Built To Help You Empower Clients With Easy Bookkeeping

Whether your clients want to manage their books, get their taxes done, or need a hand understanding cashflow issues, FreshBooks has essential tools, reports, and info for both business owners and accountants.

> Learn more about FreshBooks

> Apply to the FreshBooks Accounting Professionals Program

Need Help? accountants@freshbooks.com

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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 connects FreshBooks customers with highly-qualified accounting professionals and firms that offer more than just basic bookkeeping and compliance services.

It’s 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?

Free FreshBooks training, a dedicated support team and account managers
Connect to a community of other accountants
Connect with potential clients (fit based on your market, industry or niche area served, and unique expertise)

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.

Our Current Members

Apply to the FreshBooks Accounting Professionals Program

Invoicing Expenses Time Tracking Projects Payments Accounting Reporting

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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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.

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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.

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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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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.

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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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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.

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Connect With Industry-Leading Apps to Level up Your Accounting

FreshBooks seamlessly integrates with other applications your clients already use and are most beneficial to accountants.

Check out the full list

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.

E: accountants@freshbooks.com