Something for everyone: content to share with your clients

Whether the majority of your clients are startups or well-established companies, they all look to you for financial advice and to help identify opportunities for growing their businesses.

From advice for starting a limited company to a few quick tips for creating the perfect home office, here's a handy roundup of content you can use to help your clients out - and super-charge your relationships in the process!

Content for startup clients

Help clients who are starting limited companies

If your clients are looking to set up their first limited company, this guide covers the most important details. It walks them through the process of creating a limited company step by step, from registering a business name to gathering and submitting the correct documentation. Save your startup clients several hours of research by sharing this practical guide in an email or a post on your social media channels!

Tackle their home office woes

Are any of your clients about to embark on a new adventure working from home? Creating a pleasant working environment can have a positive impact on their productivity. Even something as simple as picking the right chair or lighting can make a difference to a client’s working environment and general wellbeing. That’s why we’ve pulled together some golden rules for creating the perfect home office.

Content for established clients

Make self-employed clients aware of maternity pay options

Navigating the ins and outs of maternity leave while in full-time employment is one thing, but doing so when self-employed can be substantially trickier. Our handy guide to maternity pay for self-employed mothers outlines everything your clients might need to know, including how to apply for Maternity Allowance and the implications of freelancing during maternity leave.

Content for everyone

Help your clients make the most of social media

If your clients aren’t yet leveraging social media for their small businesses, they could be missing a big opportunity. Social media helps your clients engage directly with their customers and inject some of their business’s tone and personality into their day-to-day communications. Our recommended tips for using social media should help your clients leverage the power of social media for their small businesses.

Notify them of the new FreeAgent iOS app

Over the last few months, we’ve been rebuilding the entire FreeAgent iOS mobile app to make it slicker and more reliable. Here are just some of the improvements we’ve made:

• ‘Pull to refresh’ - if your client makes an update to their FreeAgent account on their desktop computer, they can now pull down their screen in the mobile app to update it there too.
• Search has been added to the contacts list and we plan to roll it out to more areas in the very near future.
• Contacts have a new home in the app! Rather than living in the ‘Money Out’ area, they can now be found in the main header menu.
• We’ve added new options for sharing invoices and estimates on the preview screen.
• Voice support and general accessibility have also now been improved.

The FreeAgent mobile app is a great way for your clients to access their finances on the go. Why not tell your clients who are already using the iOS app about the recent updates we've made by sharing this blog post with them? If they're really interested they can also find out how we went about rebuilding the app by reading this article from our product team.

Encourage clients to squeeze all the goodness out of FreeAgent

Did you know that your clients can customise the financial overview screen in FreeAgent and that they have the ability to import their expenses in bulk? If not, chances are your clients don’t either! We asked our in-house experts to share their top tips for getting the most out of FreeAgent. Share these handy tips with clients to help them squeeze every last bit of juicy goodness out of FreeAgent.

Hungry for more content to share? Keep an eye on our social media channels for more useful links or speak to your FreeAgent account manager if there are particular types of content that your clients would find especially helpful.