Deliver More Value to Your Clients as a FreshBooks Accounting Partner
As a FreshBooks Partner, you get exclusive program benefits, including access to education, technology, and workflows to grow your advisory practice, with support from FreshBooks every step of the way.
Why Become a FreshBooks Partner?
All-in-One Accounting for You and Your Clients
From proposals, invoicing, and payments to bookkeeping automations and accounting reports, FreshBooks has the features you need to build effective client workflows, deliver accurate insights, and stay compliant.
Grow Advisory-Based Services
FreshBooks makes it easy to work alongside your clients in a Collaborative Accountingā¢ workflow, so you can take a more substantial advisory role, adding more value and developing deeper client relationships.
Exclusive Benefits to Advance Your Practice
As a certified Freshbooks Accounting Partner, you get access to exclusive perks, including free data migration support, a dedicated account manager, and special discounts. Plus, our free certification rewards you with CPE creditsāand thatās just the beginning.
Get the Support You Need, When You Need It
A team of dedicated, accountant-centric, real humans are here to help. Theyāre FreshBooks experts and understand the needs of accounting professionals, so they can make tailored recommendations just for you.
Who is This Partner Program Designed for?
Accounting Professionals
FreshBooks Partners include client-focused and growth-minded accountants, CPAs, bookkeepers, and tax professionals. So if youāre looking to improve your practice and offer more advisory services, youāre going to love this.
And Your Clients
FreshBooks is perfect for service-based or project-based businesses like professional services, trades and contractors, and IT/software technologies. Easy to use right out of the gate, itās designed for solopreneurs, small businesses with employees, and everyone in between.
What Makes Becoming a Partner So Great?
Exclusive Benefits Just for FreshBooks Accounting Partners
Dedicated, accountant-centric support from real humans
Data migration support when moving to FreshBooks
Access to a free FreshBooks account
Exclusive discounts for Certified Partners
Inclusion in the FreshBooks Directory for Certified Partners
Differentiate Your Business With Collaborative Accountingā¢
Uplevel your skills through hands-on practice with technology and workflows in FreshBooks. Learn to create a Collaborative Accounting system that adds more value to your clients and showcases your firmās expertise.
Certification is free and gives you access to exclusive benefits just for FreshBooks Partners!
In under 4 hours, you’ll:
- Earn 3 CPE credits
- Become a FreshBooks product expert and receive your FreshBooks-Certified Collaborative Accountantā¢ badge
- Be eligible for special benefits, including a dedicated FreshBooks consultant, inclusion in the FreshBooks Partner Directory, and exclusive discounts on all new plans
Simplify Client Management With the Accountant Hub
Easily add clients, manage their books, and toggle between client accounts from one central location with the Accountant Hub, exclusively available to FreshBooks Accounting Partners.
The FreshBooks Accountant Hub gives you:
- Quick client setup that takes only seconds
- One-click access to all your client’s information and books
- A centralized location to manage your clients
Drive Your Practice Forward With a Powerful, Feature-Rich Platform
The FreshBooks all-in-one general ledger system gives you everything you need to build effective workflows, showcase your value, and work side by side with your clients.
FreshBooks empowers your practice with:
- Bookkeeping automations that streamline routine tasks and reduce errors
- Compliance and accuracy for your clientsā peace of mind
- Reports and real-time information so you can provide timely financial advice
- Collaborative workflows that enhance your client relationships
Why Accounting Professionals Love FreshBooks
āHaving specific resources for our firm available to us is something that we donāt get from our other software partners.ā
āFreshBooks is way easier to understand compared to other GLsāfrom interacting with it, understanding where to find things, and how to show it to clients.ā
“We use FreshBooks for our service-based clients; it allows them to effectively manage their day-to-day, enabling us to focus on their accounting and advisory.”
Become a FreshBooks Accounting Partner
This is the place to be for modern accounting professionals with service-based clients. Once you sign up, weāll be in touch to get you startedāwhether youāre just looking for more information, or youāre ready to get FreshBooks-certified.
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More Resources for Accounting Professionals
Frequently Asked Questions
As a FreshBooks Accounting Partner, youāll have access to customized product training. This education was designed to turn you into an expert on the platform in less than 5 hours (itās self-paced – so you can finish it on your own time!). Once done, youāre perfectly positioned to be a trusted advisor, who can collaborate with your clients using FreshBooks.
The Accounting Partner Program is best suited to modern accountants and progressive bookkeepers who are interested in the collaborative accounting model and are actively building a cloud-based practice.
This collaborative accounting model makes it easier to manage your workflow and work better with both small business clients and those that are growing.
Absolutely not! FreshBooks Accounting Partners receive product training and certification, dedicated account managers, and human-centric support, as well as a FreshBooks subscriptionāall free.
This Program is all about helping you build deeper connections with other accountants and existing clients – allowing you to serve them as their business grows.
As a FreshBooks-Certified Accounting Partner, you are added to our Partner Directory where you can be matched up with FreshBooks customers looking for an accounting professional to help with taxes, financial advisory services, day-to-day bookkeeping, or payroll.
Then you can collaborate using FreshBooks accounting software to offer advisory services, and accounting services.
The FreshBooks Accounting Partner Community allows you to enjoy unique challenges, earn rewards, and connect with fellow Accounting Partners and industry peers. It gives you the ability to ask questions about your practice, like: Does FreshBooks work well for a client who is a landscaper? Is there such a thing as free payroll? How do I offer compliance support to new clients? Where do I find industry-specific client referrals?
Yes. Once you become FreshBooks-Certified, you have direct access to an accountant-centric support team, available only to Certified Accounting Partners. The support team members are accounting experts and are uniquely qualified to answer accounting-related and Accounting Partner Program support questions.
First, fill out the form above to apply online. Then, weāll be in touch directly so you can:
- Complete your FreshBooks Certification
- Access all your benefits, including your discounts and referral bonuses
- Share your goals for the program
- Connect with your dedicated Partner Consultant
- Join the FreshBooks Accounting Partner Community
The main product features are: Estimates & Proposals, Project Management, Time Tracking, Invoicing, Bank Feed (including Bank Reconciliation), and many reports. This allows you to work on expense management, through to bookkeeping services, and more.
FreshBooks accounting software has more than a dozen financial reports, including: Profit and Loss, Balance Sheet, Trial Balance, Accounts Aging, Revenue By Client, Accounts Payable Aging, Cash Flow, and General Ledger reports. Plus, access to a Chart of Accounts.
FreshBooks integrates with over 100 great apps to streamline your business, help you connect with your team and clients, and better control your workflow. This includes Gusto, Tallyfor and sproutAnalytics – plus a ton of others that help you handle everything from scheduling to managing clients.
Yes! You can be invited to an unlimited number of accounts ā where you can manage client data in a safe and secure way. Start using the free Accountant Hub to set up new client accounts so you can manage clients centrally and tailor individual workflows.
Start using the free Accountant Hub to provision client accounts so you can manage clients centrally and tailor individual workflows. Plus, FreshBooks Certified Partners get a 15% discount on new FreshBooks subscriptions.
Yes! Your clients that are new to FreshBooks will get a 15% discount on a Plus or Premium plan for as long as you work together. Just another reason the answer to: “Why partner with FreshBooks” is “why not?”
Businesses with or without employees, either just starting up or running things full time. FreshBooks is easy to jump right into and get working, and becomes the foundational tool for their business as they grow. Which makes it perfect for your clients that are:
- Small, serviced-based or project-based businesses, with or without employees (e.g. creative and digital agencies, trades and contractors, professional & health services, and IT/software technologies)
- Start-ups, starting to grow, working full time
- Light on inventory and assets
*Claim based on a customer benefit survey that was run in September, 2020 – where 11,500 FreshBooks customers answered a series of questions that asked them to compare FreshBooks vs their past software solutions.
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