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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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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What our client says

I did Sal’s four week QuickBooks training and it was invaluable! She has true knowledge and expertise in this area making accounting for solo businesses like myself a breeze! I look forward to working with her again.

Dimple Arora – Mindful Evolution

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