Beyond the Books

Accountant

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"silver-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/silver-champion","tagID":"xero:advisor-directory/cards/partner-status/silver-champion","title":"Silver champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-silver.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2018","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2018","tagID":"xero:advisor-directory/cards/partner-since/2018","title":"Partner since 2018","description":"The advisor has been a Xero partner since 2018","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"6697b1f3-5edb-4f4c-9e29-ae5bd57d771c"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Are you frustrated, overwhelmed or confused with recording the financial events of your small business?

At Beyond the Books, we understand that the accounting and bookkeeping can seem very cumbersome. We provide small business owners the relief from recording financial transactions as well as provide monthly reporting. By teaching you what the numbers mean, we can help you feel less frustrated and more in tune with how your business is actually performing and how your financials compare to your business goals. Our motivation is to help business owners understand their financial data, so they can focus on their passion and not how to make the debits and credits balance. We strive to help educate and support visionaries, so they can actually focus on their vision.

Meet the team

Beyond the Books advisors: 3 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Catherine Lane

Founder and Accountant at Beyond the Books

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

Are you overwhelmed by the accounting in your small business? Let me help fulfill your bookkeeping and accounting needs so you can get back to focusing on what you are passionate about.

Beyond the Books: Bank experience

Clients of Beyond the Books connect to a range of banks via Xero. Beyond the Books specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
Frost Bank
Mercury
PayPal
St. Mary's Bank
Wells Fargo (US)

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"american-express-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/american-express-(us)","tagID":"xero:advisor-directory/cards/bank-connections/american-express-(us)","title":"American Express (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"bank-of-america-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/bank-of-america-(us)","tagID":"xero:advisor-directory/cards/bank-connections/bank-of-america-(us)","title":"Bank of America (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"capital-one-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/capital-one-(us)","tagID":"xero:advisor-directory/cards/bank-connections/capital-one-(us)","title":"Capital One (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"chase-bank-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/chase-bank-(us)","tagID":"xero:advisor-directory/cards/bank-connections/chase-bank-(us)","title":"Chase Bank (US)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"frost-bank","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/frost-bank","tagID":"xero:advisor-directory/cards/bank-connections/frost-bank","title":"Frost Bank","description":"","tagImage":"","parentTag":{"title":""}},{"name":"mercury","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/mercury","tagID":"xero:advisor-directory/cards/bank-connections/mercury","title":"Mercury","description":"","tagImage":"","parentTag":{"title":""}},{"name":"paypal","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/paypal","tagID":"xero:advisor-directory/cards/bank-connections/paypal","title":"PayPal","description":"","tagImage":"","parentTag":{"title":""}},{"name":"st.-mary's-bank","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/st.-mary's-bank","tagID":"xero:advisor-directory/cards/bank-connections/st.-mary's-bank","title":"St. Mary's Bank","description":"","tagImage":"","parentTag":{"title":""}},{"name":"wells-fargo-(us)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/wells-fargo-(us)","tagID":"xero:advisor-directory/cards/bank-connections/wells-fargo-(us)","title":"Wells Fargo (US)","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Beyond the Books: Industry experience

Beyond the Books works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Professional services
Manufacturing
Marketing, advertising and consulting
Construction and trades
Repairs and personal services
Healthcare and social services

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"manufacturing","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/manufacturing","tagID":"xero:advisor-directory/cards/industry-experiences/manufacturing","title":"Manufacturing","description":"","tagImage":"","parentTag":{"title":""}},{"name":"marketing-advertising-and-consulting","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","tagID":"xero:advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","title":"Marketing, advertising and consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"construction-and-trades","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/construction-and-trades","tagID":"xero:advisor-directory/cards/industry-experiences/construction-and-trades","title":"Construction and trades","description":"","tagImage":"","parentTag":{"title":""}},{"name":"repairs-and-personal-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/repairs-and-personal-services","tagID":"xero:advisor-directory/cards/industry-experiences/repairs-and-personal-services","title":"Repairs and personal services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Beyond the Books : App experience

Beyond the Books serves clients who use 5 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Beyond the Books can help

Xero is beautiful online accounting software for smaller businesses. Beyond the Books can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2018

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.