How can we help

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

Get the most out of your FreshBooks software

Our FreshBooks training is designed to help you get started on the right foot with the accounting software. We help you set up and organize your accounts, automate recurring transactions, simplify the invoicing process, link apps and banking information, and more. When FreshBooks is set up properly for your business and you have the support you need, transactions are made with fewer errors and bookkeeping becomes more efficient. This saves you time in your daily operations and makes tax season run smoother so you can focus on growing your business.

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FreshBooks Training

Get The Support You Need With FreshBooks

Whether you’re brand new to FreshBooks and you need plenty of training or you’re experienced with the software and you’re looking for ways to save time on your bookkeeping tasks, we can help. Let’s start the conversation on the challenges and constraints that you’re currently facing and discuss your options.

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How It Works

Our goal is for you to become comfortable working with FreshBooks and be confident that your bookkeeping system is set up in a way that is organized, clear, and reliable. We walk you through the process, explaining the steps in detail, and watch as you complete the tasks on your own so you can become familiar with the process.

Step 1: We learn about your business

Learning about your daily, weekly, and monthly transactions helps us understand your workflow and create a plan to simplify your processes.

Step 2: Accounts setup

We review, clean up, and create your chart of accounts, including payroll, receivables, payables, inventory, and more.

Step 3: Training

As we guide you through the step-by-step process, we answer your questions and provide valuable education on good accounting practices.

Step 4: Support

We offer monthly or quarterly support to make sure your books are managed and maintained throughout the year. We identify ways to simplify your workflow and provide you with solutions as your business grows.

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Our Client’s Experience with us

I am a mom with what I call a passion business that is currently really small. Due to this, I am very intimidated with anything that has to do with accounting and really hesitant to reach out to accountants or experts in this field. I reached out to Sal as she offers the DIY accounting which appeals to me knowing that I will still be the one to do the work and not just hand it over to her. Sal is very easy to talk to and she really made me feel comfortable to explain my situation and what I need. She helped me understand the why’s and the where’s in QB. She will not push you to do something that is not right for your needs and it didn’t matter to her how small my business is! I will definitely recommend her to anyone who needs assistance in accounting or bookkeeping. Thank you Sal!

- Jan Mathew

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