Plan and accounting setup
Identify available accounting features, the business entity and last completed period.
FreshBooks bookkeeping services.
FreshBooks users often start with invoicing and need a clearer month-end picture as the business grows. We assess the accounting features available in your plan, the invoice and expense records, and the bank-reconciliation workflow. A named human reviewer checks the agreed bookkeeping and financial reports.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
Sent invoices, recorded expenses and incoming bank activity may not be fully matched. Accounting feature availability also depends on the plan, so an engagement must confirm the tools rather than assume every organization has the same setup.
Useful inputs. Clear responsibilities.
Invoice history
Provide customer balances, partial payments, credits and service-period context.
Banking information
Include statements, imported activity and existing reconciliation history.
Expense records
Supply supplier bills, payment evidence and personally paid business costs.
Confirm feature and access fit
Assess whether the organization supports the necessary month-end tasks and reports.
Review invoicing and cash
Check allocations and fees so a payment does not create another sale for the same invoice.
Complete the agreed reporting
Review included accounts and hand over financial reports with remaining questions identified.
Illustrative example · Fictional data
Follow the business event.
Illustrative example: a $1,000 invoice has a $400 partial payment. If the work was earned under an accrual policy and there are no adjustments, the remaining receivable is $600. The deposit is a payment against the invoice, not another $400 invoice or proof the full amount was collected.
Agree specialist work separately
Accounting feature eligibility, supported imports and permissions are checked before commitment. No FreshBooks certification or platform affiliation is claimed.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Questions before
you get started.
Does every plan include bank reconciliation?
FreshBooks documents plan-dependent accounting features. We verify your current plan and available workflow before agreeing the work.
Can you help if I mainly use FreshBooks for invoicing?
Yes, we assess the records and whether additional setup or another workflow is needed. Any software change and subscription cost are agreed separately.
A clear next step
for your books.
Tell us about your freshbooks records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.