ERP Platforms / FreshBooks
FreshBooks Accounting Services
FreshBooks is beloved by service businesses, agencies and consultancies for its invoicing and time tracking. We make the accounting side just as strong — keeping FreshBooks books clean, categorized, reconciled and tax-ready, and layering on the management reporting FreshBooks alone doesn’t provide.
Best-in-class invoicing and client experience Excellent time tracking for billable work Simple, non-accountant-friendly interface
Scope
Services We Provide on FreshBooks
Every engagement is delivered by a named, dedicated team working directly inside your FreshBooks environment — with layered senior review on all output.
Transaction categorization and cleanup
Bank and credit card reconciliations
Invoice and payment management
Expense and billable-cost tracking
Sales tax tracking and filing support
Monthly financial statements
Client and project profitability reporting
Year-end tax-ready package for your CPA
Migration support to QuickBooks/Xero when you outgrow it
Virtual CFO advisory
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Ready to get more from FreshBooks?
Book a free assessment — we will review your current setup, identify quick wins, and quote a fixed monthly fee for full accounting support on your platform.
Free consultation Hourly, monthly or long-term Response within 24 hours