A nationwide practice

JF Financial Management Limited set up shop in 2012 and about six months later started using FreeAgent with their small business, freelancer and contractor clients. Their clients are all over the UK but a good number of them are in and around London and Kent.

Life before FreeAgent

“Before FreeAgent we were mainly working from spreadsheet data, but this way of working was extremely slow and not easy for clients. One of our earliest clients was using FreeAgent so we had to work out how to use it ourselves. We still use Xero for some of our bigger clients but we mainly use FreeAgent as it’s better suited to our client base of freelancers, contractors and small, modern businesses.” About 70% of their 180 clients now use FreeAgent.

"We actually get new clients now because we’re FreeAgent experts.”

“Our clients love it as they find it so easy to use. We’re in contact with most of them regularly and are able to work proactively with them. Using FreeAgent has made our business more efficient and we can add more value to our clients. We actually get new clients now because we’re FreeAgent experts.”

John Falcon

John Falcon, Director
Practice name: JF Financial
Location: Nationwide
Age of business: three years
Size of business: 180 clients
Number of partners: two