Freshbooks Training Course
Course Overview
| Course Title | Freshbooks Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | TBA days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | TBA |
| Course Fees (Virtual) | |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview:
This 5-day training course offered to T4D is designed to equip participants with a comprehensive understanding of FreshBooks, a leading cloud-based accounting software ideal for freelancers, small businesses, and service-based professionals. Participants will learn how to efficiently manage their accounting needs, including invoicing, expense tracking, time tracking, and financial reporting. The course will also cover project management features, helping users streamline workflows, collaborate with clients, and ensure financial records are up-to-date. Through hands-on exercises and real-life case studies, participants will develop practical skills to optimize their financial processes using FreshBooks.
Course Duration:
5 Days
Target Audience:
- Freelancers and small business owners
- Accountants and bookkeepers
- Service-based professionals (e.g., consultants, designers, contractors)
- Finance managers and administrative staff
- Individuals interested in using cloud-based accounting software
Personal Impact:
- Master FreshBooks' features to improve business financial management.
- Enhance skills in invoicing, expense tracking, and reporting.
- Increase efficiency in project management and client collaboration.
Organizational Impact:
- Streamline financial operations, reducing manual tasks and errors.
- Improve cash flow management with timely invoicing and payments.
- Enhance reporting capabilities to support business decisions and growth.
Course Objectives:
By the end of this course, participants will be able to:
- Set up and customize a FreshBooks account for their business needs.
- Create and manage invoices, estimates, and recurring billing.
- Track and categorize business expenses and payments.
- Utilize time tracking and project management features.
- Generate and customize financial reports for business analysis.
Course Modules
Course Outline:
Module 1: Introduction to FreshBooks and Company Setup
- Overview of FreshBooks interface and features
- Creating and customizing a FreshBooks account
- Setting up your business profile and preferences
- Practical Exercise: Setting up a FreshBooks account for a small business
Module 2: Managing Sales and Invoices
- Creating professional invoices and estimates
- Setting up recurring billing and automated payment reminders
- Managing client accounts and tracking payments
- Case Study: Invoice management for a service-based business
Module 3: Expense Tracking and Financial Management
- Adding and categorizing expenses and receipts
- Managing payments, credits, and refunds
- Linking bank accounts and credit cards for automatic transaction import
- Practical Exercise: Expense tracking and reconciliation in FreshBooks
Module 4: Time Tracking and Project Management
- Setting up and using time tracking features for clients and projects
- Managing projects, tasks, and collaborating with team members and clients
- Monitoring project budgets and expenses
- Real-life Project: Managing a project and tracking time in FreshBooks
Module 5: Reporting and Financial Insights
- Generating key reports: Profit and Loss, Cash Flow, and Sales Reports
- Customizing and exporting reports for analysis and sharing
- Tax management: Tracking sales tax and preparing for tax season
- Case Study: Analyzing financial performance using FreshBooks reports
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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