link at the bottom of any classic invoice page and your invoices will be created using new invoicing.

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XERO Invoicing Reconciling Bookkeeping 246

Xero

APRIL 4, 2023

This has included their accounting systems and the interconnected apps that manage their ecommerce, logistics and inventory challenges – such as reconciling sales across multiple vendors. They chose Xero and ecommerce specialist Synder to do the job.

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Xero

MAY 24, 2023

For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. This means you can reconcile multiple records faster while minimising errors in manual data entry.

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Reconciled Solutions

FEBRUARY 2, 2024

The post Seeking a Part-Time Admin/Bookkeeper appeared first on Reconciled Solutions. Typical hours are between 9:00 – 2:30. These hours are perfect for a stay-at-home parent whose children are in school during those hours!

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Xero

FEBRUARY 15, 2023

Step two: Review and reconcile Go to payroll settings to review all the information that impacts your payroll reporting. We know that reconciling your posted pay runs is a regular task for you, but it’s always a great idea to run your eyes down reports like pay history and leave transaction reports to make sure there are no surprises.

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Xero

NOVEMBER 2, 2022

You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. . You may like to learn about core bookkeeping jobs, from data entry to bank reconciliation, reporting and tax preparation.

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XERO Bank Reconciliation Data Entry Reconciling 264

LedgerDocs

OCTOBER 30, 2023

Bookkeeping is not for the faint of heart. In this blog post, we will explore four common bookkeeping mistakes and, more importantly, how LedgerDocs can be your savior, helping you to avoid or fix these pitfalls. This function allows you to notify your bookkeeper directly, ensuring swift and accurate clarification.

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Xero

SEPTEMBER 7, 2022

None more so than you all — our valued accounting and bookkeeping partners — who have helped your clients navigate a digital acceleration and shift their business models to survive (and thrive). . Any way you slice it, the past two years have tested us all. Helping your clients avoid the cash flow crunch.

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Accounting Tools

MAY 21, 2023

Related Courses Bookkeeper Education Bundle Bookkeeping Guidebook What is a Full Charge Bookkeeper? A full-charge bookkeeper is the same as a bookkeeper , except that the "full charge" part of the title designates the person as being solely responsible for accounting.

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Xero

APRIL 16, 2025

Yet we know small businesses, accountants and bookkeepers face friction when it comes to paying bills, in fact over half of small businesses are spending more than four hours each month managing accounts payable. When it comes to maintaining a healthy cash flow, it’s just as important as getting paid.

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LedgerDocs

OCTOBER 30, 2023

Bookkeeping is not for the faint of heart. In this blog post, we will explore four common bookkeeping mistakes and, more importantly, how LedgerDocs can be your savior, helping you to avoid or fix these pitfalls. This function allows you to notify your bookkeeper directly, ensuring swift and accurate clarification.

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Bookkeeping Data Entry Reconciling Financial Records 98

Xero

SEPTEMBER 1, 2022

Simplify your accounting and bookkeeping by syncing your Xero account to Airwallex: Seamlessly sync international and domestic transactions to Xero with Xero Bank Feeds. Reconcile Borderless Card expenses with Xero Expense Data. Collect payments faster with Xero Invoice Payments.

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Xero

DECEMBER 17, 2023

Customise your Xero experience Invoice emails: Our new text editor tool enhances the emails you send with your invoices, with bold, italics and underlining options (exclusive to new invoicing) Add or edit contacts: We’ve changed the add/edit page in contacts to be a single form with tabs that act as quick links, to help you manage your contacts more (..)

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