FreeAgent

Revolutionise the way you invoice, manage, and run your business.

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WE’RE FREEAGENT ACCOUNTANTS

Small business owners know the value of where their money comes from and where it’s going.

At Pearl Accountants, we have helped many clients to manage their businesses using FreeAgent. If you are looking for easy-to-use yet powerful accounting software, this is the one for you! We can provide training on how to set up your accounts, make the best use of reports and help you understand how important it is for your business needs.

BENEFITS

ENHANCED BUSINESS PROCESSES

FreeAgent will help you save time and money. You can now see all your numbers in one place, making more accurate decisions. With this cloud accounting software, you save on manual calculations and paperwork; while running your business from a single screen, you’ll increase its operational efficiency.

ENHANCED ACCURACY

Accurate financial records are crucial to your business. FreeAgent accounting software simplifies error-prone accounting elements while automating calculations, cash transfers, asset adjustments and more. Take notes on the built-in commenting features to amend errors before finishing reports and analyses so you know where your money is going and where it is coming from.

DECREASED OPERATION EXPENSES

Running a business is hard, but the right tools make it much easier. Automating your bookkeeping doesn’t have to be complicated or expensive; it can help you save time and money! With this business-specific software, you won’t have to deal with stacks of paperwork on your own, giving employees more time to focus on their jobs and increase the company’s profit.

DATABASE SECURITY

Hackers, viruses, and natural disasters are all threats to your data, so it’s important to protect your information with a password. With FreeAgent, you can set a password to protect your data and ensure that only you can access it.

SYNCED FILES

Growing your business requires you to do more accounting, so keeping track of files across multiple platforms can be challenging.

Synchronised files make it easy to find the information you need, sync offline and online databases, and get real-time updates on the status so that you can see changes as they are made.

TAX COMPLIANCE MADE EASIER

Get your tax obligations out of the way and onto the cloud. Tax-related obligations can consume a significant amount of time, especially as you’re trying to expand your business. Tax planning features such as receipt and invoice scanning, filing receipts electronically, and tracking income statements will help you save time to spend on more important endeavours.

AUTOMATED RECORD-KEEPING

Let automated record-keeping do the heavy lifting. Seamlessly connect data between different business tools so you get an all-in-one operating system that can analyse your business practices and patterns in how money flows through your company.

You’ll also see where and when you’re making more money and where you need to put more money into your business to boost profits.

HOW WE WORK WITH FREEAGENT

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We'll Do Year-End Accounts While You Do Bookkeeping.

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We’ll handle the accounting at the year’s end while you maintain the books. You may access all your information at any moment to generate reports, check finances, and keep operations on track.

We'll Do Year-End Accounts and Bookkeeping

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Pearl can do your accounting and bookkeeping. From a simple tax return to business legal counsel, we can help. You can produce reports, check the records, and keep things going smoothly at any moment.

FEATURES

PERSONAL DASHBOARD

Your dashboard is a one-stop shop for all things financial. With recent transactions, invoices, and expenses, you can see exactly how your company is doing and easily make smart, informed decisions.

SIMPLE ESTIMATIONS AND PRECISE BILLING

FreeAgent makes business administration easier and quicker by providing you with several quickly editable templates for estimates and invoicing. Upload your company logo, enter the necessary details, such as your location, and start giving customers branded and professional documents.

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TRACK YOUR SPENDING

Keep track of your spending and easily claim back what’s yours. Simply take a picture of your receipts, upload them to your account, and FreeAgent accounting software will do the rest. If you want to check what costs are eligible for a tax return, you can see a list of everything – ensuring that nothing is overlooked in your return.

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KEEP TRACK OF TIME

FreeAgent makes it easy to send in time slips. This means you can ensure you are billing your client for the correct number of hours. It’s like a journal; the best part is that it will save you the trouble of keeping track of all those hours spent on each assessment.

SELF-ASSESSMENT PREPARATION

When tax time comes around, we’re here to help. FreeAgent can gather the information you need for your annual self-assessment tax return. Your Account Manager can review the information, make sure it is correct, and send it to HMRC on your behalf.

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VAT CALCULATION

You won’t need to worry about calculating VAT or filing it on time — all of this will be done for you. Your VAT returns will be generated mechanically by FreeAgent accounting software, and their due dates will be shown clearly. This will save you a great deal of time, so you can focus your efforts on growing your business.

CORPORATION TAX

You can quickly and easily access a Corporation Tax projection that is generated depending on the data you have entered into your account. This will help you keep track of your corporation tax liability to prepare for the annual filing deadline.

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BANK IN REAL-TIME

Keep track of your daily spending habits and synchronise all your bank accounts in one place. Import your most recent statements, categorise transactions and produce a reliable cash flow forecast for your company’s long-term forecasting.

PROJECT PLANNING

Stay on top of all your projects in one place with a dedicated project section. Automatically sort and schedule jobs, jot down client calls and keep tabs on bills; once you finish a project, save, and return to it when you’re ready to start another.

SOFTWARE THAT MAKES YOU GROW

Pearl Accountants’ dedicated specialists can integrate FreeAgent with your systems.

INTEGRATIONS WITH QBS

FreeAgent has a wide range of integration partners that can help extend the functionality of your software and connect it to the rest of your business. Whether you need assistance finding a new accounting solution or want to use your current products, there’s an integration partner for you.

SOFTWARE INTEGRATION