Software
Who benefits most from FreeAgent bookkeeping support?
It can suit sole traders, freelancers and small companies that want a straightforward digital process but still need reconciliations, evidence and deadlines managed consistently.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A FreeAgent setup review
- ✓Agreed reconciliations
- ✓Expense and income organisation
- ✓A practical records routine
Before you ask for a quote
Use this practical checklist.
- 01
Confirm bank-feed coverage
- 02
Review invoice and expense capture
- 03
Check opening balances
- 04
Agree monthly or quarterly review dates
Example
What this can look like in practice.
A freelancer invoices through FreeAgent but uploads expenses only at year end. A weekly capture habit and monthly reconciliation process reduce the year-end scramble.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | The software is available but record capture and review happen irregularly | A FreeAgent setup review |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can freeagent bookkeeping include?
A typical scope can include A FreeAgent setup review, Agreed reconciliations, Expense and income organisation. The final proposal confirms exactly what is included before work starts.
Is FreeAgent only for sole traders?
No. It supports several small-business structures, but suitability depends on the records, reporting and workflow the business needs.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.