This morning (Tuesday 9th July 2019), I decided to take a day trip from our sunny office in Bishop’s Stortford to The Hilton Garden Inn, Luton North in order to enhance my FreeAgent skills and functionality at the FreeAgent masterclass.

When I arrived after my one hour fifteen minute journey, I was greeted by the friendly FreeAgent team who pointed out where the most important thing was – coffee!

The masterclass is designed to ensure that you are processing client work as efficiently and productively as possible. If you are a fellow accountant or bookkeeper, I would definitely recommend booking into your nearest offering.

These are the topics on the agenda were:

  • Which clients best suit FreeAgent and how to transfer existing FreeAgent accounts to your dashboard
  • Inputting opening balances
  • Accounting for invoices, bills and credit notes
  • How to change the current VAT scheme, adjust a return after it’s been filed and prepare for Making Tax Digital
  • Open Banking how will that affect you?
  • Out of pocket expenses, mileage, and journals to and from expense accounts
  • Accounting features including Corporation Tax, Reports, Trial Balance, Balance Sheet, custom date ranges, year end, final accounts processing and locking accounts
  • Setting up Hire Purchases and Loans
  • How to fully account for IR35
  • Recent software developments you may have missed
  • The FreeAgent Mobile app for IOS and Android

The three FreeAgent staff explained the various topics very well and I have certainly come away with food for thought on how to implement the above.

After a short coffee break it was time to take the ‘Roadshow Advanced Exam’

I was delighted to receive a 100% pass mark and a special round of applause for my efforts!

We were presented with fancy jiffy bags when we left.

Which contained a certificate in a nice shiny silver frame – would have been better in Gold obviously but beggars can’t be choosers!

So there we have it! I’m now a ‘FreeAgent Expert Practitioner’ which basically means I know my way around FreeAgent.


Always happy to discuss your options and whether or not FreeAgent could be the right software for you. Email me directly at or call 01279217107