Podcast FreshBooks or QuickBooks? Battle of the ‘Books’
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[00:00:00]
Introduction and Welcome
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Dan DeLong: Welcome everybody to another Workshop Wednesday, which is all about casual conversations for serious workflows brought to you by schoolbookkeeping. com, where you can learn QuickBooks your way. But we're actually not going to be talking too much about QuickBooks today, which is a. Left.
What is it? [00:01:00] Curveball. There we go. That's the word I was looking for.
Meet Kate Josephine Johnson
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Dan DeLong: Because we have a new face that we want to talk introduce to everybody watching the workshop or listening to the workshop. Is Kate Josephine Johnson. Tell everyone introduce yourself for those that don't know.
Kate Johnson: Yeah, I'm Kate Josephine Johnson.
I have a firm called Heritage Business Services, and I have niched in the software called FreshBooks. I also have a community of accountants called the Bookkeeping Side Hustle Community, too. Some of y'all might know me from there, but I'm a real firm owner. I really work with clients, but I exclusively serve them if they are using the FreshBooks General Ledger.
A little bit about me.
Dan DeLong: All right. And, tying into to between you and Rachel, you guys were actually roomies or something like that, right? Yeah.
Kate Johnson: Twice.
Rachel D: Yeah. And we're going to be roommates again.
Kate Johnson: Yep. In Orlando this summer. Yeah.
Dan DeLong: All right. Now [00:02:00] last week we had Matt Fulton on. He talked to us he was playing the part of Rachel as the co host that day because I was in Florida.
You decided to go on vacation, of all things? My goodness, how dare you? But we were talking last week about is the grass greener, right?
Kate's Journey with FreshBooks
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Dan DeLong: So like we unpacked and we talked a little bit about all of the things that Intuit and QuickBooks is doing to the accountant community at large and some of these things might be triggering events for people to look for other alternatives and so Kate I wanted to have Kate on to talk about you, you've already ventured into this grass being potentially greener or in FreshBooks case, bluer, because they don't work with green.
But just talk a little bit about your journey. Did you [00:03:00] start out with FreshBooks and go into QuickBooks or did you get into, start with QuickBooks and be like my firms tend to. Have a specific client and this FreshBooks and QuickBooks kind of overlap. Talk a little bit about that experience.
Kate Johnson: Sure. I grew my firm slowly. I think I technically got my first client in like 2017, very slow as my kids were getting into like preschool a couple of days a week. And I started with QuickBooks online. It's an amazing software. You can make a great living. Being a great accounting professional on that software.
So I did that, but there was a moment, it was my first accounting conference. It was the first scaling after COVID started. And it was like, I had committed to going to an accounting conference. And so I just went to the one that was going to be available and some. Some conferences are more cautious than others, but scaling happened and I went and It was an amazing pivotal moment for me [00:04:00] as a business owner, but I had a moment there where I thought i'm never going to be able to stand out in this Everyone, the, amount of, experience they had in the software, I was coming with zero.
I didn't know the difference between Quicken and QuickBooks before I started I, took the pro advisor training and became a pro advisor and I'll all self taught, I didn't work in a firm. I don't have an accounting degree. And I was like, I can't, I'm not going to be able to, so I wanted to be a.
Bigger fish in a smaller pond was the moment that I had. And now, and so that began this journey of like, how do I do that? Are there other things that I can do? Cause I'm never going to be this. The best go to QuickBooks person, and I just knew that and so I started looking at FreshBooks.
Honestly, I don't think it was, I don't have a moment of where I thought, this is the software that I want but probably it had [00:05:00] something to do with the fact that their accountant support team was so good or so, so dedicated to helping me, and so I'm guessing I had some troubles, I submitted some port tickets, they got me out of a jam, and I was like, okay, y'all are my Y'all are my people.
And that's probably a big deal though.
Rachel D: That to me,
Kate Johnson: the support is amazing. So like I got a little shirt, they send me stuff. They sent me this, like they are, they're in like a hustle mode. They are really targeting accountants right now. The software is old. Their accountant channel is not very old.
And so we get the, Royal treatment. We have the best support we have, It just, I can't even, we can talk about support if we want to, but all I can say now is it was amazing. And I wrestled with learning a new software. It stinks to have software. All the desktop to QBO people are like, it's the same story.
It's not fun at all. But those of you who like stuck it out, [00:06:00] right? Who took, who went over that hump and now are QuickBooks Online experts. You have an advantage over the people who like, eh, I'm just going to stay on desktop. I don't want to do the hard thing of learning. learning a new software.
But I did the hard thing and now I'm excellent at this one software.
Learning and Adapting to FreshBooks
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Dan DeLong: And how would you say for somebody who's maybe thinking about, okay, adding FreshBooks into my clientele software that I would support, what, should they What was your experience about learning it, and how much time should they give that kind of honeymoon period of I'm still learning this software?
Kate Johnson: I think it's, you're gonna, it's not that hard to learn. I think the bigger mental block people are gonna have is it's, especially if they're coming from being true QuickBooks experts, which I'm guessing those are probably y'all's audience. Like you are, you can do backflips in this software, right guys?
[00:07:00] Like in QuickBooks Online. And You can do amazing things for companies financials and you won't be able to do those amazing though as amazing of things with FreshBooks. I actually confirmed this with FreshBooks today. I asked them when did FreshBooks become a double entry software and it was 2019.
That's what the answer I just got back today. So I really have all day been wanting to say this if y'all remember, I don't know what year QBO came out. And people were mad, and it wasn't as good, and now everyone who did take the plunge and change, it's pretty good, right? There's lots of desktop people who say, oh, Kindle desktop does a few things better, but QBO has shaped up.
Well, FreshBooks started that, make that jump between it's a software that is less old than QBO, and it didn't come with the history of the power that QuickBooks Desktop had. So that development capital that they had to build a new software, it's [00:08:00] not coming with even anything like the parent software being even as good as QuickBooks Desktop was.
So that's the gonna be the hard thing It's limited.
Rachel D: What about the, One of the things that I really like about QuickBooks Online and the reason that I use that exclusively is its ability to sync with a lot of other outside apps. Does FreshBooks offer that, or not so much?
Kate Johnson: I would say don't switch to FreshBooks if that's what you need.
It has an app store, so if you go and you're in an account, there's a button that says apps, and it has a lot of things listed. But what I have found is that in America, smart coders, they're gonna build for QuickBooks Online first. Okay. And then, Sorry, go ahead. Then they'll build for Xero, and then they're gonna, what it feels like to me at this point, 2025, when we're recording this, is that there's almost like some intern who gets like the summer project of build an [00:09:00] app, build an integration with FreshBooks, and so then FreshBooks puts it on their site, that app puts it on their site, but no one's babying it, no one's loving it, no one's doing what has to happen to keep it rich and robust and growing, that integration.
There's really none that I even recommend clients use. You're doing all
Rachel D: of the things in FreshBooks and does it have the same sort of concept where you're entering the things into the software and then you're, the ultimate goal is to spit out financial statements?
Kate Johnson: Yeah, I would say that's a fine description.
The bank connection is, what's like bringing in a lot of that data. It brings in all the expenses the ideal workflow is that like clients are creating invoices, like it's really hard to do invoicing for clients, right? AR is hard to do. So it's beautiful. It's supposed to be easy. But the clients do that.
Then you're going to see deposits from the bank that you can match to certain invoices, special test payments.
Rachel D: Yeah, it's not that [00:10:00] fundamentals are not wildly off from QBO.
FreshBooks vs QuickBooks: Key Differences
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Dan DeLong: Let's just put in the QR code for Kate's video, where she unpacks and talks about the comparisons between, QuickBooks Online versus, versus FreshBooks.
And my experience with with FreshBooks, was I would say I worked at Intuit, so I had heard of this thing called FreshBooks but I never really, dove into it, no pun intended, but when I was at QB Connect or Intuit Connect last time, I was trying to find a solution for a client who had moved from enterprise to online, and someone had mentioned, hey, maybe look at FreshBooks to answer to, to sync with QuickBooks, and to my surprise, there is this, Fresh books invoicing [00:11:00] that synchronizes with QuickBooks Online.
So I thought that's like really weird for fresh books and QuickBooks to be talking as I thought they were. Essentially competiting. What what, is that? Because I, tried to set it up and then it didn't work. So I, of course, abandoned it. So that's as far as I got.
Kate Johnson: I don't know if that, how that integration works now.
But I'll tell you the reason why. It exists is because from the early 2000s, when FreshBooks started, it was just an invoicing software. It did not have financials behind it. It got a balance sheet in 20, 20, 2019. Okay. And so where FreshBooks shines is on the invoicing side of things, billable time marking up expenses and pushing them to invoices tracking to like different.
If you, have a, junior architect and a senior architect that can track time at different cost rates and that would get pushed to an invoice [00:12:00] and lots of really robust invoicing features, because for years, that's all it did. And so then they're just slapping on the double entry part like after that, but it's invoicing is still the most robust and so it make, I actually, so it's interesting that you've said it doesn't sync to QuickBooks anymore, I guess now it
Dan DeLong: does.
It does, and it would. I just, it didn't do, it didn't work for the solution that I was trying to find. Okay, yeah, he said it didn't work for him,
Rachel D: so he abandoned it.
Dan DeLong: Yeah,
Rachel D: it worked.
Dan DeLong: It
would have, worked, but it didn't solve the, problem that I was, struggling to find out with what QuickBooks invoicing didn't do, that potentially what I was hoping that FreshBooks would do.
Kate Johnson: There are still people who use FreshBooks just for invoicing. It's a cheap I don't know 30 bucks like there's different levels but And you just want to make an invoice. It has a [00:13:00] prettier look to it. I think that Creatives are into I don't know. Lots of white space which drives me crazy I want like I want lots of tight lines, but yeah,
Dan DeLong: What would
Ideal Clients for FreshBooks
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Dan DeLong: you say would be like the ideal client that should maybe start with?
FreshBooks as opposed to going into the, QuickBooks realm or, what have you seen?
Kate Johnson: So I knew that you were going to ask that. And so freshbooks. com actually has a pretty good list. So I'm just going to read it. Marketing and agencies, creatives, construction and trades, consulting, IT and technology, legal.
And then it says business and professional services. I'm going to make some caveats. Legal does not mean. Trust accounting, but if it's like a consultant lawyer, it's fine But not trust accounting and then for construction and trades not like new builds nothing that's heavy on the balance sheet That's where the balance sheet [00:14:00] is like the weaker part right now.
But yeah freshbooks. com Small click the small business button and that list is pretty good. I don't find it to be disingenuous They're not putting things on the list There's no e commerce for instance mentioned And you shouldn't use it if you're an e commerce person because e commerce people don't send invoices They send like sales receipts at the point of sale, right?
So
Dan DeLong: Yeah, so it seems like service
Rachel D: integrations though. I'm looking at it right now. It syncs with Gusto and Zapier and HubSpot and all this cool stuff. Oh, thumbs
Dan DeLong: down for those that are listening.
Rachel D: Not so much. Okay,
Kate Johnson: nevermind.
Dan DeLong: What, explain the thumbs down, Kate.
Kate Johnson: It's, I don't know, just like what I said before.
It's just they're not, thoughtful. They're not thoughtful integrations. I find that In turn.
Dan DeLong: The honorable mention, the participation trophy
Kate Johnson: of of
Dan DeLong: integrations that's what they are.
Kate Johnson: Yeah there's a, I actually, the gusto one is one that they've been pretty proud of, and [00:15:00] I tell people, don't turn on the integration, it causes more harm than it does good.
Dan DeLong: It seems like FreshBooks is pretty well geared towards the service based industry, right?
Challenges and Limitations of FreshBooks
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Dan DeLong: If you sell stuff, FreshBooks is probably not for you.
Kate Johnson: Yep, thumbs down. If you sell stuff.
Dan DeLong: Even though their marketing says, you can sell, there's inventory tracking, or those features exist.
Kate Johnson: Yeah, I hate that it says that.
There's a button, technically, in FreshBooks that is a button for inventory, but Yeah, It is not it doesn't go to the balance sheet. It's not like a true accountant's definition of what inventory means. It like, it might help someone track their units. But I don't work, I work with clients all day long.
And I work with a lot of clients because I do a lot of training. I do, so I have a high volume of like lower, of clients who pay me less, right? I work with lots of hourly training people. And [00:16:00] they, I don't know any, I don't work. There's no success story. There's no use case that I've had where I'm telling someone to use the inventory button Hundreds I've seen hundreds of fresh books files Instead of a smaller number of monthly recurring clients like most firms do I've seen hundreds of fresh books files and no one uses the inventory button
Rachel D: and she has a really cool model to where you'll have Fresh books like business owners come in and you'll mentor them like in a big group and have office hours and it's just so cool because she was explaining that to me one time and it's really, different.
And I really liked that. What, when you said that you, felt like, Oh my gosh, everybody's doing this. I don't really want to reinvent the wheel. I want to stand out and do something different. And. I'm really motivated by that too. That's why I really wanted to focus on the inventory space because not a lot of people did so I just thought, Oh, I guess I will.[00:17:00]
And and so it's so I, but it seems like that this has been really great for you and you're, known as the FreshBooks gal.
Kate Johnson: Yeah, so there's no one else doing it. When people, all my marketing is inbound because I create tutorials on YouTube about FreshBooks. If you watch them, you will not be impressed by the looks, but you will be impressed by the brains, okay?
The bar is so low, people. It's because there's no competition. I just get to explain myself, explain my thoughts. And they're good thoughts. And so that's what people are drawn to. And literally all of my prospective client intake forms, how did you hear about me? It says YouTube. And I am inviting all accountants come to the FreshBooks world.
Community and Support in FreshBooks
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Kate Johnson: I, y'all will make me better if there are more people who are willing to just say, Hey, I'm going to be a little funky. I'm ready for a change. I am willing to do what it takes to learn something new because if you do, you [00:18:00] will have no shortage of clients because we don't need a lot, right? Like we can make a great living with a small portfolio of clients or a medium sized portfolio of clients.
And there's, I don't, there's countless numbers of FreshBooks users, so you just need the tiniest slice of people to help. And that's how I, that's how I think of it. I am. I have more than enough. The pie is still really big, y'all. So come on over if you want to do this, because then we'll all get smarter together.
Right now, it's just me laying in bed, thinking of all these I lay in bed, and I think of these hacks like, the really good QBO people, and you get so excited when you learn from them, because you're like, oh, they figured out this thing! And that's what I do. I figure out this thing, but I wish more people were helping me figure things out.
Rachel D: Yeah, it's so satisfying to do that. But, what I was gonna say is, A lot, I'm telling you, all I do is fix, now more lately than not, is inventory in QBO. I fix that. But [00:19:00] there's so many points of entry where business owners can just create problems and cause errors in QBO. And I think that a lot of times it's just too complex for maybe somebody without any bookkeeping training or accounting training.
There is an argument to, to use something a little more simple and less opportunity to goof things up. So there's FreshBooks, I would think would be great for that.
Kate Johnson: Yeah, another way I describe it is FreshBooks ideal customer is my ideal client. I, am not looking to take on a heavy lift of an accounting like Problems.
Okay. So and maybe that's like a low confidence thing. I don't know, but I'm not an accounting major I had two accounting classes like in the early 2000s Okay, I have an MBA, but I think my skills are such that that's I'm able to help like the group office hours It's I like helping the little guys.
And [00:20:00] so that's a really scalable thing where I show up To my weekly meetings and my group members come and they get to ask on average about one to two questions a week, but that's what they can afford right now. And I'm a hero to them and I love it. I like teaching and that's that's my style rather than some of y'all who are like really varsity accountants.
Like you're probably going to be let down cause you can't do a lot of varsity accounting in fresh books yet as a 20, 25. But I don't want to be doing that. I don't want to be doing that. So that's why it's a good match for me.
Dan DeLong: Do you find Kate that, you, have a client and they already have the solution or do you like, I need a solution and you would say, okay QuickBooks is probably better for you or FreshBooks will be better for you.
How are they normally coming to you? Is it mostly because they find you on? YouTube and then say I needed someone to help me.
Kate Johnson: Yeah,
Dan DeLong: they already have fresh books
Kate Johnson: Almost always I do talk to people who made a bad choice and have [00:21:00] to move to a different software I tried i've gotten better My intake form is better about trying not to talk to those people because I do have a free 15 minute intake situation and I would have more people booking those than I want.
So I have to be careful, but I've gotten better. If someone shouldn't be, I only talk to you if you use fresh books. But the truth is people aren't finding me before the purchase. I'm not trying to help get them to find me before the purchase. So very I guess I don't say, I shouldn't say never, but almost never is someone coming and saying, I'm just starting a business.
What bookkeeping software do I use? They're usually a little bit in it. Obviously if they call me sooner, it's a Better I can help them for cheaper if they call me sooner than if they build up years of problems But everybody that's the same with any software, right?
Dan DeLong: Yeah, there's a question, in the chat here.
Let me bring it up here.
Migration from QuickBooks to FreshBooks
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Dan DeLong: Do you have an affiliate program link [00:22:00] and then there's also this other one about if I want to move qbo clients to fresh books How is that migration? experience
Kate Johnson: Let me answer the affiliate program, Link. I don't know what, I don't sell anything that's like that, so no, for for me, if you're asking FreshBooks has an affiliate program, so I do make a few hundred bucks a month.
Because some of my YouTube, there's enough of my YouTube videos, like the one that you shared, the comparison, the QBO to FreshBooks comparison, that's geared towards business owners, not towards accountants. And that leads to some clicks for people to subscribe to FreshBooks, but I've just decided I don't really want to Try to shill that, like too much so I'm not really working on that.
So that's the only like a FreshBooks kind of related affiliate program. The question about migration how to move QBO clients to FreshBooks. So certified FreshBooks [00:23:00] partners. Which is about three hours training to get online on demand training. So very similar
Dan DeLong: to the QBO ProAdvisor program training.
Kate Johnson: As of now, we have a perk of like free migrations. I would say that's probably not going to always be around. But then I also say, you've seen bad desktop to QBO conversions, like some I wouldn't try to convert someone until you've learned FreshBooks a little bit get a couple of clients who are new, who are a little junior, maybe I don't know, you can work with me to help you get some basics before you do the migration because otherwise there, there's enough differences between QBO and FreshBooks that you could really screw that up.
And what I have decided, it's been a journey, but I basically don't do any pure migrations where I just send it over to FreshBooks and say, migrate, please. I look at the QBO file and typically what I'm migrating are [00:24:00] client lists, Invoices, invoice payments, and that's about it. And then I use the bank data, and then I can bulk reclassify, like, all the expenses.
But I'm using I want the, it's important to me that the bank is the source of truth of the history of the company. And so that's I do like laser focused migration, but it's taken me a long time to feel comfortable Leading that and doing that and requesting what I want from the migration team.
Dan DeLong: Is there like a side, like not necessarily a side by side comparison, but is there a like an article that says this will come over as this to this and QuickBooks will come over to FreshBooks as this, or your invoices and payments, or is it more of almost like a sassant where I'm taking the chart of accounts.
Putting that in and then lathering, layering on top of, the data, or [00:25:00] is it you just send it to them and they hopefully will.
Kate Johnson: Yeah, I don't know. Like there's, a service and business owners pay for the same migration. We just get it for free. But that's like a, they like a migration team and I mostly just stay out of it.
And then I also. I feel usually pretty sad for the clients who come to me saying I paid for the migration. And I'm like, I'm sorry, but it was garbage in garbage out. I can't really help this file too. It's still as messy as it was in your QBO. And I guess I don't, have a exact answer.
I haven't seen an article. There probably is one. I am just so tied to my accountant people at FreshBooks that like, I don't even read, like I, I just, I go straight to them. When I have a question, I'm like What's the story here? They have a monthly Q and A that I never miss. I never miss.
And I get, you could submit your own questions and I wish more people would come to those things. But the support I just, go [00:26:00] to my humans not, the online article.
Dan DeLong: And that's, that sounds like completely reversed. It's like completely reversed from the QuickBooks world.
It's yeah,
Rachel D: they're trying to avoid support at all costs.
Dan DeLong: And they're doing everything they can to not talk to you.
Rachel D: Yeah. Yeah,
Dan DeLong: here it is. Fresh books is, a little bit more on the other side of that there. Please talk to us.
Kate Johnson: Yeah. And let's be honest should they succeed? It's not always going to be this way.
Hopefully I'll be retired, maybe having sold the firm but there's this funness y'all of just being a different going against the grain. I liked it. I get to have a. It's like the second Wednesday, I think, of the month. It's on my calendar. I don't miss.
I love those people. There's one in particular. I've if I ever meet him in person, he knows that I'm going to jump into his arms and cry. I have told him that, and he's probably thinking, okay, crazy redhead, but that's the That's like what he has meant to me is [00:27:00] I, literally think if I lay eyes on him and can touch him, I will break it, burst into tears.
Rachel D: But you know what that you're doing is that like somebody like Dan, he was, I don't know, into it for what, 20 years. Now he has built this whole cottage industry of. Training and teaching and supporting people in QuickBooks and has the school of bookkeeping and like real live answers where you could ask him anything and you know He'll support you in the background So you don't ever have to contact support like you'll probably get to that point where that's what you'll be for FreshBooks because eventually they'll get big enough that they'll their support will completely go downhill.
Yeah.
Dan DeLong: I
think what, Kate's wanting is other people instead of Kate's not scalable. She needs a, she needs another, face in the crowd to be able to do that.
Kate Johnson: And I, what I really need is like smarter accountants. I have to think so hard, and [00:28:00] I'm successful, I have plenty of credentials, but at the end of the day the true accounting nerd, I am not.
And if someone was like, if someone could have my enthusiasm coupled with this really intense accounting brain, they would blow me out of the water. Okay, and that there's still room for that. I am gonna say, I do tutor accountants, so if you need a meeting with me, I'm, not, I'll take, I will support accountants now.
I also am trying to build a community in the chat there was like a Facebook group is where I'm trying to do it, but I'll do it anywhere. I just want the community. To start getting, built. And yes, I will sell a FreshBooks course one day. And yes, I I will do all those things.
That's part of the plan. But it sure is fun. It's, been fun, fun doing it.
Rachel D: They should put you on their
Kate Johnson: website. I think they've got me on there a couple [00:29:00] times. It's best if, I think it's best if I'm still able to be really unbiased and be my own person. So I can say things like, the app store is not great, the app store is done by the intern because I want to be able to be honest.
I don't want to oversell.
Dan DeLong: Yeah, I think that, that's something that I think a lot of people can appreciate is, having that. Objective viewpoint, right? And, that's why I really appreciate it about your comparison video is that you just went through the different things that both do and gave, your grade.
As opposed to whoever was writing the article's grade, which might have a vested interest in, one way or the other, right?
Kate Johnson: Yeah, the best way to think about it though, y'all, is just again, I said 2019 is when they became a GL, put your QuickBooks hat on, and ask QuickBooks, find out whenever QBO launched, and then, Just [00:30:00] shift the timeline, and that's where it's gonna be.
And if you can handle that, then you can make a great living because there's people who need help. There are small businesses who are wanting something different, and
Dan DeLong: Yeah, if your specialty is professional services, service based businesses, it makes sense to easily go into that.
As a, as an arm of, your business, because you're essentially doing very similar workflows. It's just how, right? And you, don't want to say to somebody who came in from freshman, Oh I'm going to have to get you over to QBL because that's the only thing that I know how to do.
Rachel D: Yeah. Plus, it's really nice kind of working with DIYers and hand holding and I'm not good at that, by the way, I'm just letting you know right now, I'm the kind of person that's just let me do it, but I know that Kate and, people like Kate are really good at working with folks like that, and [00:31:00] it's cool because, The Like I said, I've heard her coaching and interacting with her community, and she's really good at it.
Kate Johnson: It's I think that, it's really there's, this moment of freedom whenever you realize what your strengths are, and start working within your strengths, and, I, get excited, like my group weekly coaching is my favorite hour of the week and that is so cool to be able to have a business where like I have that feeling, so
Dan DeLong: you just need more of those hours so that you can fill that joy more than just,
Rachel D: And there's also like a little bit of freedom and knowing that you can't do it all right.
Like you don't know it all. You can't do it all. Let's just stay in our lane and enjoy the things that we can do.
Dan DeLong: There's definitely plenty of room to fishing from an ocean, I think, is the, [00:32:00] or coopetition. I think that's the that's the term that I really like, is that working together, but also in the same, lane.
Is there anything, Kate, that you know for somebody who's potentially thinking about, Dipping their toes into the freshwater waters, that they should be mindful of or buyer beware type of things like don't other than if they carry inventory would be like no don't, even bother with, that.
Is there any workflows or feature set that you would, steer people away from just not even bothering with the freshwater?
Kate Johnson: Yeah, in the training I did for accountants in January, it's called should you convert your clients to FreshBooks in 2025, which is available for people to watch.
I have a slide that says clients you should not put on [00:33:00] FreshBooks. So I said e commerce, real estate investors, people I wrote lots of partners, but then in parentheses I wrote basically anyone who needs a robust balance sheet. Once you start really getting into some funky equity stuff, that's going to be taxing on fresh books I wrote that.
Oh, yeah inventory complex sales tax so even if they're not sometimes you get those clients that are they're not really like a retailer, but They still have like sales tax issues. The sales tax module in fresh books gives me heartburn. It really does like it's not it's just There's just something about it.
I think sales tax is hard always like no matter what the software but I would love for a really smart accountant to come in and get into The sales tax and be better at it than me, but it's hard for me. And then another one I wrote was people with a lot of expense refunds because there's a project tracking feature and there's like a weakness in the [00:34:00] code about whenever you want to return something that was from a project.
So that's my list of people who shouldn't go on FreshBooks.
Dan DeLong: Great.
Final Thoughts and Upcoming Events
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Dan DeLong: We have you have some links that we put in the comments for ways to connect with Kate. Really appreciate you taking the time. Hopefully this was a half an hour of joy. Yes.
Kate Johnson: No, this is good. This is really good too.
Dan DeLong: In the hierarchy of, Kate's week, the her, normal group, session and then the workshops, right?
Kate Johnson: Yes, exactly. Exactly. Anytime. I'll come on anytime.
Dan DeLong: We really appreciate you joining us Kate. It was really great to get to the, get to know you even better. Hopefully those that are tuning in or listening later we'll, reach out and and, find out more information about, you and Maybe join you in the fresh books.
Pool of water.
Kate Johnson: Yeah, if y'all have a client i'm having a [00:35:00] accounting session on march 13th for a session for accountants on march 13th If anyone's watching this soon and you want to know about that It's just a nitty gritty come ask me your question similar to what I do with the di wires But we I can talk different to an accounting crowd so i'm trying to keep my accountants and my Small business owners separate because I can use different language.
So
Dan DeLong: awesome. All right We will see you all next week on the workshop Wednesday. And we really appreciate you joining us this week and have a great week. [00:36:00]
