Resources for accountants and bookkeepers

Browse our library of helpful guides and CPD-accredited webinar recordings.

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Guides and tools for you and your clients

A collection of articles and tools to help keep you and your clients informed and up to date.

Webinar recordings and videos

Missed a webinar? You don’t have to miss out on CPD points.

New tax year: how to build a powerful digital toolkit

In this video, FreeAgent's Dave Norwell is joined by Zoe Simmons (Kernow Accountancy) and Chris Roxburgh (Mettle) to discuss how digital tools can help you achieve your practice goals.

Headshots of the speakers
New tax year resolutions: nailing your practice strategy

In this video, Tony Stevenson is joined by Will Farnell (Farnell Clarke) and Nick-Heawood Ferriter (Wright Vigar) to discuss tips for developing your practice strategy for 2024.

How accountants and bookkeepers can leverage AI

Artificial intelligence (AI) is making waves in the accounting industry. Watch this webinar to learn how to harness AI benefits for your practice and tackle AI security risks.

The future of accountancy: trends for 2024

FreeAgent's Tony Stevenson and a panel of experts discuss the biggest lessons from 2023 and the top accounting trends to look forward to in 2024.

Self Assessment: tech strategies for hassle-free filing

Watch this CPD-accredited webinar to prepare your practice and clients for Self Assessment. You'll discover the best digital tools and how to use automation to gather key information from clients.

Self Assessment: how to get ahead of the game

It’s never too early to think about Self Assessment! If you’d like to sail smoothly through the busiest period of the year, watch this CPD-accredited webinar, hosted by Tony Stevenson FCA.

Expert panel: the fruitful future of bookkeeping

FreeAgent’s Gem Malek hosted speakers from the Institute of Certified Bookkeepers, The 6 Figure Bookkeeper and Wild Bookkeeping for a discussion on industry trends, evolving ways of working and the impact of technology.

The key ingredients for a healthy onboarding process

Rob Gardiner from FreeAgent was joined by Jo Wood from The 6 Figure Bookkeeper to discuss the importance of a smooth onboarding process and how to get your clients off to a great start.

Prepare your bookkeeping practice to flourish

Tony Stevenson was joined by Penelope Allard (Wild Bookkeeping) and Mark Farrington (Spiral Bookkeeping) to share how to sow the seeds for future success and grow your practice.

Squeeze the most out of your practice processes

If you’d like to improve efficiency for both you and your clients, then hear Tony Stevenson (FreeAgent), Christine Aplin (Caplin Bookkeeping) and Linda Owen (LMO Bookkeeping) discuss how to get the most out of your practice processes.

Boosting immunity to the cost of living crisis

In this CPD-accredited session, our expert bookkeeping panel discuss tips for making your practice as resilient as possible in the face of rising costs and high inflation.

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.

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