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Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
Free finance workshop by FreeAgent
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Free finance workshop by FreeAgent

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Transcript

  • 1. <ul><li>Financial Record Keeping </li></ul>
  • 2. Who? Emily Coltman ACA - Chief Accountant Kevin McCallum - BizDev Director
  • 3. Must! <ul><li>Ltd Co/LLP </li></ul><ul><ul><li>Assets, Liabilities, Income & Expenditure, Stock </li></ul></ul><ul><li>6 years </li></ul><ul><li>Life of asset </li></ul><ul><li>Soft/scanned copies acceptable </li></ul>
  • 4. Must! <ul><li>Non Ltd Company </li></ul><ul><ul><li>Ability to complete tax return and answer any associated questions arising </li></ul></ul><ul><li>No prescribed format </li></ul>
  • 5. Must! <ul><li>...be able to complete your tax return, and answer any questions arising and have records accessible to HMRC if required. </li></ul>
  • 6. Should... <ul><li>Plan to be organised </li></ul><ul><li>Be organised! </li></ul><ul><li>Take time to understand processes </li></ul>
  • 7. When? Expenses Tax Expenditure
  • 8. Why?
  • 9. Why?
  • 10. How? Here’s one we prepared earlier...
  • 11. Where? Cloud/Internet/Web/SaaS/ASP/Online
  • 12. Why? Connected Scalable Up-to-date Backed up Real-time Collaborative User-focused Actively developed Vibrant ecosystem Available Any platform Cost-effective Simple Secure Time saving Efficient
  • 13. Why? V Complexity Friction Single-purpose Closed Sophistication Flow Multi-purpose Open
  • 14. Why? Connected Scalable Up-to-date Backed up Real-time Collaborative User-focused Actively developed Vibrant ecosystem Available Any platform Cost-effective Simple Secure Time saving Efficient
  • 15. So... <ul><li>Day -1 </li></ul><ul><li>Know what you need to do </li></ul><ul><li>Plan to be organised. Be organised! </li></ul><ul><li>Keep information accessible </li></ul>
  • 16. So... <ul><li>Avoid dead-ends and bad habits! </li></ul><ul><li>Use best tools available </li></ul><ul><li>Let us know if you would like to trial FreeAgent free for 3 months: </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>Enjoy! </li></ul>
  • 17. <ul><li>? </li></ul>

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