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<ul><li>Financial Record Keeping </li></ul>
Who? Emily Coltman ACA - Chief Accountant Kevin McCallum - BizDev Director
Must! <ul><li>Ltd Co/LLP </li></ul><ul><ul><li>Assets, Liabilities, Income & Expenditure, Stock </li></ul></ul><ul><li>6 y...
Must! <ul><li>Non Ltd Company </li></ul><ul><ul><li>Ability to complete tax return and answer any associated questions ari...
Must! <ul><li>...be able to complete your tax return, and answer any questions arising and have records accessible to HMRC...
Should... <ul><li>Plan to be organised </li></ul><ul><li>Be organised! </li></ul><ul><li>Take time to understand processes...
When? Expenses Tax Expenditure
Why?
Why?
How? Here’s one we prepared earlier...
Where?  Cloud/Internet/Web/SaaS/ASP/Online
Why?  Connected Scalable Up-to-date Backed up Real-time Collaborative User-focused Actively developed Vibrant ecosystem Av...
Why?  V Complexity Friction Single-purpose Closed Sophistication Flow Multi-purpose Open
Why?  Connected Scalable Up-to-date Backed up Real-time Collaborative User-focused Actively developed Vibrant ecosystem Av...
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...
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...
<ul><li>? </li></ul>
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Free finance workshop by FreeAgent

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Transcript of "Free finance workshop by FreeAgent"

  1. 1. <ul><li>Financial Record Keeping </li></ul>
  2. 2. Who? Emily Coltman ACA - Chief Accountant Kevin McCallum - BizDev Director
  3. 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. 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. 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. 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. 7. When? Expenses Tax Expenditure
  8. 8. Why?
  9. 9. Why?
  10. 10. How? Here’s one we prepared earlier...
  11. 11. Where? Cloud/Internet/Web/SaaS/ASP/Online
  12. 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. 13. Why? V Complexity Friction Single-purpose Closed Sophistication Flow Multi-purpose Open
  14. 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. 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. 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. 17. <ul><li>? </li></ul>
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