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Stronger Client Relationships With Collaborative Accounting

Whether your clients want to manage their books, get their taxes done, or receive some strategic business advice, FreshBooks has essential tools, reports, and app integrations that both business owners and accountants will love.

> Learn more about FreshBooks

> Apply to the FreshBooks Accounting Professionals Program

Want more information? Book a demo? accountants@freshbooks.com

Work Better Together: Accountants and Clients

With FreshBooks, accountants get access to the tools, reports, and information needed to properly advise and work with clients. This includes:

  • Access to accounting reports like General Ledger, Balance Sheet, and Profit and Loss
  • Adding Journal Entries
  • Managing Chart of Accounts
  • Reviewing and managing Invoices, Expenses, Payments, Other Income, and Bank Reconciliation

And, when it comes to tax time it’s easy to fill out and file forms. You’ll also have access to the information needed to maximize deductions and get insights into business performance.
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The FreshBooks Accounting Professionals Program

This program is designed to support collaborative accounting with a focus on high-value services while having the peace of mind that business owners are accurately recording their invoices and expenses.

An easy way to help your clients:

  • Stay compliant, organised, and on top of their books
  • Gain strategic advice to help them successfully manage and grow their business
  • Prepare for year end and reduce the stress of tax time

What’s in it for accountants?

  • Partners receive free FreshBooks training, dedicated account managers and human-centric support
  • Connect with potential clients (fit based on your market, industry or niche area served, and unique expertise)
  • Earn commissions from your trusted FreshBooks recommendation to clients

Is this program for you?

Any accountant or firm can benefit from the FreshBooks Accounting Professionals Program. It’s ideally designed for tech-savvy firms that offer basic bookkeeping, compliance and strategy services such as advisory, reporting, analytics, or business strategy coaching.

Some of our current program partners

BreakAway Advising
Summit CPA Group
Countless
Lance CPA Group
Abacus Hive
Bianchi Financial Services Group
Stonehenge Accounting
CV Ledger

Apply to the FreshBooks Accounting Professionals Program

Automated invoicing

Automated invoicing, payments, and invoice follow-up makes it easy for business owners to stay up-to-date and ready for tax time. Smart invoicing just makes everything that follows easier.
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Easy Invoicing

Expenses: Logged & organised

Wave goodbye to lengthy spreadsheets and receipt-filled shoeboxes. FreshBooks lets business owners log and categorise expenses in a snap. Tax time is just easier when your client’s receipts are organised and in one place.
Try it Free for 30 Days
Organize Expenses Effortlessly

Team time tracking

Every billable minute is revenue, which makes tracking time an important part of a healthy business. Add tracked time to invoices and generate employee, project and client time reports for a clear picture of team activity.
Try it Free for 30 Days
Insightful Time Tracking

Seamless project collaboration

Shared files, conversations, and document history make it easy to keep everyone on the same page for any project. Fewer mistakes mean easier and bigger wins for your project teams.
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Seamlessly Collaborate on Projects

More payment options

Automating credit card payments means getting paid faster, improving cash flow, and increasing liquidity in order to invest or reinvest. All that remains now is finding growth opportunities.
Try it Free for 30 Days
Get Paid Faster

Easy-To-Use Double-Entry Accounting

Double-entry accounting is the best way to ensure your client’s books are accurate, while features like a customisable chart of accounts and journal entries make organisation a breeze.
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Accounting

Insightful Accounting Reports

FreshBooks reports are easy to understand and packed with the information accountants need to help their clients better understand their business and make smart decisions.
Try it Free for 30 Days
Easy To Understand Reports

Connect With Industry-Leading Apps to Level up Your Accounting

FreshBooks seamlessly integrates with popular applications, creating a robust tech stack for greater efficiencies and valuable insights.

Accountant and Customer Support

Our award-winning customer support is available to help clients and their accountants by email and phone between 8:00 am and 8:00 pm EST. You’ll speak to a real person, not a robot, and never be transferred to another department.

Need to migrate bulk information? FreshBooks integrates with other major accounting software for easy migration, and our support team is ready to help from beginning to end.