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Archives for October 2022

We’re making changes to some fields in our practice tools

October 31, 2022 by cbn Leave a Comment

We’re making changes to some fields in our practice tools

From early November 2022, we’ll be updating some fields in Xero Practice Manager (XPM) and Xero HQ. This is all part of our work to provide you with a more unified client record in the future, so you can enjoy a seamless connection between our practice tools.  What’s changing in XPM and Xero HQ Over […]

Filed Under: Accounting Software

Latest product news — November 2022

October 31, 2022 by cbn Leave a Comment

Latest product news — November 2022

Over the past month, we’ve made updates to support the transition to Single Touch Payroll Phase 2 in Australia, improvements to eInvoicing, changes to multi-factor authentication, and more. Read on for more details about these and other product updates in Xero. New features Enjoy more beautiful reports — Global We’ve made a number of enhancements […]

Filed Under: Accounting Software

Does the 4% rule still make sense for retirement in the 2020s?

October 31, 2022 by cbn Leave a Comment

Does the 4% rule still make sense for retirement in the 2020s?

Filed Under: Financial Planning

Building A (Modern) Client Service System Model To Deliver Value More Efficiently, Profitably, And Enjoyably

October 31, 2022 by cbn Leave a Comment

Building A (Modern) Client Service System Model To Deliver Value More Efficiently, Profitably, And Enjoyably

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. While this shift has allowed advisors to charge a premium fee for high-quality service, it […]

Filed Under: Accounting Software

Nearly 2,500 register for Festival of Financial Planning

October 31, 2022 by cbn Leave a Comment

Nearly 2,500 register for Festival of Financial Planning

Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]

Filed Under: Financial Planning

Nearly 2,500 register for Festival of Financial Planning

October 31, 2022 by cbn Leave a Comment

Nearly 2,500 register for Festival of Financial Planning

Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]

Filed Under: Financial Planning

How PreviewMe is changing the hiring game for job seekers and businesses

October 31, 2022 by cbn Leave a Comment

How PreviewMe is changing the hiring game for job seekers and businesses

When job hunting, how do you summarise yourself in a single page? Your experience, from school to jobs to hobbies. Your personality, the way you’d fit into a team. Same goes for businesses – how do you neatly compose a job listing that tells a potential hire exactly what makes you so special?  This is […]

Filed Under: Accounting Software

The New 1099-Ks Are Coming: Are You Ready?

October 31, 2022 by cbn Leave a Comment

The New 1099-Ks Are Coming: Are You Ready?

2021 was a huge year for multiple reasons. However, it was incredibly important for entrepreneurs and small businesses, primarily because of the passing of the American Rescue Plan Act. This act aimed to help small businesses survive the competitive commercial environment by providing them with funds, resources, and investment to hire more workers and keep them. […]

Filed Under: Bookkeeping

Info graphic: How Small Businesses Can Ensure Tax Compliance

October 30, 2022 by cbn Leave a Comment

Info graphic: How Small Businesses Can Ensure Tax Compliance

Taxes are complicated, even more so when they are done for a business. You need to make sure that your small business is complying to the tax so that you can get benefits later. Here’s how:   The post Info graphic: How Small Businesses Can Ensure Tax Compliance appeared first on Remote Quality Bookkeeping.

Filed Under: Bookkeeping

Info graphic: Why You Should Outsource Payroll Services

October 29, 2022 by cbn Leave a Comment

Info graphic: Why You Should Outsource Payroll Services

There are several reasons why you should be outsourcing your payroll services, the biggest one being saving time. The post Info graphic: Why You Should Outsource Payroll Services appeared first on Remote Quality Bookkeeping.

Filed Under: Bookkeeping

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