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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...

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10 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...

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How 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...

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The 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...

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How 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,...

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Difficult 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...

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How 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...

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How 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...

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7 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...

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5 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,...

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How 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...

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How 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...

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Accounting 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,...

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These 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...

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Everything 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...

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The 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,...

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Top 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...

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Accountants’ 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...

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Accountants: 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...

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Your 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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