Question 1

How can I make sure my freelance FreshBooks expert is the right match?

Accepted Answer

Ask about their experience using FreshBooks for businesses similar to yours. Check if they have positive reviews from past clients on Contra. Look at their past work to see if it matches what you need.

Question 2

What should I discuss with my FreshBooks expert before starting the project?

Accepted Answer

Discuss your business goals and how FreshBooks can help achieve them. Make sure both of you understand the scope of work and key deliverables. Agree on the timeline for completing tasks, like creating financial reports and invoices.

Question 3

What details are important to agree on with the FreshBooks expert?

Accepted Answer

Agree on the type of financial reports and the level of detail you need. Make sure you both know how often the reports should be updated. Decide on the format and structure of deliverables like invoices and expense statements.

Question 4

How can I ensure clear communication with my freelance FreshBooks expert?

Accepted Answer

Set up regular meetings or check-ins to discuss progress and challenges. Use simple language to explain what you need in terms of accounting tasks. Make sure you both agree on the best ways to communicate, like email or video calls.

Question 5

What should I include in the project brief for my FreshBooks expert?

Accepted Answer

Include a summary of your business and its financial management needs. List specific tasks you want the expert to handle, like tracking billable hours. Share any deadlines and preferred styles for reports and invoices.

Question 6

How can I make sure the FreshBooks expert understands my business?

Accepted Answer

Provide a brief history of your business and its current financial processes. Share examples of past reports or invoices if possible. Explain any unique financial aspects of your business, like project expenses or client billing.

Question 7

What steps should I follow to get started with a FreshBooks expert?

Accepted Answer

First, have an initial meeting to outline your expectations and project goals. Set up necessary access permissions in FreshBooks for the expert. Make sure they understand your timeline and deliverables before they start working.

Question 8

How do I keep track of my progress with the FreshBooks expert?

Accepted Answer

Set milestones within the project and check progress regularly. Use FreshBooks to monitor completed tasks like invoicing and financial reporting. Communicate openly if anything seems unclear or off track.

Question 9

What's the best way to handle feedback with my FreshBooks expert?

Accepted Answer

Provide feedback based on the agreed deliverables and timeline. Use constructive language to address any concerns. Encourage the expert to share their perspective and solutions to improve the work.

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