Course Objectives
By the end of this course, participants will:
- Gain proficiency in using FreshBooks and Wave for accounting tasks.
- Learn how to manage invoicing, payments, expenses, and reporting.
- Be able to integrate both platforms with other business tools and manage financial operations effectively.
Introduction to FreshBooks and Wave (2 Classes)
Class 1: Overview of FreshBooks and Wave (2 hours)
- Introduction to FreshBooks and Wave
- Differences between FreshBooks and Wave
- Features comparison and choosing the right tool for different needs
- Setting up accounts in FreshBooks and Wave
- Overview of dashboards and navigation
Class 2: Initial Setup and Preferences (2 hours)
- Setting up company profiles
- Customizing invoice templates
- Setting up tax rates, payment methods, and business details
- Configuring user roles and permissions
Managing Clients, Invoices, and Payments (3 Classes)
Class 3: FreshBooks Client Management (2 hours)
- Adding clients in FreshBooks
- Customizing client profiles and settings
- Managing contacts and client details
Class 4: Wave Client Management & Invoices (2 hours)
- Adding clients in Wave
- Creating, customizing, and sending invoices in Wave
- Managing client payments and payment reminders
Class 5: Invoice Creation and Payment Collection (2 hours)
- Creating invoices and recurring invoices in FreshBooks
- Accepting online payments and tracking payments in FreshBooks
- Payment options in Wave and managing payment statuses
- Handling partial payments and deposits
Expenses, Bills, and Purchases (3 Classes)
Class 6: Managing Expenses in FreshBooks (2 hours)
- Adding expenses and categorizing them
- Uploading receipts and managing expense categories
- Tracking business expenses and organizing them for taxes
Class 7: Managing Bills and Vendor Payments in Wave (2 hours)
- Creating bills and setting up recurring bills in Wave
- Managing accounts payable
- Recording bill payments and expense reporting
Class 8: Tracking Expenses and Budgeting (2 hours)
- Budgeting and tracking spending in FreshBooks
- Expense tracking in Wave
- Generating expense reports and reconciling accounts
Financial Reports and Reconciliation (3 Classes)
Class 9: FreshBooks Financial Reporting (2 hours)
- Generating and customizing financial reports (P&L, Balance Sheet, Cash Flow)
- Analyzing reports for decision-making
- Creating custom reports in FreshBooks
Class 10: Wave Financial Reporting (2 hours)
- Overview of financial reports in Wave
- Generating profit and loss, balance sheets, and tax reports
- Customizing and exporting reports
Class 11: Bank Reconciliation (2 hours)
- Connecting bank accounts to FreshBooks
- Performing bank reconciliation in FreshBooks
- Using bank feeds and matching transactions in Wave
- Reconciling bank statements and fixing discrepancies
Payroll, Taxes, and Advanced Features (3 Classes)
Class 12: Payroll Management in FreshBooks (2 hours)
- Setting up and running payroll for employees and contractors in FreshBooks
- Managing pay rates, deductions, and benefits
- Payroll reports and tax filing in FreshBooks
Class 13: Taxes and Sales Tax Management (2 hours)
- Setting up sales taxes in FreshBooks and Wave
- Tracking and filing sales tax in both platforms
- Handling tax adjustments and reporting
Class 14: Integrations and Add-Ons (2 hours)
- Integrating FreshBooks and Wave with third-party tools
- Syncing with payment gateways, CRM, and inventory systems
- Exploring FreshBooks’ and Wave’s add-on features
Final Review and Advanced Topics (2 Classes)
Class 15: Managing Multiple Businesses (2 hours)
- Setting up multiple businesses in FreshBooks and Wave
- Switching between businesses and managing financials across multiple entities
- Best practices for managing multiple accounts
Class 16: Advanced Tips, Q&A, and Troubleshooting (2 hours)
- Advanced tips for using FreshBooks and Wave efficiently
- Troubleshooting common issues in both platforms
- Q&A session and final project: Practical scenarios and problem-solving
Key Highlights
- Practical Assignments: Weekly tasks based on real-life business cases.
- Interactive Learning: Discussions and hands-on exercises to strengthen learning.
- Certification: Upon course completion, participants will receive a certificate of proficiency in FreshBooks and Wave.
Course Details
Duration: 2 Months
Class Frequency: 2 Classes per Week
Class Length: 2 Hours per Class
Total Classes: 16
Course Fee: BDT 8,000.00 (Discounts are occasionally available.)
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Note: Inside, we have more details about the module breakdown. In-class will be discussed.
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