This guide is here to help you tackle Self Assessment stragglers with ease, offering smart strategies to streamline the process and reduce your stress.
Resources for accountants and bookkeepers
Browse our library of helpful guides and CPD-accredited webinar recordings.
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.
AI has become the hottest topic in tech. But what impact is it having on the accounting industry and how can practices leverage its capabilities?
In this series of guides, we’ve asked our in-house experts to help us compile an introduction to all things digital marketing for your practice.
Just answer a few simple questions and our tool will craft a tailored message that you can send to your client.
Get your onboarding process running as smoothly as possible with our checklist for success.
All the essential info about this important legislative change and how it's likely to affect your clients.
Share this guide with your clients to start a conversation about their challenges surrounding the cost of living crisis.
If you're thinking about self-employment, this guide will help you get to grips with starting a bookkeeping business.
In this guide, we take a look at five topics that may impact the future of accounting in 2023 and beyond.
Find out how long it will take to get your practice's sole trader and landlord clients ready for MTD for ITSA.
Ahead of the introduction of MTD for ITSA, we dispel some of the myths that currently surround the initiative.
A step-by-step guide to getting set up with HMRC and 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.
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.
Webinar recordings and videos
Missed a webinar? You don’t have to miss out on CPD points.
Watch this CPD-accredited webinar to discover how to select and adopt the best technology to save you time and streamline your practice.
Watch this CPD-accredited webinar to refine your pricing strategy so you can stay profitable, work efficiently, and keep clients well-informed.
In this video, ICB, The 6 Figure Bookkeeper and LMO Bookkeeping peel back the layers of emerging industry trends.
In this video, we uncover the recipe for impactful branding with Tony Stevenson FCA (FreeAgent), Penelope Allard FICB PM.Dip (Wild Bookkeeping) and Philippa Haynes (Insight 101).
Watch this CPD-accredited workshop, hosted by Gem Malek (FreeAgent) and Johann Goree (Engager.app) to learn how to build a tech stack that's ripe for success.
Watch this CPD-accredited session with Your Local Bookkeeper and Sinclair Whelan Bookkeeping to discover how to help clients embrace eco-friendly solutions.
Ready to find the perfect formula for pricing your bookkeeping services? You’re in luck! In this video, we are joined by The 6 Figure Bookkeeper and Eleven Accounts Services to discuss the best ways to price your services.
Self Assessment season might seem far away, but it’s never too early to start preparing! Watch this CPD-accredited webinar, led by Gem Malek from FreeAgent.
Watch this CPD-accredited webinar to dive into how to really get to know your clients, pick the right communication tools and personalise your marketing to make a big impact.
Watch this CPD-accredited webinar to learn how to choose the right digital tools for your practice, no matter its size.
In this video, FreeAgent’s Kris Sawford, Sammie Hussain and Eoin McNamara present an overview of FreeAgent accounting software.
Watch this CPD-accredited webinar to explore how practices can unlock the benefits of sustainable accounting.
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.
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.
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.
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.
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.
Discover how practices can use FreeAgent's integration with Syft to create reports and uncover insights about their clients.
Watch this CPD-accredited webinar to discover how practices can manage pricing for Self Assessment and beyond, hosted by FreeAgent's Gem Malek.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Watch this CPD-accredited webinar in which our panelists share the valuable lessons they've learned when it comes to nailing Self Assessment season.
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.
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.
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.
This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for 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).
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) 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.
Accounting software you and your clients will love
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