Ida Peters

The element of surprise and delight is at the heart of being a small business owner. But can it also benefit your tax bill? Many small business owners like to show appreciation to their clients, customers and team with thoughtful gifts. After all, you’re building a rapport with your clients and a bond with your […] The post Are Gifts for Your Team and Clients Tax Deductible? appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Jill and Bob run a prominent consulting business. Since they were still new to QuickBooks Online, Jill and Bob connected ALL of their business and personal bank and credit card accounts to QBO. Jill and Bob became really confused when working with their bank feeds. They saw obvious personal expenses, including their cruise vacation to the Bahamas. Upon closer review, they started wondering whether their cruise vacation expense really belonged in QBO. Soon, this simple question turned into a pressing dilemma. Jill and Bob started worrying and wondering, “If we include our vacation expense in QBO, will the IRS eventually come after us?”.  Have no worries Jill and Bob, because in this blog post, I’m going to answer a common question: Should you track your personal accounts in QuickBooks Online?   First, let’s go over the difference between business and personal expenses.   Differences between business and personal expenses According to the IRS, business expenses are all the expenses

Ledgersync workflow integrates with QuickBooks Online and Desktop. It automatically imports your bank statements, financial documents, check images, and deposits then pushes them to QuickBooks after coding and approval.

Whether you’re an iOS or Android user, we’ve added a few updates to the FreshBooks mobile apps. You already use the FreshBooks mobile apps to send invoices, capture expenses and check-in on your business from anywhere. But with these new features, your pocket-sized secret weapon just got an upgrade. From bulk actions to rebilling, you’ll […] The post New: Updates to the FreshBooks Mobile Apps appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Summer might be wrapping up, but here are some features to unbox before fall. At FreshBooks, small business owners are our number one (that’s you!) With that in mind, we’re constantly finding ways to improve and innovate FreshBooks to suit your needs today, so you can thrive tomorrow. Here’s what’s new and improved on FreshBooks […] The post Roundup: Monthly Product Updates, August 2018 appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

We’ve added a small update to make project management painless. Each month we add tons of improvements to FreshBooks so you can manage your business more efficiently. In May, we made it easier to invite your team to FreshBooks so you can get started on projects faster. And now it takes just a few clicks […] The post New: Remove Employees & Contractors from Projects appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Hey, this is Veronica Wasek with another episode of BK Biz : How to get bookkeeping clients, and  identifying their biggest pain points. This is part two of my series, How to Get Bookkeeping Clients. Last time, I talked about identifying the ideal client , and today, I’m talking about identifying that ideal client’s biggest pain points. As accountants and bookkeepers, we want to think that their biggest pain point are:   They need bookkeeping.    They need to get their books caught up.   They need to get the books cleaned up.    In our ideal client’s mind, these are needs, but they are not necessarily pain points. When we’re talking to our prospective clients, we need to really look and listen beyond the problems of the bookkeeping, the accounting, the undeposited funds, and the lack of knowledge on how to work with bank feeds. Yes, clients do need help with that, but they’re actually telling you much more, if you just listen to them.   What is your client’s inner need?   One

Jeff Kisko shares how FreshBooks is his go-to tool to track time on the job. For the past 18 years, Jeff built a career in design, creating conceptual—and oftentimes elaborate—visualizations for events and trade shows. Working in-house for most of his career, he later ventured into self-employment to create work-life balance and gain more control […] The post Meet Jeff, a Designer Who Uses Cloud Accounting to Effectively Track Time and Boost His Productivity appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

There are myriad ways a new opportunity can turn into a nightmare project. It takes experience to spot a problematic client before a project begins… Micromanagers. Never-ending delays. Stultifyingly complex or boring work. Incommunicado clients. Scope creep. Late payments. (Or worse, no payments.) Know-it-all clients who don’t trust your expertise. In-over-your-head demands. There are myriad […] The post Roundup: How To Spot a Problematic Project Before it Begins appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Summer might be wrapping up, but here are some features to unbox before fall. At FreshBooks, small business owners are our number one (that’s you!) With that in mind, we’re constantly finding ways to improve and innovate FreshBooks to suit your needs today, so you can thrive tomorrow. Here’s what’s new and improved on FreshBooks […] The post Roundup: Monthly Product Updates, August 2018 appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

We’ve added a small update to make project management painless. Each month we add tons of improvements to FreshBooks so you can manage your business more efficiently. In May, we made it easier to invite your team to FreshBooks so you can get started on projects faster. And now it takes just a few clicks […] The post New: Remove Employees & Contractors from Projects appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Hey, this is Veronica Wasek with another episode of BK Biz : How to get bookkeeping clients, and  identifying their biggest pain points. This is part two of my series, How to Get Bookkeeping Clients. Last time, I talked about identifying the ideal client , and today, I’m talking about identifying that ideal client’s biggest pain points. As accountants and bookkeepers, we want to think that their biggest pain point are:   They need bookkeeping.    They need to get their books caught up.   They need to get the books cleaned up.    In our ideal client’s mind, these are needs, but they are not necessarily pain points. When we’re talking to our prospective clients, we need to really look and listen beyond the problems of the bookkeeping, the accounting, the undeposited funds, and the lack of knowledge on how to work with bank feeds. Yes, clients do need help with that, but they’re actually telling you much more, if you just listen to them.   What is your client’s inner need?   One

Looking to get more work done in less time so you can increase your income? Try the 50-minute focus technique. As an established writer, I regularly ask myself: What can I do to grow my business? I’ve explored many methods such as cold emailing, scouring job boards, asking for referrals and tapping dormant clients. But […] The post How I Improved My Productivity with the 50-Minute Focus Technique appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .