Share this guide with your clients to start a conversation about their challenges surrounding the cost of living crisis.
Resources for accountants
A library of useful resources for you and your clients.
Guides for you and your clients
In this guide, we take a look at five topics that may impact the future of accounting in 2023 and beyond.
Find out how long it will take to get your practice's sole trader and landlord clients ready for MTD for ITSA.
Ahead of the introduction of MTD for ITSA, we dispel some of the myths that currently surround the initiative.
Download everything you need to get all your clients sorted for MTD for VAT in double-quick time and with minimal hassle.
A step-by-step guide to getting set up for MTD for VAT with HMRC and then submitting MTD VAT returns for your clients through FreeAgent.
A free handout for you to use to introduce your small business, contractor and freelancer clients to Making Tax Digital.
To help you get up to speed with MTD for VAT quickly, we've answered some common questions in this handy guide.
We explore the role of AI in accounting and consider some of the ways in which it has prompted the industry to evolve.
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.
Follow these simple tips to craft the perfect accounting engagement letter that will help you to build better client relationships.
Webinars and videos
Not a FreeAgent accountant or bookkeeper yet? Find out more about joining our Partner Programme.
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.
With clients facing rising energy costs and high inflation, your support is more important than ever. Watch this webinar recording to discover tips to lighten the load for your clients.
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.
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.
FreeAgent's Tony Stevenson and a panel of experts discuss the biggest lessons from 2022 and the top accounting trends to look forward to in 2023.
Watch this CPD-accredited webinar in which our panelists share the valuable lessons they've learned when it comes to nailing Self Assessment season.
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.
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.
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.
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.
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.
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.
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.
This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for Making Tax Digital (MTD).
In this webinar recording, we chat to David Ross from FairBalance Accounting about how to communicate with your clients about Making Tax Digital (MTD).
The new tax year is the perfect time to polish your practice processes. Ruth Mutasa and Anna Nikolovska explore how you can make your practice more efficient for the year ahead.
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.