Getting Started with Freshbooks

 

hey my name is dick Burleson from the Masters podcast and I created this video to tell you about my favorite accounting system whether you're a freelancer consultant I'll have a few employees it's basically all the same I've been in all three situations and since I'm exchanging my time for money the time for the actual accounting is really something i would like to mitigate as much as possible when you speak

to people about the best accounting software they're usually saying either sap or oracle and it's hard to argue with because sap and oracle system can be completely customized for your corporation which is super awesome the drawback though is the cost that typically runs into thousands of dollars and also the system is typically not the right fit for my business model which is basically just sending out a few in versus a month so since i

don't have a big corporation and i don't have the cash for expensive accounting system i decided to look elsewhere and the solution of fun was freshbooks one reason is that simple to use and setup it literally only takes a few minutes but even more impressive the company is begging customer service I spoke with the customer service that picked up the phone right away and the toad mean that the goal is always to pick

up the phone in no more than three rings and if they can't do that the call lyricas out to everyone in the building whether or not freshbooks is for you is obviously your choice I personally like it so for the remainder of the short video I'll explain more about the signup process and how to set down in voice using their software so signing up for facebook is really easy as i will show

you first you will simply type in your email and come up with a password for your facebook account i recommend that you start by setting up your business which doesn't take long because it also makes it easier whenever you gotta start up sending your first invoice so simply type in your name and information about the company choose your industry if you type in the bonus code CIP the first 30 days or completely free

ok so this is the dashboard for press books the count is already set up so say that my first client is Jill man named preston very often you only know the name and the email of the person but that is completely okay since you often simply sent the invoice over email so let's go ahead and save the client now this is a really cool feature as you can see freshbooks found a photo

of preston this is not because preston is already in the system but because this is the same photo he's using for a social media account that uses the same email address now that we have a client you can send him an invoice all the information you see here is information you type in whenever you're setting up the business in the signup process you can add your client here and basically the only thing you

now need to do even though you obviously can customize the invoice anyway you want is to add the product or service you provided based on the industry you chose before Facebook's already saved a few predefined items you can go in and change the price if you need to and that's actually it and whatever you see here when you're scrolling is the except invoice that the client will see so now you can just

go ahead and send the invoice perhaps you want to add a personal message perhaps not but it just takes one additional click as you can see here facebook system is already tracking the progress of the invoice between Kristen and me so this is the accounting system I recommend to freelancers and small business owners and I personally use it because I find very simple and I don't send out many invoices in the first place if

you like to test of fresh books...

See more here: https://www.youtube.com/watch?v=d8CJwX5qgmk

 hey my name is dick Burleson from the Masters podcast and I created this video to tell you about my favorite accounting system whether you're a freelancer consultant I'll have a few employees it's basically all the same I've been in all three situations and since I'm exchanging my time for money the time for the actual accounting is really something i would like to mitigate as much as possible when you speakto people about the best accounting software they're usually saying either sap or oracle and it's hard to argue...