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.
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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