FreeAgent bookkeepers · Done for you

FreeAgent bookkeepers who do the bookkeeping for you.

Bank feeds connected, transactions categorised, receipts matched and a quarterly review with a named accountant — done-for-you bookkeeping inside FreeAgent, which is included free in every package from £19 + VAT a month.

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What done-for-you bookkeeping covers

Your FreeAgent, kept straight all year

Bank feeds connected

We link your business account so transactions arrive in FreeAgent on their own. No CSV exports, no typing anything twice — and a free Mettle account feeds in natively.

Transactions categorised

Every payment in and out put to the right place, consistently, by people who know what HMRC expects to see. FreeAgent's rules do the easy ones; we handle the judgement calls.

Receipts matched

You snap them on your phone, we match them to the transaction. That's the digital record Making Tax Digital asks for, and it stops legitimate expenses quietly evaporating.

Invoices and what's owed

Invoices raised in FreeAgent with automatic reminders, so chasing stops being a task you dread and starts being something the software does at 9am.

A quarterly review with a human

Once a quarter we go through the books properly — anomalies queried, categorisations corrected, and your live tax estimate explained before it becomes a January surprise.

MTD updates filed

In scope for MTD for Income Tax? Clean books make the quarterly update a formality. We check it and file it on 7 August, 7 November, 7 February and 7 May.

How it works

Four steps, then it more or less runs itself

1
Connect the account
New FreeAgent account or your existing one — either way we're set up as your accountant and the bank feed goes on. Takes one short call.
2
We agree who does what
How much of the categorising sits with us depends on your volume and how you like to work. We scope it, and the fixed monthly price is confirmed in writing before you commit.
3
The books stay current
Transactions flow in and get categorised as the year goes, not in a panic each January. You snap receipts; we keep the ledger honest.
4
Quarter-end and year-end are non-events
The quarterly update and your Self Assessment are assembled from books that are already right — checked by your named accountant and filed on time.

Why owners switch to us

Three things you get on day one

FreeAgent, included

Award-winning accounting software in every package — worth up to £330 a year. Invoicing, expenses, bank feeds and tax forecasts, with no separate subscription to pay.

About FreeAgent

Free business banking with Mettle

We've partnered with Mettle, by NatWest — a free business account built for the self-employed and small companies, with FSCS protection on eligible funds.

About Mettle

Funding when you need it

Our Swoop-powered funding portal matches you with loans, grants and finance from across the market — one search, real options, no obligation.

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Bookkeeper and accountant, same team

Plenty of freelancers end up with a bookkeeper doing the day-to-day and an accountant doing the return — two relationships, two fees, and a January where each politely explains that the other should have caught it. We do both, in one place, on one fixed fee.

That matters more than it sounds. The person categorising your transactions is the person who'll be defending them on your tax return, so the categorising gets done with the return in mind. Nothing is parked as "ask the accountant later", because we are the accountant.

Why FreeAgent for the self-employed

FreeAgent started life as software for freelancers, which is why Self Assessment, live tax estimates and bank feeds sit front and centre rather than buried under features a business of one will never use. It's fully MTD-compatible, it's the software we know best, and with us it costs nothing — worth up to £330 a year. If you're weighing it against the alternatives, we've compared FreeAgent and QuickBooks honestly, and we support both.

Already using FreeAgent and drowning in it?

Very common. The software is doing its job — the feed is pulling transactions in — but nobody's categorising them, so there are eighteen months of "unexplained" items and a growing reluctance to open the app. That's a tidy-up, not a disaster. We work back through it, get the ledger straight, and then keep it that way. No lectures.

Bookkeeping questions

Asked all the time

Do you do the bookkeeping in FreeAgent, or just the accounts?

Both. We're accountants and FreeAgent bookkeepers in the same team — we set the bank feed and receipt capture up, keep the categorising straight through the year, and then prepare and file the returns off the back of it. You don't hand your books to one firm and your tax to another.

Can you take over the bookkeeping in my existing FreeAgent account?

Yes. We connect to your existing FreeAgent account as your accountant — nothing to re-enter, no data lost, and you stop paying the subscription because it moves onto our partner licence.

How much does FreeAgent bookkeeping cost?

FreeAgent itself is £0 with us — it's included in every package, saving up to £330 a year against subscribing directly, and packages start at £19 + VAT a month. How much of the day-to-day categorising we take on depends on your transaction volume, so we scope it and confirm the fixed price in writing before you commit to anything.

What do bank feeds actually do?

They pull your business transactions into FreeAgent automatically, so nothing gets typed in twice. FreeAgent learns how you categorise, and a free Mettle account from NatWest pairs with it natively — bookkeeping becomes reviewing, not data entry.

Does this cover my Making Tax Digital quarterly updates?

Yes. Books kept in FreeAgent through the year are exactly what MTD for Income Tax asks for, and the quarterly update is assembled from data that already exists. If you're in scope, we check it and file it — see our MTD guide for the thresholds and deadlines.

Do I still have to do anything?

Snap receipts as you buy things and send us anything we query — that's genuinely it. Everything else, from the feed to the quarterly review, sits with us.