Invoices and estimates
Create customer documents, track amounts due and keep sales activity connected to the accounting records.
Software we support
FreeAgent accounting support for small businesses
Set up straightforward cloud accounting for invoices, expenses, banking and tax records with support tailored to smaller businesses.
FreeAgent may suit
- Freelancers and contractors
- Smaller limited companies
- Owners seeking a focused accounting workflow
The essentials
Straightforward accounting for focused businesses
FreeAgent is designed around the everyday accounting needs of freelancers, contractors and smaller limited companies. It brings invoices, expenses, banking and tax information together in a system intended to be manageable without a large finance team.
The platform still needs an appropriate structure and consistent use. Makesworth can help establish the records and routines your business needs, explain what your team should handle and connect the software with ongoing accounting support.
Useful capabilities
What FreeAgent can help you manage
Its focused feature set can keep common finance tasks together and visible.
Expenses and projects
Record costs and organise relevant activity with supporting information for bookkeeping and tax work.
Bank transactions
Import banking activity and use a repeatable process to explain and reconcile transactions.
Tax visibility
Maintain current records that can support tax estimates, VAT work and discussions with your accountant.
Accountant-led support
How Makesworth supports FreeAgent
Our support keeps the system proportionate: enough structure to produce reliable information without an unnecessarily complicated process.
New account setup
We help configure the business details, accounting categories, users and opening information.
Moving existing records
We agree what needs to move from spreadsheets or another system and check the opening position.
Everyday guidance
We help with practical invoicing, expense, banking and document-sharing routines.
Accounts and tax support
We can use the maintained records to support VAT, year-end accounts and relevant tax work.
A practical process
A clear route from review to everyday use
Review
We discuss your current records, reporting needs, team responsibilities and the problems you want the software to solve.
Plan
We agree a proportionate setup or migration plan, including responsibilities, timing and the information required.
Configure
We help configure the essential workflow, opening information and relevant connections before routine use begins.
Support
We help your team build reliable habits and provide ongoing accounting guidance as the business changes.
Related accounting services
Build a connected workflow
Other software we support
Explore other accounting platforms and connected tools that may fit your wider finance process.
Common questions
FreeAgent software FAQs
Answers about choosing, setting up and using FreeAgent with Makesworth.
Who is FreeAgent designed for?
FreeAgent is commonly considered by freelancers, contractors and smaller companies. We assess whether its workflow and reporting suit your particular business.
Can Makesworth set up FreeAgent for me?
Yes. We can help configure the account, opening information, bank connection and day-to-day bookkeeping process.
Can I move from spreadsheets to FreeAgent?
Yes. We can agree an appropriate starting date, prepare opening figures and help organise the transition to digital records.
Does FreeAgent support VAT and Making Tax Digital?
FreeAgent includes VAT and digital record-keeping features. We can help ensure the accounting workflow reflects the rules relevant to your business.
Can you review my existing FreeAgent records?
Yes. We can review reconciliations, transaction treatment and the overall quality of information before accounts or tax work is completed.
Do you provide ongoing FreeAgent accounting support?
Yes. Support can include bookkeeping guidance, VAT, annual accounts, tax and help resolving day-to-day accounting questions.
Discuss your software setup
Get more from FreeAgent with practical accounting support
Book a free consultation to discuss your current records, software options and the support your team needs.
151
