A named accountant and a pod
One person who knows your business, with a small team behind them, so a question is answered by someone who already knows the answer.
A named accountant, FreeAgent, a portal and an app we built ourselves, your deadlines tracked, and a reply within one working day. The screens below are the portal itself, photographed from a live account.
One person who knows your business, with a small team behind them, so a question is answered by someone who already knows the answer.
Award-winning bookkeeping software, included in your fee, worth up to £330 a year. Already on Xero? We work in that too. About FreeAgent
Built by us, on our own software. Invoices, receipts, tax, deadlines, documents and messages in one place, on the web and on your phone.
Every filing has a date and a name against it. You see them in the portal; we do them.
Email, phone, WhatsApp and video calls, with most queries answered within one working day. Our promise
Quoted before you sign, collected by Direct Debit, with nothing added afterwards for asking a question.
Sign in from any browser. The same account, and the same features, are in the app.
The home screen is a short list of the things only you can do, with how long each takes, and a set of one-press actions for the things you do most.
Underneath it: the tax building up so far, invoices owed to you, your fees, the next key dates and your team.

Raise an invoice in the portal or the app and it goes straight into your books. Your customer gets an email with the invoice and a page to view or print it, with your logo and bank details on it.
One press sends a polite reminder showing what is still owed. Mark it paid when the money lands, or let a connected bank feed match it for you.

Photograph a receipt and we read the supplier, date, amount and VAT off it. No receipt? Type the expense in, or claim business miles at HMRC's rates.
Everything lands in a review queue on our side, so it is checked by a person before it goes into your accounts.

An estimate of the tax on the profit so far, when it is due, and what to put aside each month so the bill is never a surprise. It is worked out from your live books, and it says how much of the year it is based on.
Each accounting year shows where we are with it: the accounts, the return, the payment date.

Every deadline that applies to you, what each one is, and who is doing it. Past dates stay on the list showing what was filed and when, so there is a record rather than a memory.
A document cabinet sits alongside it for accounts, returns, letters and anything you upload, and messages raise a ticket with your team so nothing is lost in an inbox.

The date your books are written up to, in plain English, so you always know whether the numbers you are looking at are worth anything.
Snap and send a receipt from here, connect your bank so transactions arrive on their own, and see which software you are on.

Whether the company owes you or you owe the company, what a dividend would cost, and whether salary or dividend is the better way to take the next pound out.
With the three rules that catch directors out, in writing: dividends come out of profit, a loan is not a wage, and an overdrawn loan account has a tax charge on it.

Your fee notes, what is paid, what is due and when it will be collected. Direct Debit is protected by the Direct Debit Guarantee and you see the date before it leaves.
And what you actually have with us, so adding something is a decision rather than a discovery on an invoice.

The named people looking after you, with a photograph, so you know who you are writing to. Message any of them and the right person picks it up.
Plus the practice details you occasionally need: the company number, the professional indemnity position and who to contact if something has gone wrong.

Raise an invoice from the van, photograph a receipt before it is lost, and see what tax is building up. Same account, same team.






Every accountant has a portal now. Ours is better than most and it is still the floor rather than the service. These are the five things the subscription does not buy, and they are the reason the fee is a fee for a service rather than for software.
Most owners who are unhappy with their accountant stay another year, and it is rarely about the accountant. It is that moving feels like the risk. Here is what it actually costs you.
That is the whole of the downside. Which leaves the only question worth asking: is this better than what you have now? The switching page sets out how the move runs, week by week.
No. Every client has them, whichever package they are on. There is no software subscription for them.
Yes. FreeAgent is included in the fee, and we work in Xero too. The portal sits alongside either.
Press Client login at the top of this site, enter your email, and we send a six-digit code. No passwords to remember. The app has its own sign-in.
Yes. Each person on your record can sign in with their own email, and everything they do is logged against their name, so you can see who raised which invoice.
Your bank details print on every invoice, so they pay by bank transfer to your account. We never take your customers' money through our accounts.
In the UK, on our own system, Buzz OS, with access limited to the people looking after you. Our privacy policy sets out the detail.








