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Has your staff had enough of pre-recorded professional development webinars with no next steps?
Done! FreshBooks’ Accounting Partner Program has customized, group certification for our member accounting firms. In just 4 hours, have your staff FreshBooks- (and Collaborative Accounting)-certified through our interactive learning sessions. Each team member will earn 3 CPE credits, benefit from training examples relevant to the work you do at your firm, and take home valuable resources they can use in their consultations with clients.
Table of Contents
What Does Live Certification Cover?
As part of a larger group or in a session exclusively for your firm, your staff will:
- meet the FreshBooks team
- get an overview of FreshBooks and our Accounting Partner Program
- understand which clients and industries are ideal for FreshBooks
- learn how to set up your Accountant Hub to test features
And let’s not forget all the FreshBooks features you’ll have access to. Estimates and Proposals, Projects, Time Tracking, oh my! With your access to even more:
- Invoices and Payments
- Expenses, Bills, and Payroll
- Bank Reconciliation, Chart of Accounts, and Journal Entries
- P&L, Balance Sheet, and other reports
The certification will teach your staff all about Collaborative Accounting™, the industry’s only methodology that empowers clients and accountants to work together in one simple workflow.
For example, they’ll have the opportunity to role-play collaborative conversations with clients, exploring insights from their P&L reports and addressing business challenges that keep them up at night.
Each module that covers a FreshBooks features follows a learning approach that helps cement knowledge:
1. See It
See how to complete each task under the feature. Tackle questions like:
- What is the feature and the related tasks to be completed?
- Who will be responsible for it (client or accounting professional)?
- What are the Collaborative Accounting opportunities?
2. Try It
Apply what you’ve learned about the feature with case studies tailored to your accounting firm’s needs. Your staff will complete relevant exercises in real time, gaining hands-on experience as they practice implementing FreshBooks in your firm.
3. Do It
Hear from accounting pros like you! For every FreshBooks feature, we share real stories from professionals highlighting the benefits of adopting Collaborative Accounting.
4. Prove It
Now it’s time to test your knowledge. Wrap up the certification with review questions at the end of each module as well as a final quiz to receive 3 CPE credits.
Is the Live Training Interactive?
The FreshBooks certification training is designed to engage your firm’s staff with relevant examples, case studies, and exercises that ensure they’re comfortable with the platform.
What Will Each Participant Take Back to Their Desk?
No FreshBooks certification program is complete without practical resources for learners to refer to when they’re working with clients. You can expect:
- Conversation starters and sample scripts to help get your clients interested in adopting FreshBooks, onboarding, and offering financial insights.
- Checklists for your clients. These will act as a guide to help them discover how to operate our intuitive, easy-to-use platform. Plus, bonus points! Your clients will soon be responsible for these tasks in the Collaborative Accounting workflow.
- Templates to help communicate and guide conversations about handing over the work at the end of the month using Collaborative Accounting.
- Contact information for your dedicated Partner Consultant and Partner Support team.
Why Would Accounting Professionals Prefer Firm Training Over a Self-Serve Session?
While some learners like to do their continuing education on their own, firmlive training has advantages.
Break Up Learning It
Your firm could offer FreshBooks certification in bite-size sessions over one or more days instead of 4 straight hours. A sample schedule:
- 1: Introduction to your FreshBooks team.
- 2: Certification on FreshBooks and Collaborative Accounting including final quiz
- 3: Fire away with any questions and client-specific inquiries
- 4: Set up your FreshBooks accounts.
- 5: Get support as you onboard clients
Get Tailored Training
FreshBooks can design training and examples to your accounting firm and its clients so learning is relevant and timely for your team.
Ask Questions in Real Time
Whether you’re perplexed by a concept or have a burning question about how you would employ FreshBooks (or Collaborative Accounting) with a specific type of client, you can interact with FreshBooks experts.
Train All Staff at Once
Workloads and enthusiasm for professional development can vary among team members. Firm training ensures that everyone gets access to the same learning at the same time, so they can support each other afterwards.
Promote Team Building
When team members get certified simultaneously, their learning is more impactful. They can work together on training examples, brainstorm applications in their day-to-day work, and enjoy the camaraderie that comes with collaborating.
What Do Past Participants Say About FreshBooks’ Certification Training?
“The course content was well presented and workflows are a valuable resource for adding advisory clients.”
— Teresa Thomas
“This is the best certification course I’ve ever seen in the accounting space. Multiple ways to learn. Not an overwhelming wall after wall of text. Questions that were challenging but doable if you went through the material. Actually provided a philosophy rather than just the kind of ‘this is how you use the platform.’”
— Kristen Nies Ciraldo
“Awesome! My favorite was the client/accountant examples. Just what I needed to practice! I’ll definitely be referring back to those examples in real life!
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Ready for Certification Training for Your Firm?
Register your interest at accountant@freshbooks.com. A member of the FreshBooks Accounting Partner Program team will be in touch to talk about the learning and development you need to become a FreshBooks-Certified firm.
If Freshbooks is of interest and you'd like more information, please do make contact or take a look in more detail here.
Credit: Original article published here.