FreshBooks Bookkeeping Services
FreshBooks supports invoicing and project workflows for service providers and agencies. We help manage billing cycles, track project expenses, reconcile payments, and organize invoicing data within the bookkeeping records.
Features & Support
- FreshBooks configuration & invoice custom branding
- Time tracking & billable hours integration
- Expense tracking and client-approved account mapping
- Client deposit matching & balance reconciliation
- Project-level profitability and margin analysis
- Monthly balance sheet and P&L generation
Who This Is For
Bookkeeping Support Process
FreshBooks Sync
We link bank accounts and payment processors (like FreshBooks Payments or Stripe) to your ledger.
Track Project Costs
We organize your expenses by client and project to ensure accurate billable tracking and margins.
Reconcile Ledger
We match invoices with bank deposits to ensure your accounting data is completely aligned and tax-ready.
Frequently Asked Questions
Is FreshBooks suitable for a growing business?
Yes, FreshBooks is excellent for small agencies and service firms. If you scale and need to transition to QuickBooks or Xero, we can guide the migration.
Can you track my project margins in FreshBooks?
Yes. We set up project costing, tracking billable hours and expenses directly against specific client contracts to monitor profitability.
How do you reconcile client card payments?
We reconcile Stripe, PayPal, or FreshBooks Payments deposits, matching gross sales and processing fees to ensure balanced reporting.
Ready to Connect Your Software?
Discuss your current software, bookkeeping gaps, and the scope you need.
Request a Bookkeeping Assessment