Free finance workshop by FreeAgent

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Transcript

  • 1.
    • Financial Record Keeping
  • 2. Who? Emily Coltman ACA - Chief Accountant Kevin McCallum - BizDev Director
  • 3. Must!
    • Ltd Co/LLP
      • Assets, Liabilities, Income & Expenditure, Stock
    • 6 years
    • Life of asset
    • Soft/scanned copies acceptable
  • 4. Must!
    • Non Ltd Company
      • Ability to complete tax return and answer any associated questions arising
    • No prescribed format
  • 5. Must!
    • ...be able to complete your tax return, and answer any questions arising and have records accessible to HMRC if required.
  • 6. Should...
    • Plan to be organised
    • Be organised!
    • Take time to understand processes
  • 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...
    • Day -1
    • Know what you need to do
    • Plan to be organised. Be organised!
    • Keep information accessible
  • 16. So...
    • Avoid dead-ends and bad habits!
    • Use best tools available
    • Let us know if you would like to trial FreeAgent free for 3 months:
      • [email_address]
      • [email_address]
    • Enjoy!
  • 17.
    • ?