How Melanie’s Accounting Firm Builds Better Client Relationships with FreshBooks
About a decade ago, Melanie Schroeder was working as a financial coach for small business owners and she noticed a pattern. She would develop action plans for her clients so they had a clear blueprint...
View Article10 Essential Accounting & Bookkeeping Tools to Set Your Clients up for Success
When you introduce clients to time-saving tools and applications that make their workload more manageable, it’s a win-win. They appreciate vetted recommendations from a trusted adviser, and you...
View ArticleHow to Build Advisory Services Into Your Accounting Firm
I love the energy before a footrace. Everyone is milling around, stretching, jogging, and getting ready to go, before they’ve even crossed the starting line. Then everyone toes the line, the countdown...
View ArticleThe Fastest-Growing Niche Markets for Accountants
Many accounting firms offer services to a wide range of businesses and individuals. It makes sense. After all, every business and business owner needs accounting and tax work. The problem is, different...
View ArticleHow to Do Accountant Networking the Right Way
Professional networking is vital to the growth of any career, and accounting is no exception. Yet, many accountants and bookkeepers inwardly groan at the idea of attending networking events,...
View ArticleDifficult Accounting Clients: How to Handle Them…and When to Let Them Go
When you’re getting your accounting or bookkeeping business up and running it’s tempting to take on any client with a pulse and a credit card. But that strategy can backfire if you wind up dealing with...
View ArticleHow to Be a Mentor and Boost Your Own Accounting Career, Too
If you’ve achieved any degree of success in your own accounting career, you likely didn’t do it entirely alone. Especially for those of us who have started our own firms, founded organizations, or led...
View ArticleHow Megan, EA, Uses FreshBooks to Reach Clients Intimidated by Accounting
It was never Megan Justice’s plan to become an accountant. The skilled horseback rider was considering pursuing a riding career with the Lipizzaner Stallions in Las Vegas or becoming a working student...
View Article7 Stress Management Strategies for Accountants
For accounting professionals, balancing a heavy workload, client expectations, and having a personal life can be a challenge. The “standard” 40-hour workweek is rarely standard during the busy season...
View Article5 Ways to Build Mental Health and Well-Being into Your Accounting Practice
Is mental health an afterthought in your CPA firm? In a busy line of work like accounting, it’s easy to ignore mental health…until it isn’t. Poor mental health can be devastating to workplace morale,...
View ArticleHow to Align Your Soul, Self, and Wealth to Find Your “You Normal” [webinar]
Does your to-do list seem to grow longer every day? Are stress, overwhelm, and exhaustion your norm? Most important: Have you lost a sense of joy or what matters to you in your work and life? In this...
View ArticleHow FreshBooks’ Accounting Partner Program Helps CMA Lindsay Support Clients
Seven years ago, Lindsay Darby was at the grocery store buying last-minute supplies for New Year’s Eve when her phone rang. It was her friend, Danielle Hayden, who she’d met years earlier as an...
View ArticleAccounting Professionals: What You Need to Know About FreshBooks Now
👋 Looking for the webinar Q&A? Click here. How well do you really know FreshBooks? You might know that many small business owners love it for its easy and intuitive invoicing, expenses, estimates,...
View ArticleThese Are a Few of Our Favorite Things—from the Accounting Partner Program
We’ve got nothing against coffee mugs. (We’ve even included one here.) But cursory slogans like “Keep Calm and Carry On” don’t quite convey the sentiment right now. Not after persevering through a year...
View ArticleEverything You Need to Supercharge Your Firm’s Accounting Workflow
Your practice has a workflow, which is how you get work done. It’s the sequence of steps you follow to turn a pile of receipts, invoices, and bank statements into financial statements or turn financial...
View ArticleThe Intentional Firm: 4 Ways to Grow an Accounting Practice You Love
It’s not easy to make time for strategic planning when you’re neck-deep in your everyday work. But, if you run your practice without stopping to think about how your daily actions serve your end goals,...
View ArticleTop 10 New Product Updates in FreshBooks for Accountants and Bookkeepers
In the event that you haven’t been diligently following every FreshBooks product release and update over the past year, no worries. Here’s a handy roundup of what’s new, like easy-as-pie OCR receipt...
View ArticleAccountants’ Top 3 FreshBooks Year-End Bank Reconciliation Questions, Answered
Tax season prep for your clients starts with getting all their ducks in a row. That means compiling bank transactions for the calendar year in their accounting software. To get that information into...
View ArticleAccountants: How Tallyfor Integrates with FreshBooks for Easier U.S. Tax Returns
One of the most potentially time-consuming aspects of preparing a client’s tax return is the book-to-tax reconciliation. If you’ve been preparing these workpapers manually in a spreadsheet, entering...
View ArticleYour 5-Step Checklist to Closing the Books for 2021 in FreshBooks
If you want to avoid stress at tax time, it all comes down to one thing: preparation. Even before you or your client (whoever is doing the hands-on bookkeeping) can get started on tax prep documents,...
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