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Freshbooks schedulec


Cost Free   CPE Credits 1.5 hours   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Course Description

There is a paradigm shift in the way today’s small businesses think about accounting. The cloud has presented an evolution from traditional accounting solutions with more choice, improved reliability with backup and higher security and better collaboration between owners and their CPAs. Join us for an in-depth look at the current needs of small business owners and how to use a purpose-built, cloud-based solution to streamline collaboration between you and your Schedule C filers. By completing this webinar, you will be on your way to becoming certified into the FreshBooks Accountant Network, with the opportunity to advertise your services to FreshBooks’ 5 million users.

Learning Objectives

  • Get an in-depth view of small business owners today and how you can help them achieve greater financial literacy to build confidence and improve their chances for success

  • Discover how cloud accounting provides Schedule C filers an opportunity to manage their businesses more accurately, easily and securely

  • Prepare your practice for the new wave of business owners that embrace new tools that are purpose-built for their accounting needs

  • A FreshBooks product demo will help you better advise and streamline the collaboration between you and your clients and reduce time spent correcting clients’ errors


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.

Handout Materials
Presentation Slides
Additional Materials
Ebook: "Breaking the Time Barrier - How to Unlock Your True Earning Potential."
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.