Free finance workshop by FreeAgent
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Free finance workshop by FreeAgent

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Free finance workshop by FreeAgent Free finance workshop by FreeAgent Presentation Transcript

    • Financial Record Keeping
  • Who? Emily Coltman ACA - Chief Accountant Kevin McCallum - BizDev Director
  • Must!
    • Ltd Co/LLP
      • Assets, Liabilities, Income & Expenditure, Stock
    • 6 years
    • Life of asset
    • Soft/scanned copies acceptable
  • Must!
    • Non Ltd Company
      • Ability to complete tax return and answer any associated questions arising
    • No prescribed format
  • Must!
    • ...be able to complete your tax return, and answer any questions arising and have records accessible to HMRC if required.
  • Should...
    • Plan to be organised
    • Be organised!
    • 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 Available Any platform Cost-effective Simple Secure Time saving Efficient
  • 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 Available Any platform Cost-effective Simple Secure Time saving Efficient
  • So...
    • Day -1
    • Know what you need to do
    • Plan to be organised. Be organised!
    • Keep information accessible
  • 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!
    • ?