I'm Now a Certified FreeAgent Practitioner

I've been using Freeagent for over 2 years now, it felt like time to do a bit of a review, see what is new and check out how it can be used for a variety of business structures.

Today I completed all 6 FreeAgent learning modules, passed the exams, and earned 7.75 CPD points along the way. It’s been a really practical refresher - and a great way to deepen my knowledge of a tool that genuinely works for small business owners.

Here’s what I covered:

• 🧾 Essentials

• 📊 Tax – VAT, Self Assessment, CT600, Final Accounts

• 👥 Payroll – including RTI + CIS

• 📱 Mobile App Functionality

• 🧮 MTD for Income Tax

• 🔄 Annual Accreditation Module

FreeAgent is award-winning, easy-to-use accounting software for small businesses,

landlords and their accountants and bookkeepers. You can use FreeAgent

to send invoices, manage your expenses and keep an eye on your cashflow, while

time-saving automation features and a personalised tax timeline help you stay

on top of your finances.

There’s also a dedicated mobile app to help you take care of business when you’re on the

go. Whether you’re a sole trader or a business with up to 10 employees, FreeAgent can help

you nail the daily admin and show you the big picture so you can make your business the

best it can be.

Why FreeAgent?

It’s one of the few accounting platforms that genuinely puts small business owners and sole traders first.

It’s intuitive, jargon-free, and designed to make sense – whether you're a creative, a coach, a contractor, or a consultant. You can raise invoices, snap receipts, track time, manage payroll, and file taxes... giving you clear visibility on your finances without stress.

And behind the scenes? That’s where I come in – making sure everything's set up properly, reconciled cleanly, and ready for whatever’s next. I help clients get the most out of their software and their numbers.

I’m MTD-ready for Income Tax submissions and always happy to support clients using FreeAgent... or thinking about it.

🌿 Keeping it human.

🧭 Helping small businesses find their way.