FreeAgent Migration Service: Your Gateway to Effortless Accounting

Are you tired of drowning in spreadsheets and struggling with outdated financial software? It’s time to transform your business accounting with Cloud Accounting’s expert services and cutting-edge solutions like FreeAgent. Don’t let financial complexity hold your business back – embrace the future of accounting today!

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What is FreeAgent?

FreeAgent is a comprehensive accounting solution that we at Cloud Accounting are proud to offer and support. It’s designed to simplify your financial management and supercharge your business efficiency. With our expert implementation, you’ll wonder how you ever managed without it!

Lighten Your Load for the New Tax Year

Start the new tax year right with Cloud Accounting and FreeAgent. We’ll set you up with a system that:

Connects with your bank account to sync transactions seamlessly
Provides clear visibility of your tax obligations
Sends timely reminders for important tax deadlines
Automates daily admin tasks like invoice chasing and expense categorization

Imagine saving hours each week and gaining crystal-clear insights into your financial health – that’s the Cloud Accounting difference. Why struggle with outdated systems when you can have a financial powerhouse at your fingertips?

Making Tax Digital (MTD) Made Simple

Stay compliant with MTD requirements effortlessly. Our FreeAgent setup ensures:

Direct filing of MTD VAT returns to HMRC
Full preparation for upcoming MTD for Income Tax
Seamless digital record-keeping for all VAT-registered businesses

Don’t risk non-compliance – let us future-proof your business today!

FreeAgent Migration

How It Works

Discovery

Evaluate: Understand your requirements and assess the current setup.
Plan: Outline a tailored migration strategy.

Setup

Tailoring: Configure FreeAgent settings to your needs. setup.
Add-Ons: Integrate add- ons to boost eficiency.

Migration

Transition: Transfer financial data securely to FreeAgent.
Verification: Double-check for data integrity.

Empowerment

Train: Provide FreeAgent Online training to your team.
Support: Help with any post-migration issue.

Why FreeAgent? Why Us?

FreeAgent isn’t just accounting software; it’s a game-changer for your business. Here’s what you gain:

And with Cloud Accounting, you get:

Certified FreshBooks Experts

Guaranteed Data Security

Customized Migration Plans

99.9% Client Satisfaction Rate

Convert to FreeAgent From

We specialise in transferring data from any software that can export data in CSV or Excel format to FreeAgent. No matter how complicated your company transactions or currencies you use, we guarantee the move is smooth and accurate.

Your Complete FreeAgent Setup Ongoing Support

Our role goes beyond just migrating you to FreeAgent; we offer complete setup and ongoing support as part of the FreeAgent migration service. Before we start, we’ll look closely at your current system to:

Identify potential issues in your current accounting system and areas for improvement
Develop a bespoke FreshBooks migration plan just for your business
Estimate the required time and resources for a successful migration

Our comprehensive FreeAgent Migration Service includes:

Company Setup: Establish a new FreeAgent organisation for your business.
Chart of Accounts: Customise the chart of accounts to match your business needs.
User Setup: Manage user access to grant permissions to your team or accountant.
Payment Gateway Setup: Integrate payment gateways for faster transactions.
Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
Payroll Setup: Set up employees in FreeAgent Payroll, including balances, deductions, and benefits.
Apps Integration: Select and implement the best add-on applications for your business

Transaction Import: Import all historical transactions, from invoices to bank transactions.
Contact Import: Migrate all contacts including customers, suppliers, and employees.
Financial Settings: Configure tax codes and financial settings.
Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
Department: Set up and import historical departmental data.
Asset Register: Create a fixed asset register and define depreciation rules.
Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
Customised Reports: Set up tailored reporting templates.
Consolidated Reporting: Implement comprehensive consolidated reports.
Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Functionality & Accuracy Testing

To ensure the accuracy and integrity of your financial data, we perform thorough checks and testing:

To help you maximise the benefits of your new FreeAgent system, we provide:

Ready to Migrate to FreeAgent with Confidence?

Contact our Cloud Accounting FreeAgent migration specialists today to discuss your unique requirements and get started on the path to a seamless and successful transition.

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