Ida Peters

As a modern accountant or a progressive bookkeeper, you already know that your client engagements are most valuable when they’re built off of relationships. And you are aware that the future of the accounting industry is stretching beyond the compliance work of bookkeeping and tax filings. Watch this on-demand webinar to learn more about how […] The post The 5 W’s of Scaling Accounting Advisory Services [webinar] appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

If you want to go full-time with your business, you’ll need clients. Typically, you’ll need 20 to 30, depending on your income goals and the packages you offer. So, how do you market your services to find clients? If you’re not sure, you’re not alone. Many accountants and bookkeepers struggle with generating leads and finding […] The post How to Get Accounting and Bookkeeping Clients: Experts Share Their Best Tactics appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

FreshBooks has released a handful of new updates this month, built for owners. Here’s a look at all the new and improved features that launched in May. A Classic Template Is Now Available for Invoices There’s now a third template option available for all of your invoices: Classic. It’s a simple, clear template that will […] The post New & Improved in FreshBooks: Classic Template, Project Duplication, and More appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Did you start your business with the dream of being a brilliant leader? If you said no, you’re not alone. Most businesses are born out of a passion for a product or service. The masterminds behind them weren’t necessarily looking to become leaders. But if you have a thriving business that is on the ascent, […] The post Become a Great Leader: 9 Things You Can Do to Boost Team Performance appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Without the right tools, running payroll can be tedious. You’re constantly juggling between apps, calculating the proper taxes, and making sure every hour is accounted for. At some point you’re going to miss something, and the last group of people you want to let down are your team members. To help, you can now automate […] The post New: Run Seamless Payroll on FreshBooks With the KeyPay Integration appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

You’ve heard about advisory, but what is it, really? The term “advisory services” gets thrown around a lot, so it can be hard to know exactly what it means. “Is this something new?” “Is it different from what I’m already doing?” “I feel like I advise my clients all…the…time!” I believe advisory services will be […] The post What Are Accounting Advisory Services? Here’s What You Need to Know. appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

We don’t always associate accounting and bookkeeping with flexibility. After all, there are rules to be followed and numbers to be crunched. But if COVID-19 has taught us anything, it’s that we need to be flexible if we’re going to thrive in a turbulent business environment. For many, remote work has become the new norm, […] The post How to Succeed With Your Virtual Accounting or Bookkeeping Practice appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .