FreeAgent

FreeAgent training for business owners

FreeAgent is popular accounting software designed for small businesses, consultants and freelancers.

Many business owners choose FreeAgent because it makes bookkeeping straightforward while still providing useful financial information about the business. Our FreeAgent training sessions help business owners use the software more effectively so that bookkeeping becomes simpler and the financial information produced by FreeAgent becomes more useful.

Training is delivered by Chartered Accountants who work closely with owner-managed businesses.

The focus of the sessions is practical: helping you use FreeAgent in a way that supports the day-to-day management of your business.

What we cover in FreeAgent training

Our training sessions focus on the areas of FreeAgent that matter most for business owners.

This typically includes:

recording income and expenses efficiently
managing bank feeds and transaction categorisation
understanding how FreeAgent calculates profit
using reports to monitor business performance
understanding VAT and tax information within FreeAgent

The aim is to ensure that the system is set up and used in a way that produces clear and reliable financial information.

Why many small businesses choose FreeAgent

FreeAgent is designed specifically for small businesses and independent professionals.

Its strengths include:

simple bookkeeping processes
clear dashboards showing business performance
integrated invoicing and expense tracking
built-in tax estimates for company directors and freelancers

When used properly, FreeAgent provides a clear overview of how a business is performing financially.

Our training helps ensure that you are getting the full benefit from the software.

How the training session works

FreeAgent training is usually delivered in a half-day session.

During the session we work directly with your FreeAgent account and review how it is currently being used.

This allows us to:

identify areas where bookkeeping can be simplified
ensure transactions are being recorded correctly
improve how financial information is reported

Because we work with your own system and data, the training is directly relevant to your business.

The cost of an initial session is £350 + VAT.

Further sessions can be arranged if additional support would be helpful.

Book a FreeAgent training session

If you would like help using FreeAgent more effectively in your business, we would be happy to help.

Get in touch

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