KEEP TRACK OF YOUR FINANCES WITH FREEAGENT FROM JSA
Our aim is to make life simpler and better for freelancers and contractors. That’s why we’ve partnered with FreeAgent, the leading providers of online accounting software.
If you’re new to JSA, make sure you login and use the software, it makes book-keeping so much simpler. If you have been with us for a while, here’s a reminder of just some of the things you can do with this fantastic tool at your fingertips.
Fast and professional estimates
Choose from eight estimate templates to present a professional image to your clients without any hassle. Save time by duplicating existing estimates. Convert estimates into invoices and combine multiple estimates into one invoice.
Choose your preferred invoice estimate and customise with your own logo and company details. Email as a PDF to your clients or print and post. You can even set up recurring invoices that go out automatically and you can automate reminders to chase any late payments.
Expenses are quick and easy to manage. You can customise a list of expense categories to make it easy to build accurate accounts as well as set up payments for recurring expenses like professional insurance or magazine subscriptions. Keeping track of expenses is easy too as you can photograph receipts with your phone and upload them to FreeAgent.
FreeAgent allows you to accurately track the time you spend on different projects, removing the guesswork and allowing you to price work properly. You can email timesheets to clients so they have visibility of your progress.
By keeping your book-keeping records up-to-date in FreeAgent you will be able to see an automatic forecast of your Corporation Tax liability. This helps you plan and save for the amount you will have to pay at year-end. FreeAgent also allows you to export tax reminders into your online calendar.
Monitor cash flow
You can use the FreeAgent dashboard to get an overview of your invoices, expenses and bank accounts, so it’s simple to track your cash flow. You can also see a snapshot of your current profit.
Connect to your bank account
You can connect FreeAgent to your online bank account so you can see money flowing in and out of your business and match invoices with payments. It’s designed to save you time and effort.
Find out more
If you would like to find out more about FreeAgent from JSA, or need additional help logging in and using the software, please get in touch with a member of our team, we’ll be happy to help.