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​​Freshbooks helps organize your quotes and time& expense invoicing - anywhere, 24/7. All your customer interactions can be done via the cloud, eliminating time spent on paperwork and PDFs. Track time,manage projects, log expenses, as well as quote and invoice customers all from the convenience of your laptop or smartphone devices. Save time and get paid faster giving you more freedom to do the more important things for your business.

We can help you organize and streamline your billing and invoicing process using the Freshbooks platform. Leverage our expertise to help create a much simpler and faster quote and billing process.

Send estimates and invoices easily, anywhere, anytime… Need an easier, faster solution for providing estimates to and invoicing clients? Freshbooks can help! Freshbooks is a simple and intuitive cloud accounting program that helps you to stay on top of your books in a user friendly format. It's designed for quick access to track your billing time, create, send and monitor estimates and invoices from anywhere via the cloud. Save Time

​​Freshbooks can help with simplifying your estimate and invoicing process with features such as the ability to create estimates, as well as convert approved estimates into invoices with just two clicks, recurring invoices, auto-late payment reminders and adding the appropriate sales tax to name a few. All from the convenience of your mobile device or laptop. Now also easily create, send and keep track of credit receipts for your clients. Get Paid Faster

With access from the Internet and mobile devices, you'll have the ability to quickly create and send invoices ~ while you’re on the road! You also have the option of getting paid fast through online payment gateways such as PayPal and Authorize.net. Basic Accounting

Freshbooks include basic accounting functionality that will allow you to:

  • Run your profit and loss, designate which categories belong to your cost of good sold and find out how it's all looking - while you're at your desk or on the go.

  • Track your sales tax and generate reports that summarize your tax liabilities. Making it easier for you to ensure that you are in compliance with the government.

  • Be ready for tax time (or those important discussions with your bank) with the Balance Sheet tool. Create a formatted balance sheet that captures a summary of your company's assets, liabilities and equity.

Automatic Expense Import

Save time and eliminate manual entries with Freshbooks automatic expense import. A quick one-time setup of you bank, credit cards as well as accounts like PayPal and get your accurate, up-to-date expenses imported daily into your Freshbooks account.

Secure & Backed up

Feel safe and secure as your data is backed up to multiple data centers and communication is encrypted with 256-bit encryption.

Ratings and Review Feature

Clients have the option to give feedback about the service that they have received at the time of checkout. This simple automated process is captured at the time of payment which saves small businesses time, increases referral rates, and generates positive reviews for marketing materials. Clients are also able to explain their feedback and to share positive reviews via Facebook or email.

ZenPayroll Integration

Payroll transactions automatically sync with FreshBooks, so you'll never have to make manual entries again!

Ready to simplify and save time with your estimates and invoicing? We can help organize and streamline your billing and invoicing process today with a 30-day Risk FREE Trial, no credit card needed! Not sure if this is the right solution for you? Contact one of our Business Excellence Advisors for more information at advisor@smbadvisor.us or 866-737-9991.

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