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Digital marketing for accountants & bookkeepers
In this series of guides, we’ve asked our own digital marketing team to help us compile an introduction to all things digital marketing for your practice.
Resources for accountants and bookkeepers
A library of useful resources for you and your clients.
Guides for you and your clients
Improve your client onboarding with our handy checklist
Get your onboarding process running as smoothly as possible with our checklist for success.
Basis period reform: what practices need to know
All the essential info about this important legislative change and how it's likely to affect your clients.
Guide your clients through the cost of living crisis
Share this guide with your clients to start a conversation about their challenges surrounding the cost of living crisis.
The future of accounting: trends for 2023 and beyond
In this guide, we take a look at five topics that may impact the future of accounting in 2023 and beyond.
MTD for ITSA workload calculator
Find out how long it will take to get your practice's sole trader and landlord clients ready for MTD for ITSA.
MTD for ITSA: 10 myths busted
Ahead of the introduction of MTD for ITSA, we dispel some of the myths that currently surround the initiative.
How to set up your practice and clients for MTD for VAT
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.
Help your clients get to grips with Making Tax Digital
A free handout for you to use to introduce your small business, contractor and freelancer clients to Making Tax Digital.
Making Tax Digital for VAT Q&A
To help you get up to speed with MTD for VAT quickly, we've answered some common questions in this handy guide.
How is artificial intelligence (AI) changing the accounting industry?
We explore the role of AI in accounting and consider some of the ways in which it has prompted the industry to evolve.
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.
How to use your letters of engagement to build better client relationships
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.
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.
How FreeAgent’s Syft integration can help uncover valuable client insights
Discover how practices can use FreeAgent's integration with Syft to create reports and uncover insights about their clients.
Self Assessment: finding the right pricing strategy
Watch this CPD-accredited webinar to discover how practices can manage pricing for Self Assessment and beyond, hosted by FreeAgent's Gem Malek.
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.
Beyond the buzz: how accountants and bookkeepers can leverage AI
Watch this CPD-accredited webinar to discover what developments in artificial intelligence (AI) mean for the accounting industry and how to harness the benefits for your practice.
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.
How to support your clients through the cost of living crisis
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.
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.
The future of accountancy: trends to watch out for in 2023
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.
Self Assessment 2023 and beyond: how to set your practice up for success
Watch this CPD-accredited webinar in which our panelists share the valuable lessons they've learned when it comes to nailing Self Assessment season.
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.
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.
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.
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.
Show your clients the ropes: getting started with digital record keeping
This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for Making Tax Digital (MTD).
Campfire chat: communicating with clients about 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).
How to spring-clean your practice processes for the new tax year
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.
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.