Resources for accountants

A library of useful resources for you and your clients.

Guides for you and your clients

The MTD for VAT Express is here

Download everything you need to get all your clients sorted for MTD for VAT in double-quick time and with minimal hassle.

How to become a self-employed bookkeeper

Whether you’re at the beginning of your bookkeeping career or you’re thinking of making the switch to self-employment, this guide will help you get to grips with starting a bookkeeping business.

Webinars and videos

Not a FreeAgent accountant or bookkeeper yet? Find out more about joining our Partner Programme.

How to help your clients embrace digitalisation

Technology has changed the accounting industry, but are your smaller clients along for the ride? Watch this CPD-accredited webinar for practical tips on how practices have helped smaller clients embrace digitalisation.

New tax year: spring clean your practice processes

From onboarding to pricing, watch this CPD-accredited webinar recording to help you prepare for the year ahead and improve efficiency for both you and your clients.

MTD for ITSA delay: keep your clients on the digital path

Feeling unsure about your next steps following the delay to Making Tax Digital for Income Tax Self Assessment (MTD for ITSA)? Watch this webinar recording for practical tips on how to keep your clients on the digital path and adapt your practice's strategy.

MTD for ITSA: how to support your smallest clients

FreeAgent’s Ruth Mutasa, Chris Roxburgh (Mettle), Ryan Millward (Millward, May & Co) and Stewart Smith (NatWest Business) discuss how to support your smallest clients ahead of MTD for ITSA.

Growth masterclass: how to scale your practice for MTD

Small business owners are facing a cost of living crisis, coupled with the impending introduction of Making Tax Digital for Income Tax Self Assessment (MTD for ITSA). In this webinar recording, our expert panel discuss how these challenges present a growth opportunity for practices.

Panel: what does the future hold for bookkeepers?

FreeAgent’s Head of Partner Sales, Kevin Lord, is joined by Ami Copeland (Institute of Certified Bookkeepers), Joanne Birtwistle (AccountingWEB) and Zoe Whitman FCCA (The 6 Figure Bookkeeper) for an insightful discussion on the future of the industry and the opportunities for bookkeepers.

The key ingredients for practice growth

Watch FreeAgent’s Gem Malek along with Jo Wood FICB PM Dip and Zoe Whitman FCCA from The 6 Figure Bookkeeper to learn how to scale up and drive the growth of your practice.

Kick-start your own bookkeeping business

Watch Chiara Rizzo from FreeAgent, Ami Copeland from the Institute of Certified Bookkeepers and Linda Owen MICB of LMO Bookkeeping and hear their top tips for starting a bookkeeping practice.

Freshen up your practice processes

When is the right time to implement or review processes for your bookkeeping practice? FreeAgent’s host Tony Stevenson is joined by Dext’s Katie Hoare, AccountancyManager’s Jonathan Stobart, Satago’s Leigh Stallard and Safe Hands Bookkeeping's Jason Dalton, who share their top tips for revitalising your practice systems.

Boost your self-worth and shake up your pricing

Are you charging enough? Watch Ruth Mutasa, Senior Account Manager at FreeAgent, and Christine Aplin C.MICB PM.Dip of Caplin Bookkeeping to discover how to value your services as a bookkeeper and demonstrate this to clients.

How to win back time with the FreeAgent mobile app

With Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) soon requiring self-employed business owners and landlords to keep digital business records, it’s a great time to introduce these clients to the FreeAgent mobile app.