Frequently Asked Questions

When should I contact an accountant?


As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

What are my options for raising money?


Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

How do I know which accountant is right for me?


Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

Common FAQ's

What is my FreeAgent dashboard ?

Having all of your financials summarised, in one place, is a key part of ensuring that your life as an entrepreneur is a s stress free as possible.  In your mission control you will be able to see how your company is performing, who owes you money, who you owe money and when your tax payments are due.  See the link below for more information:


Mission Control for your Business with FreeAgent

Who do I claim my expenses back ?

Nothing is more certain than the fact that you will need to claim expenses back from your business, for expenses incurred in connection with conducting your business.  Please see the link below for a video tutorial of how to process Mileage expenses within Free Agent.


How to Record a Mileage Expense with FreeAgent

How do I keep my bank posting updated ?

Good practice for any entrepreneur is to keep your bank postings up to date.  With Free Agent you link your bank account, allowing transactions to be pulled across in to your accounts as and when they happen.  See the link below to see how to set up a link:


How to Set Up a Bank Feed with FreeAgent

How do I raise an invoice ?

The life blood of any business is customers and it is essential you keep up to date with all customer invoices.  Raises invoices through Free Agent couldn't be more simple.  Please see the link below for more information:


How to Create an Invoice with FreeAgent