If you haven't heard the news yet, this week we launched our FreeAgent Friendly programme - accountants can now sign up directly with FreeAgent to offer our software to their clients.
So, if you're an accountant, you may be wondering what you'll get out of becoming FreeAgent Friendly. Here's five super-helpful things you'll be able to do as a FreeAgent Friendly accountant:
Stop swapping spreadsheets
Many accountants rely on spreadsheets to swap information back and forth with their clients - but that can mean taking a lot of time to build a spreadsheet, brief your clients about how to use it, and then check them for errors after emailing files back and forth. With FreeAgent, however, the information is all stored in the cloud - so you and your clients can log in at the same time and look at the same set of numbers.
Iain Morrison - My Accountant Friend
"In my previous accountancy firm, I based my whole business around spreadsheets and tried to make the bookkeeping as intuitive as possible. But every new client that signed up groaned when I sent them a mono-coloured, bland, 'you do all the work' spreadsheet.
"Offering clients a single area to submit details, real time tax liabilities and an automatic bank reconciliation has changed the whole direction of my company and my relationship with my clients. I could start adding value by highlighting tax efficient techniques and identifying admin errors immediately. Four years on I have only one client who refuses to budge from his spreadsheet."
Tell a client "it's really easy" - and mean it
If you can make your client's life easy, that makes your life easy, too. FreeAgent is designed specifically for freelancers and small businesses, so they won't need to struggle with a one-size-fits-all system with options that they don't need. Our users love how easy FreeAgent is to use, and - to make things even easier for you - you'll also have access to our award-winning support team to help with any questions you have about the system.
Set up alerts to catch problems before they happen
Wouldn't it be great if you could catch client errors before they became big problems? Your FreeAgent Practice Dashboard can help you with exception reporting. For example, you can set up an alert if your clients post entries to all or some P&L codes over a certain level, in case they are fixed assets. You could also set up an early warning when a client's distributable reserves drop below a particular amount, in case they could declare illegal dividends. You'll find both these alert rules and more on the account manager dashboard.
Focus on the client rather than the admin
If your clients are using FreeAgent, they'll be able to manage the basic admin side of their accounts themselves, so you don't have to spend your time creating reports, wading through spreadsheets or delving through a shoebox full of expense receipts a few days before the tax deadline. Instead, you'll be able to use your time to provide deeper financial insights for your clients - putting your service head and shoulders above your more "traditional" competitors.
Let the clients come to you
As a FreeAgent Friendly accountant, you'll be listed on our directory of FreeAgent Friendly accountants, which our rapidly-growing user base (more than 30,000) can access. We also regularly tweet queries from customers asking for accountant recommendations - so by monitoring our twitter feed you'll be able to recommend your practice directly to anyone looking for a FreeAgent Friendly accountant.
If you're interested in joining the ranks of FreeAgent friendly accountants, drop us an email at firstname.lastname@example.org!