An Accounting Partner Program That Makes Client Collaboration Easy

As a FreshBooks Accounting Partner, you’ll have access to customized product training. This education was designed to turn you into an expert on the platform in less than 5 hours (it’s self-paced – so you can finish it on your own time!). Once done, you’re perfectly positioned to be a trusted advisor, who can collaborate with your clients using FreshBooks.

The Accounting Partner Program is best suited to modern accountants and progressive bookkeepers who are interested in the collaborative accounting model and are actively building a cloud-based practice.

This collaborative accounting model makes it easier to manage your workflow and work better with both small business clients and those that are growing.

Absolutely not! FreshBooks Accounting Partners receive product training and certification, dedicated account managers, and human-centric support, as well as a FreshBooks subscription—all free.

This Program is all about helping you build deeper connections with other accountants and existing clients – allowing you to serve them as their business grows.

As a FreshBooks-Certified Accounting Partner, you are added to our Partner Directory where you can be matched up with FreshBooks customers looking for an accounting professional to help with taxes, financial advisory services, day-to-day bookkeeping, or payroll.

Then you can collaborate using FreshBooks accounting software to offer advisory services, and accounting services.

The FreshBooks Accounting Partner Community allows you to enjoy unique challenges, earn rewards, and connect with fellow Accounting Partners and industry peers. It gives you the ability to ask questions about your practice, like: Does FreshBooks work well for a client who is a landscaper? Is there such a thing as free payroll? How do I offer compliance support to new clients? Where do I find industry-specific client referrals?

Yes. Once you become FreshBooks-Certified, you have direct access to an accountant-centric support team, available only to Certified Accounting Partners. The support team members are accounting experts and are uniquely qualified to answer accounting-related and Accounting Partner Program support questions.

First, fill out the form above to apply online. Then, we’ll be in touch directly so you can:

• Complete your FreshBooks Certification
• Access all your benefits, including your discounts and referral bonuses
• Share your goals for the program
• Connect with your dedicated Partner Consultant
• Join the FreshBooks Accounting Partner Community

The main product features are: Estimates & Proposals, Project Management, Time Tracking, Invoicing, Bank Feed (including Bank Reconciliation), and many reports. This allows you to work on expense management, through to bookkeeping services, and more.

FreshBooks accounting software has more than a dozen financial reports, including: Profit and Loss, Balance Sheet, Trial Balance, Accounts Aging, Revenue By Client, Accounts Payable Aging, Cash Flow, and General Ledger reports. Plus, access to a Chart of Accounts.

FreshBooks integrates with over 100 great apps to streamline your business, help you connect with your team and clients, and better control your workflow. This includes payroll apps, Tallyfor and sproutAnalytics – plus a ton of others that help you handle everything from scheduling to managing clients.

Yes! You can be invited to an unlimited number of accounts – where you can manage client data in a safe and secure way. Start using the free Accountant Hub to set up new client accounts so you can manage clients centrally and tailor individual workflows.

Start using the free Accountant Hub to provision client accounts so you can manage clients centrally and tailor individual workflows. Plus, FreshBooks Certified Partners get a 15% discount on new FreshBooks subscriptions. 

Yes! Your clients that are new to FreshBooks will get a 15% discount on a Plus or Premium plan for as long as you work together. Just another reason the answer to: “Why partner with FreshBooks” is “why not?”

Businesses with or without employees, either just starting up or running things full time. FreshBooks is easy to jump right into and get working, and becomes the foundational tool for their business as they grow. Which makes it perfect for your clients that are:

• Small, serviced-based or project-based businesses, with or without employees (e.g. creative and digital agencies, trades and contractors, professional & health services, and IT/software technologies)
• Start-ups, starting to grow, working full time
• Light on inventory and assets