2012 Innovation Awards Nomination:
FreshBooks Business Insight Reports
www.freshbooks.com
As many accounting and tax professionals I’m sure are familiar with, getting your clients involved with the business side of their businesses, engaging them in their finances – that’s the tough part!
For the graphic designers, software programmers, landscapers, dentists, and so many others that accountants work with every day, getting involved in their finances is often the last thing on their list.
This makes for a frustrating position for accountants, who need these financial details to put together financial statements and give the qualified business advice that their clients need to grow their businesses.
Being an online SaaS product, releases happen quickly as we develop new features to help the 4.5 million small business owners who use FreshBooks worldwide, and their accountants. One of our most respected features in the tax and accounting industry, added in 2011, was the addition of new business insights for accountants’ small business clients.
In the form of activity notifications, weekly account summary emails, and other improvements, we’re working to make getting the information clients need about their firms even easier to find and understand. For accountants, this immediacy helps the business owner start conversations with their accountant advisors, as well as the accountant being able to spot unexpected events as soon as they occur!
These business insight notifications added to the ease of use of FreshBooks, and really help small business owners better understand their businesses. And, with this increased understanding came better relationships with their accountants – allowing both accountants and small business owners to be more efficient, productive, and successful – with FreshBooks bringing it all together.
Contact: Kasey Bayne
kasey@freshbooks.com
416-780-2692
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