Little Acre, Marianne Rd, Wimborne, Dorset BH21 2SQ
(01202) 849844

We are FreeAgent Friendly!

FreeAgent Friendly Accountant


We are a FreeAgent Friendly practice!

This means that we are expert advisors on all things FreeAgent, and have been approved by FreeAgent as an accredited provider of their software.

Why Choose FreeAgent?

FreeAgent is an amazing piece of software for Sole Traders, Partnerships and Small Limited Companies.

  • No more computer errors at home wiping out all of your data. FreeAgent is based on the cloud, so can be accessed from anywhere and has secure backups.

  • No more expensive upgrades or unexpected bills! The software is being constantly upgraded and improved – all as part of the small monthly fee.

  • No more sending spreadsheets to your accountant – we can access FreeAgent too – and we can both look at your live data, and make changes,  at the same time, which update immediately!

  • No more jargon! FreeAgent is written by non-accountant folk in straight-forward English! It describes the parts of your business in a way everyone can understand.

  • No more burning the midnight oil. FreeAgent speeds up and simplifies nearly every aspect of your bookkeeping – whether you do it or we do! Imagine the time that you’ll save!

To see more information about how FreeAgent can help your business, visit their website or take a quick look at the two short videos below:

Overview of FreeAgent


Explaining the Dashboard

Why Is It Better Than Other Cloud Based Solutions?

Based in the UK, the company has a great focus on solving issues directly related to UK business – something that international providers simply don’t do. It also has amazing customer service, and quickly adapts to changes in the UK processes. As an example, it’s payroll program fully supports RTI and also allows for Employment Allowance claims – something that only came into force in April of this year.

Isn’t It Hard To Learn a Whole New System?

The beauty of FreeAgent is that you can do as little or as much of the bookkeeping as you want to. For some clients they just invoice their customers, and we do the rest. For others, they do all of the bookkeeping and we take over to do the tax returns. It is that flexible! For any new user we provide on site training, and an in-depth, step-by-step training manual. We are also on hand to answer any queries you may have. Because of the simplicity of the software,the majority of our clients are up and running very quickly – and never knew how they managed without it!

To put it another way – no-one has ever asked us to stop using it!

How Much Does It Cost?

FreeAgent is paid via a monthly subscription with no contract – you can cancel at any time. The current prices for the software can be found on their site here. As a Freeagent Friendly accountants, we can offer our clients discounts from the normal Freeagent license costs. For more information, please contact us.

Is FreeAgent Suitable For Everyone?

If one software package or solution would fit every client, we would have a very simple job! The honest answer is that there isn’t one-package-that-fits-all – and there really shouldn’t be. All of our clients are different, their businesses are different and their likes and dislikes are different. At the end of the day we understand that it is your business, and you should have a system that suits you and the way you work.

If we think you could benefit from FreeAgent we will tell you, along with any other alternatives available to you. But the final decision is up to you – and we will listen to what you want. No pressure, no sales pitch. It’s that simple.