How can we help

We provide business mentorship, coaching, and training to help you take your business to the next level.

Get accurate reporting, save time, and create an efficient workflow

Led by Sal Rezai, a certified FreshBooks Partner and Partner Council Member, this training uses a hands-on and collaborative approach to learning FreshBooks. While pre-recorded videos, books, and other training materials are useful guides, 1-on-1 training is proven to be one of the most effective ways to learn accounting software. Sal takes the time to learn about your business, your goals, where your books currently stand, and she helps you get your accounting system to an organized and efficient process.

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FreshBooks Training

What To Expect

Most business owners, entrepreneurs, freelancers, self-employed professionals, and other FreshBooks users don’t enter their industry with accounting knowledge. Unless you’re a bookkeeper or accounting professional, managing and keeping your books organized can be time-consuming with a steep learning curve. After taking Sal’s FreshBooks training, you’ll have:

  • The confidence to maintain your books
  • Up-to-date and accurate transactions
  • A clearer financial picture
  • Practical skills on using FreshBooks
  • Knowledge on getting the most out of FreshBooks
  • An organized system based on your specific needs
Freshbooks Online Training USA

How It Works

You can choose between a 90-minute and 3-hour live virtual training session for yourself or your team. When you register, you’ll have access to Sal’s calendar where you can book a time for training to start. You’ll learn step by step how to:

Build your chart of accounts

Whether you’re brand new to FreshBooks or have an existing account that needs cleaning up, we help you organize your accounts so that posting transactions is simple.

Organize your payments and receivables

Automate recurring transactions and link your bank to your accounts so no cash going in or going out is missed. Learn how to add customers for detailed transactions, making it easier to track payments and outstanding invoices.

View financial statements

Prepare financial statements correctly for accurate reporting. Know how much cash you have on hand and review your profit and losses to make good business decisions.

Integrate third-party apps

Use the latest technology to create an efficient and convenient workflow and link them to your FreshBooks account, including Shopify, Stripe, FundBox, and much, much more.

The above are just a few examples of what you will learn when you work 1-on-1 with a FreshBooks expert. All of your questions are answered with detailed explanations. All of our training includes an overview of the accounting principles to ensure that your transactions are accurate and reliable.

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Register for Training

Let’s get you started on sorting out your current bookkeeping, establish a solid system, and how to use the software in a way that saves time in your day-to-day operations.

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Our Client’s Experience with us

When I met Sal, my books were a mess and two years worth had to be redone. She’s helped my team and I get my financial reporting on track, set me up with Quickbooks, create automations through Dext, ensures reports are filed in a timely manner and even introduced me to a CFO.

Janice on her team is also outstanding, communicates well and goes above and beyond.

Also, I’ve referred her to several colleagues, all of which have been pleased with her services.

I’d highly recommend Sal to anyone looking for a compassionate accounting professional who has utmost integrity and knows what she’s doing.

- Larisa Makuch

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