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Stress-Free Client Communications Best Practices, for Accountants

Like any relationship, the one between accounting professional and client requires mutual respect, honesty, and open communication. Establishing that strong partnership begins with laying the groundwork for regular, transparent connections.  Here are 7 steps to consider as you create a communications strategy for your valued clients. 1. Define Expectations...

Tue Apr 2, 2024 18:26
12 Best FreshBooks Apps for Accountants

As you evolve your accounting business, you may be looking to spend more time on valuable tasks like advisory services that enhance client experience and less on manual entry and other administrative drudgery. One way to make that happen is to advise your clients to explore apps that can integrate with their FreshBooks accounts. These […] The post...

Tue Mar 5, 2024 21:05
What’s New in FreshBooks – 2024

FreshBooks releases new features and updates every month – designed to make accounting even easier for your business. And this post is the best place to check in on all the latest changes. January 2024 FreshBooks Payroll powered by Gusto Businesses in the US can sign up for FreshBooks Payroll and payroll for employees, file payroll taxes, […] The...

Tue Jan 9, 2024 18:54
Simplify Your Payroll: Pay Your People Right From FreshBooks

Running payroll for your business is hard enough. Switching back and forth between multiple systems makes it that much more difficult. Having disconnected systems is time-consuming, whether you’re trying to pay (or file) payroll taxes (and stay up to date on compliance), pay your employees, view payroll expenses, or simply get a complete picture of...

Tue Jan 9, 2024 16:55
Accountants: Best Practices for Client Onboarding to FreshBooks

Client onboarding is a big deal. Once you’ve landed a client who’s an excellent fit for your firm, onboarding is their first impression of how it will be to work with you and the first step in (hopefully) a long and lucrative relationship for everyone involved. To help you start off on the right foot, […] The post Accountants: Best Practices for Client...

Fri Jan 5, 2024 17:58
New Year’s Resolution? Fix the Way We Do Payroll

How do you solve a problem like Payroll? As a business owner, you have enough on your plate — but payroll is simply a fact of business life. Like the moon, it rises and falls every month. Sometimes it sneaks up on you, leading to late nights spent plugging numbers into a spreadsheet or digging […] The post New Year’s Resolution? Fix the Way We Do...

Tue Dec 12, 2023 17:54

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