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FRESHBOOKS: COMPLETE PRODUCT DEMONSTRATION

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
Subject Area 0.5 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMay 10, 2016
Date OfferedMay 10, 2017
Expiration DateMay 10, 2018
Course Description

This course will provide a complete Product Demonstration of FreshBooks, the #1 Cloud Accounting application specifically designed for small service-based businesses. The demo will include the following features: Invoicing and Billing, Time Tracking, Managing Expenses, Processing payments, Bank Imports, Recurring Profiles and Reporting.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Determine how FreshBooks can help small businesses manage their accounting and invoicing.

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Additional Materials
Ebook: "Breaking the Time Barrier - How to Unlock Your True Earning Potential."
Glossary of Terms and Course Outline
Review Questions
Review Questions
QUESTION 1: 8:30 minutes
QUESTION 2: 23:30 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Dustin Meneses is the Senior Accounts Manager and Presenter for the FreshBooks Accounting Network at FreshBooks, the #1 Cloud Accounting Solution for Small Business Owners. He is passionate about technology and loves helping business owners leverage technology to solve business challenges. Being entrepreneurial himself, he brings over a decade of experience and understanding business processes, strategy, sales, business development, operations and management. He’s also an experienced speaker with over 10,000+ hours of presenting under his belt. For the last 4 years he’s worked within the accounting industry helping CPA’s and accounting professionals understand cloud technology, value billing and leverage the ever-changing world of business and mobile applications to help run their practices more efficiently. In his spare time he loves to learn new languages, travel abroad with his family and volunteer in his community.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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FreshBooks is a simple-to-use, cloud-based accounting solution designed exclusively for small business owners—the kind of owners who are passionate about what they do and may not fully understand a balance sheet (or even know what one is), and shouldn’t be ashamed of that. Since launching in May 2004 from CEO and Co-Founder, Mike’s parents’ basement, FreshBooks has helped more than 5 million people send and receive, print and pay invoices. Only QuickBooks has more online paying customers in America than FreshBooks, making FreshBooks the #1 cloud accounting solution designed exclusively for small business owners.