1-on-1 FreshBooks Training

Includes a review of basic accounting principlesLearn the ins and outs of FreshBooks with a review of basic accounting principles with Sal Rezai, a FreshBooks Certified Partner, FreshBooks Partner Council Member, Cloud Accounting Specialist, and Certified Professional Bookkeeper.

FreshBooks is a cloud-based accounting software popular with small businesses, freelancers, and self-employed professionals because of its easy-to-use interface. FreshBooks offers many robust features while simplifying daily transactions such as invoicing, tracking payments, managing expenses, and much more.

FreshBooks Training Canada
FreshBooks Training USA

What to Expect

Learn how to navigate FreshBooks confidently

Get your questions answered by a FreshBooks Partner

Learn DIY FreshBooks Bookkeeping for your business

Take live training with an experienced instructor

Understand accounting principles to elevate your finances

Get valuable tips and tricks to work efficiently

Be forward-thinking with cloud-based accounting.

Setup and organize accounts tailored to your business needs

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Who benefits from FreshBooks training?

  • Business owners, self-employed professionals, contractors, entrepreneurs, and other FreshBooks users.
  • Bookkeepers and accountants looking to be more efficient in FreshBooks and gain practical experience.
  • NEW Bookkeepers starting their own bookkeeping firm and wanting to learn FreshBooks to build their client base and grow their business.
  • Office administrators and managers who do the company’s daily bookkeeping.

When does training start?

We offer virtual FreshBooks training sessions using Zoom to connect. When you register, you’ll have access to our calendar where you can choose a time to start your 1-on-1 training.

Book a 30 min consultation

Here’s what you get with our 1-on-1 live training:

  • Set up your FreshBooks account
  • Navigate the platform with an overview of different features
  • Pull up and customize financial reports
  • Create and send invoices efficiently
  • Track expenses and revenue
  • Set up payroll and pay employees
  • Automate repetitive tasks to save time
  • Customize FreshBooks to fit your needs
  • Handle complex transactions with clarity
  • Track money coming in and money going out
  • Efficiently complete daily transactions
  • Use FreshBooks shortcuts and features
  • Use accounting concepts in your business
  • Troubleshoot common problems
  • Reconcile your accounts
  • Cloud-accounting and backing up your data

Schedule a callRegister now

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Excellent service and outstanding customer care. She is knowledgeable, and super efficient. After having a very bad experience with my previous accountant, I cannot recommend Sal enough. Thanks Sal!

- Andrea Rodriguez

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