Download - Free finance workshop by FreeAgent
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Financial Record KeepingFinancial Record Keeping
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Emily Coltman ACA - Chief Accountant
Kevin McCallum - BizDev Director
Who?Who?
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Must!Must!
Ltd Co/LLP
Assets, Liabilities, Income & Expenditure, Stock
6 years
Life of asset
Soft/scanned copies acceptable
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Must!Must!
Non Ltd Company
Ability to complete tax return and answer any associated questions arising
No prescribed format
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Must!Must!
• ...be able to complete your tax return, and answer any questions arising and have records accessible to HMRC if required.
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Should...Should...
Plan to be organised
Be organised!
Take time to understand processes
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When?When?
Expenses TaxExpenditure
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Why?Why?
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Why?Why?
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How?How?
Here’s one we prepared earlier...
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Where? Where?
Cloud/Internet/Web/SaaS/ASP/Online
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Why? Why?
Connected
Scalable
Up-to-date
Backed up
Real-timeCollaborative
User-focused
Actively developed
Vibrant ecosystem
Available
Any platform
Cost-effective
Simple
Secure
Time savingEfficient
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Why? Why?
V
Complexity
Friction
Single-purpose
Closed
Sophistication
Flow
Multi-purpose
Open
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Why? Why?
Connected
Scalable
Up-to-date
Backed up
Real-timeCollaborative
User-focused
Actively developed
Vibrant ecosystem
Available
Any platform
Cost-effective
Simple
Secure
Time savingEfficient
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So...So...
Day -1
Know what you need to do
Plan to be organised. Be organised!
Keep information accessible
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So...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:
Enjoy!
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•?