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.
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
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:
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.
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.
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.
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.
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
Accounting By Sal Reviews
