FreshBooks Bookkeeping Services
FreshBooks is the go-to accounting software for client-facing service providers and agencies. We help you manage client billing cycles, track project expenses, reconcile payments, and convert your invoicing data into compliant financial records.
Features & Support
- FreshBooks configuration & invoice custom branding
- Time tracking & billable hours integration
- Expense tracking, classification, and tax mapping
- Client deposit matching & balance reconciliation
- Project-level profitability and margin analysis
- Monthly balance sheet and P&L generation
Who This Is For
Our Integration 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?
Let's build a custom plan that fits your business needs perfectly.
Request Your Free Proposal