FreshBooks Certified Accountant
The only FreshBooks Certified Collaborative Accountant in New Jersey. Setup, training, ongoing support, and tax preparation from a CPA who knows the platform inside and out.
The Only FreshBooks Certified CPA in New Jersey
FreshBooks' Certified Collaborative Accountant (CCA) program is their official accountant certification. It covers FreshBooks' accounting features, double-entry reporting, client collaboration tools, and the accountant portal that lets me access your books directly.
As of 2025, I'm the only CPA in New Jersey who holds this certification. That matters because when you call FreshBooks support with an accounting question, they can't help you. They know the software, not the accounting. I know both.
And because I'm a licensed CPA (NJ #20CC04711400), not just a bookkeeper, your FreshBooks file is always set up with your tax return in mind. Every expense category, every invoice setting, every report ties back to what the IRS and NJ Division of Taxation expect to see.
Why FreshBooks?
FreshBooks isn't trying to be everything. It does a few things really well: invoicing, time tracking, and expense management for service-based businesses. If you bill clients by the hour, by the project, or on retainer, FreshBooks is built for you.
The interface is simpler than QuickBooks. You don't need accounting knowledge to use it. You send invoices, track expenses, and I handle the rest. That's the whole point of having a certified FreshBooks accountant.
FreshBooks Services
Four categories of FreshBooks services tailored to your business needs.
FreshBooks Setup
- Chart of accounts built for your industry and tax return
- Bank and credit card connections
- Invoice templates and recurring billing configuration
- Payment gateway setup (Stripe, PayPal, FreshBooks Payments)
- Expense categories mapped to tax deduction lines
- Client portal and team member access configuration
FreshBooks Training
- One-on-one screen-share training sessions
- Creating and sending invoices, tracking payments
- Time tracking and project-based billing
- Expense capture via mobile app and receipt scanning
- Running reports: P&L, tax summary, accounts aging
- Custom training for your specific workflows
Ongoing Support
- Monthly bookkeeping and bank reconciliation
- Quarterly financial review with your CPA (me)
- Year-end closing and 1099 preparation
- FreshBooks updates and feature changes explained
- Direct access for questions (email, phone, or portal)
Tax Preparation for FreshBooks Users
- Tax return preparation using your FreshBooks data directly
- Deduction review and categorization audit before filing
- Estimated tax calculation and quarterly payment scheduling
- S-Corp election analysis for self-employed FreshBooks users
- NJ-specific tax compliance (GIT, BAIT, sales tax)
FreshBooks vs. QuickBooks: Which One Do You Need?
I'm certified in both. I don't have a stake in which one you pick. Here's an honest comparison:
| Feature | FreshBooks | QuickBooks Online |
|---|---|---|
| Invoicing | Excellent | Good |
| Time tracking | Built-in | Add-on (Payroll) |
| Expense tracking | Good | Good |
| Inventory management | Basic | Advanced |
| Job costing | No | Yes (Projects) |
| Class/location tracking | No | Yes |
| Multi-entity | No | Yes |
| Payroll | Gusto integration | Built-in |
| Best for | Service businesses, freelancers | Inventory, complex operations |
Not sure which is right for you? Ask me. I'll give you a straight answer.
FreshBooks for Your Industry
FreshBooks works best for businesses that bill for time and services. Here are industries where FreshBooks is commonly used:
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FreshBooks FAQ
What is a FreshBooks Certified Collaborative Accountant?
Is FreshBooks good enough for my business, or do I need QuickBooks?
Can you migrate me from FreshBooks to QuickBooks (or vice versa)?
How much does FreshBooks setup and support cost?
Ready to Get Started with FreshBooks?
Send a message and I'll help you figure out if FreshBooks is the right fit.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. federal tax advice contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.