· Introduction ·
In the fast-paced world of business, success stories are the fuel that keeps us motivated.
However, behind every triumph there is a path full of challenges and obstacles.
From financial hurdles to operational complexities, companies must navigate a maze of problems.
Today, we want to share with you how FreshBooks, a financial management solution, became the catalyst for change in the stories of these entrepreneurs.
These transformation stories show the extraordinary potential that FreshBooks brings to the business landscape and can inspire you to grow and achieve your goals.
· The Stories ·
Because we know one story is never enough, meet Michael (The Influencer Agency), Damona (Dear Mrs D, Inc.), Rebecca (Ledger Sense) and Joshua (Lance CPA Group). United by the desire to overcome financial obstacles, they turned to FreshBooks for a solution that would streamline their operations and propel them towards their goals.
Case 1: The Influence Agency
Industry: Marketing and Communications
Location: Toronto, ON, Canada
Problem:
Keep track of increased billing volume due to rapid client growth
Solution:
Invoices, Payments, Reports, Select Plan (for low credit card fees)
Michael Landry, one of the founders, told us how their business try to work with quickbooks twice and both time they held their money hostage and force them to move to FreshBook.
As today The Influencer Agency is an 8-figure company and Freshbook has help them operate the business effortlessly (Michael words). The help the company grow since their first big client to become what they are today.
You can read the full story here:
Why This Scaling Digital Marketing Agency Made the Switch to FreshBooks—Twice
Case 2: Dear Mrs D, Inc.
Industry: TV Hosting, Coaching
Location: Los Angeles, CA, USA
Problem:
High-volume invoicing and rudimentary accounting processes
Solution:
FreshBooks Invoicing and Expenses
Before Damona Hoffman ever graced TV screens, hosted podcasts, or sustained a successful coaching business, she was a budding casting director who would climb the ranks behind the scenes in television production.
She told us that there was no process really in place at the beginning [for accounting]. It’s no wonder I wasn’t making money those first couple of years because I literally had no systems in place [laughs].
Tracking my expenses and invoices in FreshBooks has saved me. To put an hour amount on it, it’s probably saved me 3 hours a week every time. (Damona’s words)
You can read the full story here:
Damona’s Relationship Coaching Business Found a Perfect Match With FreshBooks
Case 3: Ledger Sense
Industry: Accounting
Location: Concord, NC, USA
Problem:
Needed accounting software that made it easy to work with small businesses clients
Solution:
FreshBooks Time Tracking, Invoices, Accounting Reports, and Accountant Access
Rebecca Kittel, MBA. She’s an accountant and owner of Ledger Sense, which specializes in providing virtual accounting to small businesses.
Being a QuickBooks Pro Advisor she decide to try FreshBook based on a recommendation and since then she never leaves the accounting section of it and she is thrilled.
She told us: I really like that FreshBooks is focused on the same type of person I enjoy working with—small business owners, solopreneurs, and creative individuals.
You can read the full story here:
How Accounting Pro Rebecca Works Better With Clients in FreshBooks
Case 3: Lance CPA Group
Industry: Bookkeeping/Accounting
Location: Chicago, IL, USA
Problem:
Clients in niched industries have specific tax needs, but see accounting as work
Solution:
FreshBooks Expenses makes categorization easy
Since the days of his first childhood lemonade stands, Joshua Lance has had the itch for entrepreneurship and when he had the opportunity to launch his own accounting firm in 2015, he knew exactly how he wanted.
He establish a fully virtual remote practice and that’s how he started with FreshBook. An application that gives him the option of having him and his clients work on the same platform.
He told us: My clients see it as a small business solution for them to run their business. I don’t think they even realize they’re doing accounting—they’re just doing all the things needed to run their business in FreshBooks.
You can read the full story here:
· The Benefits ·
These success stories underscore some of the benefits that FreshBooks offers businesses, regardless of industry or size.
The power of optimized financial management goes beyond the numbers – it translates into increased efficiency, reduced stress, and the ability to focus on core business activities.
· Conclusion ·
Your Turn to Transform
As Rebecca and others demonstrate, FreshBooks isn’t just software; it is a catalyst for change.
If your company, business or venture is facing financial challenges or drowning in operational complexities, take inspiration from these transformation stories.
Are you curious to experience what FreshBooks can do for you? Try it FREE now!