FreeAgent

We are proud to be partnering with FreeAgent

FreeAgent

You don't have to worry about complicated bookkeeping. We’re a FreeAgent Premium Partner and can help you move to a cloud accounting platform with ease, saving you time so that you can get on with running and growing your business. 

Who we are

We are a forward-thinking firm of chartered accountants and business advisers based in Hartlepool, servicing clients across the Tees Valley and the North East. We believe that every business needs a team of professionals in the background who provide continuous support and advice to help them succeed. That's what we are here to do for you. We’ll listen to you and spend time to get to know you. This means we really understand your business and can provide you with a bespoke service to meet your needs. 

What we offer

Our all-inclusive packages give you choice and certainty, with monthly fixed fees and no surprise costs. Our client testimonials speak for themselves.

An easier way with FreeAgent

We know that it can be difficult to stay on top of your finances - whether it’s reviewing paper receipts or trawling through spreadsheets after a long day.  That’s why we’ve chosen to partner with FreeAgent, as their award-winning software is easy to use and especially designed for contractors and micro-businesses.

 

FreeAgent is completely web-based, so there’s nothing to download, update, or install on your computer, and can be accessed from anywhere you have an internet connection. Your data is secure and automatically backed-up, using the same level of encryption that banks use.

Access what you need from your phone

By using FreeAgent’s mobile app, you can have your finances at your fingertips … it’s very easy to use so you can stay up-to-date while commuting home or watching TV!

How would you like use your mobile phone to:

• Capture photos of your receipts and create expenses

• View your bank balances and explain transactions

• Get tax timeline notifications

• Keep an eye on cash flow in real-time

• Create and send invoices

• Track time

• Even create timesheets

 

You can also choose to give access to as many people as necessary for your business.  As your accountants, we’ll also have access, which means that we can deliver instant, better and more relevant advice on an up-to-date set of figures, providing the best tax planning and business advice.

Want to know more?  Contact us today.

Contact Graeme Surtees graeme.surtees@waltonscw.co.uk or Dan Hall dan.hall@waltonscw.co.uk our cloud champion, to arrange a free, no obligation meeting and demonstration.

 

Take a look at this short video to see how your life could be made so much easier …