How to Work Effectively With Your Accountant on FreshBooks

If you work with an accountant, then you know how valuable they are at providing an expert second opinion. Have a concern about your taxes? You call your accountant. Need help reading a financial report? Your accountant has your back. But working together can be difficult when you’re not on the same platform. Numbers can […] The post How to Work Effectively...

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Your Complete Guide to Reimbursable Expenses

As a small business owner or freelancer, it’s not uncommon to incur expenses on your clients’ behalf when working on projects. These are known as reimbursable expenses, and it’s perfectly acceptable to bill your clients for them. The key, though, is to ensure your invoices don’t come as a surprise to your client. Otherwise, you […] The post Your Complete...

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The Complete Guide to Small Business Incorporation in the U.S.

You run a business that you’re proud of. But at some point, you start wondering if you should make things a little more official. Soon enough, your thoughts turn to small business incorporation. Is incorporating right for your business? This guide will walk you through the pros and cons, different business structures to consider, and […] The post...

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New: Get 1-Step Online Payments With Checkout Links

Getting paid is something to celebrate. It means someone loved your product or service enough to hand over their hard-earned money for it. And when it comes to getting paid, both you and your clients want transactions in as few steps as possible. When working on big projects spanning a few weeks the traditional process […] The post New: Get 1-Step...

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How to Start a 401(k) for Your Small Business

If you run a business you’re probably constantly thinking about its financial health—how much money it’s earning and spending. But another aspect of financial health that may be of concern is the financial health of your employees, and how to start a 401(k) for your small business. Retirement plans can offer significant benefits to your […] The post...

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New & Improved in FreshBooks: Bank Tokenization, Credits, and More

Summer is officially here – and with it are a handful of updates in FreshBooks. Here’s a look at all the new and improved features that launched in June. Your Clients Can Now Conveniently Save Their Payment Info The new Bank Tokenization feature allows your clients to securely save their ACH bank account details when […] The post New & Improved...

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New: Set Your Fiscal Year End to Any Date

For many business owners, having your fiscal year and calendar year line up makes it easier to track reports and file taxes. But if you’re a business owner who only operates for 4 months of the year in the summer, specializes in seasonal services, or has a tax season that starts after January 1st, it […] The post New: Set Your Fiscal Year End to Any...

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New: Expenses and Invoices Are Now Captured on a Project’s Page

Projects have a lot of moving parts. There are proposals, estimates, team meetings, client feedback, expenses, invoices, and the actual work itself. And navigating all those different parts in different places on FreshBooks can sometimes be a bit time consuming and tedious. But wouldn’t it be great if you could just look at a project’s […] The post...

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New: Accept Partial Payments on Invoices, Starting Today

Do you have clients who prefer to pay in installments? Or maybe you have a client that needs to spread out their payments as they navigate a short-term hurdle like COVID-19? Then you know how hard it can be having to ask for a full invoice payment when they’re struggling to get paid themselves. So […] The post New: Accept Partial Payments on Invoices,...

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Using FreshBooks to Triumph at Tax Time

Burning the midnight oil trying to make sense of the dollars and cents? This year can be different: Tax time doesn’t have to grind you up and spit you out. Instead, use FreshBooks to triumph at tax time. Here’s a handy guide on how to use FreshBooks in preparation for tax filing season. Step 1: […] The post Using FreshBooks to Triumph at Tax Time...

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