What is FreeAgent Accounting?
FreeAgent is a user-friendly cloud-based accounting software designed to simplify business financial management. Whether you’re self-employed, a freelancer, or running a small business, FreeAgent makes accounting tasks straightforward and accessible – from anywhere, at any time.
As a FreeAgent Bronze Partner, we are proud to offer expert guidance on this versatile platform. Additionally, FreeAgent is free for businesses with NatWest, Royal Bank of Scotland, Ulster Bank or Mettle bank accountants, making it an exceptional solution for cost-conscious businesses.
With FreeAgent, you can manage bookkeeping, send professional invoices, track time, and even file VAT or self-assessment returns directly to HMRC. The software offers both a desktop version and a mobile app, seamlessly synchronising to provide real-time updates on your finances.
Why Do You Need FreeAgent?
If you’re a small business owner or self-employed professional looking to streamline your accounting and comply with HMRC’s Making Tax Digital requirements, FreeAgent is a fantastic option.
It’s particularly beneficial if you hold a qualifying business bank account, as the software may be free of charge. For other users, competitive pricing ensures FreeAgent remains an affordable choice.
What Are the Benefits of FreeAgent?
FreeAgent is packed with features designed to save time, enhance accuracy, and simplify compliance with tax regulations:
- Bank Reconciliation: Automatically imports and categorises transactions from your bank account.
- Invoicing: Create and send professional invoices in minutes.
- Expense Tracking: Log expenses on the go using the mobile app.
- Time Tracking: Easily track billable hours for projects.
- Payroll: Integrated payroll functionality for employee management.
- Tax Filing: Submit VAT and self-assessment returns directly to HMRC.
- Project Management Tools: Manage jobs and monitor profitability in real-time.
- Mobile App Access: Stay connected to your finances wherever you are.
FreeAgent’s comprehensive dashboard offers clear insights into your financial health, helping you make informed business decisions.
FreeAgent Training in Stoke-on-Trent
While FreeAgent is intuitive, we recommend an introductory training session at our office in Blythe Bridge, Stoke-on-Trent, or via Teams to ensure you’re making the most of its features. This will help you set up your accounts correctly, automate key processes, and fully understand the system’s capabilities.
Advanced training is also available for businesses seeking to delve deeper into financial reporting, project tracking, or payroll management.
How Can I Set Up FreeAgent Accounting?
Setting up FreeAgent is straightforward. You can subscribe independently or take advantage of our Bronze Partner services for expert setup and support.
If you qualify for free access through your bank, we can help ensure your account is linked correctly and ready to use.
For personalised accounting advice and digital solutions tailored to your needs, contact us today. Whether you’re new to digital accounting or considering switching from another platform, we’re here to help.
Get in Touch!
For expert guidance on FreeAgent or any of your accounting needs, call the Key Accountancy Services team today on 01782 405442 or send us a message.