You might say that Laura Blackburn was born to be a bookkeeper. Before she could even read or write, she was poring over the columns in the big, green ledgers her mother—a bookkeeper—was always working with. But after earning a degree in economics, her career took a left turn. “I knew I was meant for […] The post How Laura Leveled Up Advisory Services...

In the age of rampant phishing, ransomware, and identity theft schemes, one thing is clear: You cannot put a price on safety. But sometimes, it’s hard to make it your top priority. You shouldn’t have to balance your daily business tasks against your data safety. And now, you don’t. FreshBooks has just announced a new […] The post Two-Factor Authentication...

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, you want your clients to be curious about their business finances and make use of the valuable insights you are uniquely […] The post 11 Advisory Services...

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 groundwork for regular, transparent connections.  Here are 7 steps to consider as you create a communications strategy for your valued clients. 1. Define Expectations...

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 drudgery. One way to make that happen is to advise your clients to explore apps that can integrate with their FreshBooks accounts. These […] The post...

FreshBooks releases new features and updates every month – designed to make accounting even easier for your business. And this post is the best place to check in on all the latest changes. January 2024 FreshBooks Payroll powered by Gusto Businesses in the US can sign up for FreshBooks Payroll and payroll for employees, file payroll taxes, […] The...