Ida Peters

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 in FreshBooks: Bank Tokenization, Credits, and More appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

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 Date appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

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 New: Expenses and Invoices Are Now Captured on a Project’s Page appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

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, Starting Today appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

As an Amazon seller, should you do your own Amazon bookkeeping? I’ve heard this question from many sellers and today I’m going to share my thoughts as a bookkeeping expert, CPA, and e-commerce specialist. Do you have what it takes to do your own bookkeeping and is it the best path for you? Take a look at the 7 crucial considerations for DIY Amazon bookkeeping, to help you determine just that. Click on the video linked below to watch: Should you do your own Amazon bookkeeping? 7 Crucial considerations for DIY Amazon bookkeeping: E-commerce accounting and bookkeeping, specifically Amazon bookkeeping, is very different from other types of bookkeeping and accounting. There are few accountants and bookkeepers that actually specialize in e-commerce and do it well. One of the challenges is that it’s constantly changing and growing so quickly. It takes a lot of time and effort to really keep up with what’s going on with e-commerce accounting, if that is not your specialty . It can

Do you have clients who prefer to pay in instalments? 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, Starting Today appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

As an Amazon seller, should you do your own Amazon bookkeeping? I’ve heard this question from many sellers and today I’m going to share my thoughts as a bookkeeping expert, CPA, and e-commerce specialist. Do you have what it takes to do your own bookkeeping and is it the best path for you? Take a look at the 7 crucial considerations for DIY Amazon bookkeeping, to help you determine just that. Click on the video linked below to watch: Should you do your own Amazon bookkeeping? 7 Crucial considerations for DIY Amazon bookkeeping: E-commerce accounting and bookkeeping, specifically Amazon bookkeeping, is very different from other types of bookkeeping and accounting. There are few accountants and bookkeepers that actually specialize in e-commerce and do it well. One of the challenges is that it’s constantly changing and growing so quickly. It takes a lot of time and effort to really keep up with what’s going on with e-commerce accounting, if that is not your specialty . It can

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 appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

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 appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

  A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business . Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks paid diagnostic review sales funnel. Take a look at the video or keep reading to see just how the funnel works. Click on the video linked below to watch: My QuickBooks paid diagnostic review sales funnel In a few other videos on my YouTube channel: 5 Minute Bookkeeping , I’ve talked about my Smart Review checklist , and how I get paid to diagnose my client’s books well before I ever do a cleanup. These are two of the steps in a marketing funnel I use to take someone from prospect to diagnostic review to selling additional services . Let’s take a look at how it works so you can create something similar in your own bookkeeping business.   If you’re not familiar with sale

  A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business . Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks paid diagnostic review sales funnel. Take a look at the video or keep reading to see just how the funnel works. Click on the video linked below to watch: My QuickBooks paid diagnostic review sales funnel In a few other videos on my YouTube channel: 5 Minute Bookkeeping , I’ve talked about my Smart Review checklist , and how I get paid to diagnose my client’s books well before I ever do a cleanup. These are two of the steps in a marketing funnel I use to take someone from prospect to diagnostic review to selling additional services . Let’s take a look at how it works so you can create something similar in your own bookkeeping business.   If you’re not familiar with sale

  A lot of bookkeepers struggle to take new prospects from the initial phone call to being ongoing clients. It can be tricky at first, but it’s crucial if you want to grow your bookkeeping business . Fortunately, it’s much easier if you have a plan in place. That’s why today I’m going to share my QuickBooks paid diagnostic review sales funnel. Take a look at the video or keep reading to see just how the funnel works. Click on the video linked below to watch: My QuickBooks paid diagnostic review sales funnel In a few other videos on my YouTube channel: 5 Minute Bookkeeping , I’ve talked about my Smart Review checklist , and how I get paid to diagnose my client’s books well before I ever do a cleanup. These are two of the steps in a marketing funnel I use to take someone from prospect to diagnostic review to selling additional services . Let’s take a look at how it works so you can create something similar in your own bookkeeping business.   If you’re not familiar with sale

Before you take on a new client, it pays to review their books and see what’s really going on . Did you know that you can get a pretty good picture of a client’s biggest QuickBooks problems in less time that you might think? Let me tell you how I review my clients’ books in just 15 minutes with my Smart Review System, so you can do it too . Click on the video linked below to watch: How I review my clients’ QuickBooks in 15 minutes My Smart Review System For starters, what is my Smart Review System? Well, it’s a way for me to do a very quick review and get a sense of the biggest problems in my client’s QuickBooks file, using a simple checklist to streamline and save time . It’s not an in-depth review, but it gives you a lot of information about the state of their books and the biggest problems they have so that you can point these things out to them and sell additional services if needed. Think of it as a big picture view into what’s going on.  Here’s a quick rundown of what m

Round two of the PPP loan program is here, and more small business owners are getting the funds they need. If you received a PPP loan, there are some important steps you need to take in order to turn your loan into a forgivable, non-taxable grant. Here’s how to qualify for loan forgiveness, and what […] The post How to Qualify for PPP Loan Forgiveness appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Round two of the PPP loan program is here, and more small business owners are getting the funds they need. If you received a PPP loan, there are some important steps you need to take in order to turn your loan into a forgivable, non-taxable grant. Here’s how to qualify for loan forgiveness, and what […] The post How to Qualify for PPP Loan Forgiveness appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .