AI in Accounting: How to Use Generative AI in Your Accounting Practice
The launch of ChatGPT in late 2022 marked a significant step for artificial intelligence (AI) and its ability to do certain types of work—or even replace it. Since then, businesses of all types have...
View ArticleIs FreshBooks Right for My Clients? 6 Questions to Ask
For the right business owner, FreshBooks is transformative, helping them understand their business better and elevating you to a trusted partner with your client. The FreshBooks platform has 2 primary...
View ArticleBuild an Amazing Client Experience: 6 Great Accounting Customer Service Tips
The quality of your overall client experience helps your firm stand out from the competition, deepens your client bonds, and builds loyalty. “I’m convinced client experience is the primary and possibly...
View ArticleCollaborative Accounting™ Is a Better Way to Work for Accountants and Clients
The problem: You want to serve your clients well and offer them higher-value accounting advisory services, but you and your team don’t have time or capacity. But what if you could take back some of...
View ArticleEmpowering Your Clients Is the Key to Meaningful Advisory Relationships
Are you anxious about having clients work with you on the books directly within your accounting platform? I get it. This can be scary, especially if you’ve had clients make a mess of their books in the...
View ArticleYear in Review: Best New FreshBooks Features and Updates for Accountants in 2023
What a busy year it has been for the FreshBooks Accounting Partner Program! From start to finish in 2023, we’ve dedicated ourselves to building out the software platform with innovative features and...
View ArticleAccountants: Best Practices for Client Onboarding to FreshBooks
Client onboarding is a big deal. Once you’ve landed a client who’s an excellent fit for your firm, onboarding is their first impression of how it will be to work with you and the first step in...
View Article12 Best FreshBooks Apps for Accountants
As you evolve your accounting business, you may be looking to spend more time on valuable tasks like advisory services that enhance client experience and less on manual entry and other administrative...
View ArticleStress-Free Client Communications Best Practices, for Accountants
Like any relationship, the one between accounting professional and client requires mutual respect, honesty, and open communication. Establishing that strong partnership begins with laying the...
View Article11 Advisory Services You Should Be Charging For—and Why
When you’re an accounting professional with a can-do customer service ethos, it’s hard to cut off a client when they call with a “quick question”. (Spoiler: It’s never a quick question.) The truth is,...
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