As a FreshBooks Accounting Partner, you’ll have access to customized product training. This education was designed to turn you into an expert on the platform in less than 4 hours. And it’s self-paced, so you can finish it on your own time! Once done, you’re 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.

Collaborative Accounting makes it easier to manage your workflow and work better with small business clients and growing small businesses.

Absolutely not! FreshBooks Accounting Partners receive product training and certification, dedicated account managers, 1:1 support, and a FreshBooks subscription—all free.

This program is all about helping you build deeper connections with other accountants and existing clients, allowing you to serve them as their businesses grow.

Yes. Once you become FreshBooks-certified, you have direct access to an accountant-centric support team, available only to FreshBooks-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, sign up to join the program. Then, we’ll guide you so you can:

• Complete your FreshBooks Certification
• Access all your benefits, including your discounts and referral bonuses
• Connect with your dedicated Partner Consultant for an onboarding consultation

The main product features are estimates and proposals, project management, time tracking, invoicing, bank feed (including bank reconciliation), and many reports. This allows you to work on everything from 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. These include 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, 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.

When you use the free Accountant Hub you can provision client accounts and manage clients centrally in order to tailor individual workflows. Plus, FreshBooks-certified Accounting Partners get a 15% discount on new FreshBooks subscriptions.

Your clients who are new to FreshBooks will get a 15% discount on a Plus or Premium plan for as long as you work together. You’ll have exclusive access to client onboarding resources, Collaborative Accounting scripts, and case studies to help you work more effectively and efficiently with clients. And your clients have direct access to FreshBooks’ award-winning, highly responsive support team.

FreshBooks is an excellent choice for businesses with or without employees, either just starting up or running things full-time. It's easy for non-accountant business owners to jump right in and start working with FreshBooks, and it becomes the foundational tool for their business as they grow. So FreshBooks is perfect for your clients who are:

• Small, serviced-based or project-based businesses, with or without employees (e.g., creative and digital agencies, trades and contractors, professional and health services, and IT/software technologies)
• Start-ups, starting to grow, or working full time
• Light on inventory and assets