Small Business Financial Reporting
FreshBooks makes it easy to know exactly how your business is performing. With our straightforward dashboard and reports, your success will never be a mystery. Plus, they’re detailed enough that your accountant will love you.
Instantly See How Well Your Business is Performing
Ready-made Financial Reports When You Need Them
Let FreshBooks crunch the numbers for you. From your Dashboard, you can conveniently access important reports (like profit and loss) and skip the math headaches. You’ll save time and make tax season stress-free.
Confidently Tackle Tax Time
Be confident when tax time rolls around. In FreshBooks, all your numbers are in one place – from the money you’ve collected to the taxes you’ve already paid and everything in between. Filing will be a walk in the park.
Even More Dashboard + Reports to Keep You On Track
- Color-coded breakdown of spending
- Summary of most recent activity
- Profit and Loss Report
- Sales Tax Summary Report
- Accounts Aging Report
- Payments Collected Report
- Accounting Reports (General Ledger, Trial Balance, Chart of Accounts)
- Expense Report
- Invoice Details Report
- Report filtering by client, team member, or date
- Save, export or print financial reports for your accountant
- Time Tracking and Project Profitability reports
Frequently Asked Questions
Can I generate a year-end business report in FreshBooks?
The Reports on your dashboard will give you easy access to all of the business reports available in FreshBooks.
Can FreshBooks generate financial reports?
From Profit & Loss to the Sales Tax Summary, FreshBooks gives you standard business reports to help you understand your business’ health. Better yet, you can even easily download the reports to share with your accountant.
Can FreshBooks generate accounting reports for Tax-time?
While FreshBooks doesn’t generate tax-time specific accounting reports, you can easily get all the information you need to file your small business taxes from the reports provided.
Can I generate a Profit & Loss report in FreshBooks?
Absolutely. FreshBooks makes it easy to keep a close eye on the bottom line with Profit & Loss Reports you can whip up in mere seconds. Plus, each account has a spiffy dashboard that neatly displays how much your business has spent vs. earned over your selected period of time.
How does Project Profitability work?
Project Profitability allows you to track your Projects’ performance to see how profitable they are. Project Profitability also helps you better manage team members and see how time and expenses are being tracked to help you make better business decisions.
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