Case Study: Heritage Business Services achieves simpler remote bookkeeping and better client support with FreshBooks

Why Visionary Bookkeeper Kate Chooses to Serve FreshBooks Customers

Heritage Business Services, founded by Kate Josephine Johnson in Virginia Beach, VA, helps small-business owners and solopreneurs manage bookkeeping remotely. The firm’s challenge was that many clients were confused by accounting software designed for larger enterprises and needed a simpler, more approachable way to handle their books. FreshBooks was a strong fit because it is built for small businesses and easy to use.

FreshBooks provided Heritage Business Services with FreshBooks Reports, certification training, and the Accounting Partner Program, enabling Kate to specialize in supporting FreshBooks users. The solution helped her deliver clearer financial insights, including expense analysis grouped by merchant, and support clients through video walkthroughs and remote monthly reporting. As a result, Heritage Business Services improved its ability to serve clients remotely, while Kate built a differentiated practice centered on FreshBooks expertise.

Heritage Business Services

Kate launched

Heritage Business Services