The Unique CPA

Collaborative Accounting with FreshBooks

Jul 9, 2024
Laura Crean, Partner Program and Education Manager at FreshBooks, shares her journey from Ireland to leading innovative changes in accounting software. She dives into FreshBooks' exciting transition to a comprehensive general ledger system and the Collaborative Accounting Framework, which enhances collaboration between accountants and business owners. The discussion emphasizes the importance of continuous learning, effective communication, and nurturing firm culture for a fulfilling work environment in the accounting profession.
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ANECDOTE

Laura's Career Journey with FreshBooks

  • Laura Crean shared her journey from Ireland to Canada and joining FreshBooks after leaving a renewable energy job.
  • She rose from support specialist to partner program manager, gaining deep insight into client and accountant needs.
INSIGHT

Evolution to Collaborative Accounting

  • FreshBooks evolved from an invoicing platform to a full general ledger system, enabling true collaboration between accountants and business owners.
  • Their 2023 launch introduced the Collaborative Accounting Framework for improved workflow and partnerships.
ADVICE

Divide Tasks for Efficiency

  • Divide accounting tasks: business owners handle pre-accounting tasks and accountants focus on month-end, reviewing, and advisory.
  • Empower clients to handle inputs timely to improve efficiency and reduce stress for accountants.
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