Case Study: Ledger Sense achieves better client collaboration and more strategic accounting with FreshBooks

How Accounting Pro Rebecca Works Better With Clients in FreshBooks

Rebecca Kittel, founder of Ledger Sense, needed accounting software that would make it easier to collaborate with small business clients while keeping books accurate and up to date. Working with FreshBooks, she wanted a platform that was simple for non-accountant business owners to use and supported shared workflows for time tracking, invoicing, and reporting.

FreshBooks implemented Time Tracking, Invoices, Accounting Reports, and Accountant Access to support Rebecca’s client collaboration. As a result, clients could handle pre-accounting tasks directly in FreshBooks, while Rebecca focused more on bookkeeping and strategic advisory work; her day-to-day process with clients became routine, and the setup has worked smoothly for more than two years.

Ledger Sense

Rebecca Kittel

Accountant and Owner