Beyond Balanced Books Inc

Bookkeeper · 16600 Monterey Street, #1589, Morgan Hill, California

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About us

We believe that great bookkeeping is about more than just your numbers. We love working with growing businesses and helping you to understand the story behind your numbers. We will be with you every step of the way, making your life easier by helping you understand where your business has been and where it is heading.

As two time Xero award winners, the BBB Team combines our love of technology with a personal touch. We love working with small to medium-sized businesses that specialize in Tech, Construction & Trades, and Professional Services. As a Xero Silver Partner, our team of cloud-integration experts can help you get started with Xero, clean up your Xero file, and provide ongoing services. Contact us today to get started with a free consultation!

Meet the team

Beyond Balanced Books Inc advisors: 4 - Xero certifications: 2

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

Cindy Hovig

Founder and Owner

Xero Migration

Has training and expertise in switching clients to Xero.
2 years Xerocon attendance

Cindy is happiest when she is elbow-deep solving complex problems for her clients and truly thrives when working with clients to transform their businesses.

Jessica Berkley

Staff Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

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

As our Onboarding Specialist and Accounting Technologist, Jessica helps clients blend good processes with automation. The result is small businesses that continue to achieve stability and growth!

Beyond Balanced Books Inc: Bank experience

Clients of Beyond Balanced Books Inc connect to a range of banks via Xero. Beyond Balanced Books Inc 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

Bank of America (US)
Chase Bank (US)
PayPal
Wells Fargo (US)

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Beyond Balanced Books Inc: Industry experience

Beyond Balanced Books Inc 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.

Industry Specialist

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Industries Served

Construction and trades
Professional services

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Beyond Balanced Books Inc : App experience

Beyond Balanced Books Inc serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Beyond Balanced Books Inc has an office in 1 location

Morgan Hill: 16600 Monterey Street, #1589, Morgan Hill, 95037, California; +1 4087781843

New to Xero? Beyond Balanced Books Inc can help

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

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

4 Years 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 2011

Awards

Partnership Impact 2018 US,
Bookkeeping Partner of the Year 2016 US

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.

Beyond Balanced Books Inc

Xero Migration

Silver champion partner

Partner since 2011

Xero advisor certified