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FreshBooks for Accountants and Bookkeepers

FreshBooks invoice and accounting software is built for business owners, so you and your clients can work better together. As an accountant, bookkeeper, or tax professional, you’re the expert. Your clients shouldn’t have to be.

Work Better Together

Easy Software for Your Clients, and You

According to 95% of small business owners, FreshBooks is easier to use than other platforms. When it’s easy for your clients to manage their books, your job is that much more efficient—whether you support them 365 days a year or just at tax time.

Optimize Client Workflows

FreshBooks makes it easy for your clients to complete part of the workflow, so you can focus on taking a more advisory role.

Grow Your Practice

Do you want to collaborate better with clients? Spend less time on their books and more on growing your firm? Build a more virtual practice? This program was made for you.

Why Accounting Professionals Love FreshBooks

“With FreshBooks, I have established deeper relationships with clients — they understand their finances better and I can better advise them.”

Etel Igreda, CPA

Director – Blossom CPA Professional Corporation

“FreshBooks allows our clients to accurately and efficiently maintain their books, freeing up our time to advise and guide them.”

Josh Lance, CPA, CGMA

Managing Director – Lance CPA Group

“I want to support even the smallest businesses and part of my role involves setting them up for success with technology they’ll feel good about.”

Melanie Schroeder, CPA

Founder – Out of the Box CPA

Become a FreshBooks Accounting Partner

As a partner, you’ll become part of a growing community of client-focused, growth-minded accountants and bookkeepers.

Partner Benefits:

  • FreshBooks accounting certification and ongoing skills training
  • Dedicated (real-human) phone and email support
  • Referral bonus opportunities
  • Inclusion in the FreshBooks Partner Directory
  • Accounting resources, tools, and more

Who Is It For?

FreshBooks Partners include accountants, CPAs, bookkeepers, and tax professionals.

Join the FreshBooks Partner Program

Once you sign up, we will contact you to talk about the next steps —
whether you’re just looking for more information, or you’re ready to
get FreshBooks certified.

More Resources for Accounting Professionals

5 FreshBooks Features Accountants and Bookkeepers Love

5 Marketing Strategies Accountants
Should Know

Accountants: How to Determine the Best
KPIs for Your Clients

Ready to Take Your Firm to the
Next Level?

Sign up to receive news about upcoming webinars, details about our
partner program, and industry information for accountants and bookkeepers.

Frequently Asked Questions

Which Accounting Reports are available in FreshBooks?

FreshBooks has more than a dozen Accounting reports, including Profit and Loss, Balance Sheet, Trial Balance, Accounts Aging, Revenue By Client, Accounts Payable Aging, Cash Flow, and General Ledger reports, plus Chart of Accounts.

Can I manage several clients’ accounts in FreshBooks?

Yes. You can be invited to an unlimited number of accounts. Just switch between businesses by using the Manage Businesses link.

Do I have to pay to join the FreshBooks Accounting Partner Program?

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

What is FreshBooks certification for Accounting Professionals?

As a FreshBooks Partner, you’ll have access to customized product training. We’ll help you get up to speed and become an expert on the platform in no time, so you’re perfectly positioned to advise and collaborate with your clients using FreshBooks.

What is the FreshBooks Partner Directory?

As a certified FreshBooks 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, or day-to-day bookkeeping.

Does FreshBooks have dedicated support for Accounting Professionals?

Yes. Once you become FreshBooks certified, you have access to FreshBooks Support team members dedicated to Accounting Partners. They are accounting experts and are uniquely qualified to answer accounting-related support questions.