Resources for accountants

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

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.

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.

We look at the challenges small business accountants face, as well as the opportunities.

To help you get up to speed with MTD for VAT quickly, we've answered some common questions in this handy guide.

Follow these simple tips to craft the perfect accounting engagement letter that will help you to build better client relationships.

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.

Get ready for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) with FreeAgent’s Tony Stevenson and HMRC’s Melanie Hume.

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will mean some major changes for clients with income from property. Watch this recording for top tips on preparing your practice and landlord clients ahead of the changes that will apply from April 2024.

An all-star panel of experts reflect on the key themes and learnings from MTD Week 2022 and discuss how to implement them in your practice.

This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for Making Tax Digital (MTD).

Get everything you need to help your landlord clients conquer 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).

Start your journey to Making Tax Digital (MTD) compliance with this webinar recording featuring HMRC’s Melanie Hume.

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) requiring self-employed business owners and landlords to keep digital business records from April 2024, it’s a great time to introduce these clients to the FreeAgent mobile app.

With 2021 drawing to a close, our panel of experts look ahead to 2022 and the upcoming developments in accountancy in this webinar recording.

In this recording, you’ll discover how to successfully market your practice as Making Tax Digital ready.

Watch a panel of expert speakers debate how practices can reflect MTD-related work in their pricing strategies.

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will be one of the biggest-ever changes to the UK tax system. Watch this webinar recording to find out how to get your clients started with digital record keeping ahead of the introduction of MTD for ITSA in April 2024.

Watch this recording to discover how Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will affect your landlord clients and how you can prepare them ahead of its introduction in April 2024.

Darren Strong and Kevin Lord explain how to get your practice’s digital strategy in order ahead of Making Tax Digital.

In this recording you’ll discover how you can file your clients’ year-end accounts directly to Companies House and HMRC through FreeAgent.

Watch a recording of our MTD Base Camp virtual event to prepare your practice and clients for the next stages of Making Tax Digital.

In this session we were joined by Verna Gellvear from HMRC to discuss the next phase of Making Tax Digital (MTD) for VAT.

In this session FreeAgent’s Practice Implementation Consultant, Tony Stevenson, hosted a fireside chat with Jason Dalton MICB PM.Dip from Safe Hands Bookkeeping.

Christine Aplin C.MICB PM.Dip of Caplin Bookkeeping hosted a Facebook live Q&A where she shared her practical tips for keeping your practice healthy in 2021.

In this session Jo Wood from 6 Figure Bookkeeper and Content Coach Anne-Marie Fast hosted a practical workshop to help you invigorate your marketing strategy.

In this session, we were joined by a panel of experts to reflect on the future of bookkeeping

HMRC and Galloways Accounting join FreeAgent to help you get your practice and small business clients ready for the next phase of Making Tax Digital.

Learn about new developments and opportunities as the accounting and banking industries continue to become more interlinked.

Learn about FreeAgent’s partnership with Ulster Bank NI and how it can help you and your clients.

Learn about the benefits of using automation to collect clients’ bookkeeping data with FreeAgent and Receipt Bank.

Jessica Farmer, FreeAgent’s Managing Editor, explains how content marketing can help you reinforce your expertise, stand out from the crowd and even win new business.

Discover the benefits of FreeAgent’s integration with AutoEntry and learn how to get the most out of practice automation.

Nic Vrillaud provides information on Mettle, the new digital business account by NatWest, and how it can help your clients.

UK fintech veteran Nick Longden explores how Artificial Intelligence (AI) and Open Banking are changing the industry landscape.

Christine Aplin MICB PM.Dip, founder of Caplin Bookkeeping, takes you through her journey from student to successful business owner.

Zoe Whitman, bookkeeper and founder of But The Books, shares advice for staying connected with your clients during the coronavirus crisis.

FreeAgent integration partner AccountancyManager discusses how automation can facilitate increased client engagement while also enabling practice efficiency.

Compliance expert Yogesh Agarwal provides objective and achievable guidance on building a long-term data protection plan that works for your business and clients