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:
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.
Sal has been very helpful in explaining QuickBooks to me. I did the quickbooks training with her and also requested for her to oversee me working on my books so I could be sure everything was good. I feel much more confident after having worked together.
- Mano Mano
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