Get
off for the first 3 months.
Special Purpose Vehicle (SPV) company registration, set up and filing requirements. Discounts available for multiple properties.
Here's everything that's included in your package:
Support with managing a UK Limited Company.
Book a convenient time to talk to your accountant.
Talk to your accountant and manage your account with us through WhatsApp.
Get a 1-on-1 named accountant that you can book time with easily rather than a generic support team.
Get reminders for key deadlines for confirmation statement, end of year accounts, corporation tax, VAT and self assessments.
Get started online quickly through our self service dashboard and book time with your accountant easily.
Get clear insights on your income, expenses, tax efficient salary and dividends.
Help with reviewing and filing your end of year accounts and filing with Companies House.
Monthly payroll and PAYE filing with HMRC.
Support with completing and filing your corporation tax return with HMRC.
Onboarding instantly with GoForma to complete personalised actions and get a walk through with your accountant whenever you're ready.
When you're ready to switch, just add your previous accountant's details and we'll take care of collecting all the data, documents and authorisations we need. We'll keep you updated as we switch your account across.
Get 10% off your business insurance with our partnership with Kingsbridge.
Get one free IR35 review worth £50.
We'll help you register and set up a new UK Limited Company.
FreeAgent accounting software license included (worth £300 a year).
Use the iOS and Android FreeAgent apps to add expenses, send invoices, check your account, time track projects or reconcile transactions.
Easily add and track expenses per project.
Automatically import and reconcile your bank transactions from any major bank using open banking.
AI detection to automatically reconcile and explain transactions based on previous explanations.
Get personalised insights based on your business type.
Quickly see a current snapshot of your trial balance, profit and loss, balance sheet and more.
No monthly restrictions on the number of invoices you create and send.
Create custom branded invoices for your clients.
Create payment reminders with your invoices with FreeAgent.
Add an instant payment link to your invoices.
Support for companies with an expected annual turnover of close to £90,000 or more (for VAT filing).
Support for Special Purpose Vehicles, property owners and buy to let property owners.
Here are some of the additional services you can buy after you sign up:
Add an additional employee or director for monthly payroll and PAYE filing with HMRC.
Get your mail physically forwarded weekly to a UK address (requires a package with a registered office address).
Get a London business address where we'll automatically open, scan and send a digital copy of your mail to you when it arrives.
Get a detailed quarterly report and review of your account with your accountant.
Get a professional reference for mortgage applications and more.
We'll review and file a confirmation statement for you (requires Companies House authorisation).
Get a Koinly license to import up to 25,000 transactions automatically from 400+ exchanges and wallets to get clear insights on your crypto capital gains tax for your self assessment tax return.
Get an additional self-assessment tax return.
Sync up to 25,000 crypto transactions from 400+ exchanges and wallets to get a complete capital gains tax view for your self assessment tax return.
Once you create your account online these are the steps that you'll need to compete in your dashboard.
Depending on your subscription, you'll have a few onboarding steps when you sign up that you'll need to complete to activate your account.
We'll need some details about your current address and contact information.
Let us know if you'd like us to email, WhatsApp or SMS you with updates.
Complete a digital verification process using your ID (passport or UK driving license) along with a liveness check
Upload a valid proof of address in the UK dated in the last 3 months to verify your identity. This can be a recent council tax bill or utility bill.
Book a welcome call with your new accountant so that they can help get you set up, answer specific questions and walk through what to expect with GoForma.
Add some basic personal tax details for payroll and self assessment filing.
If you already have a Limited Company, then you just need to search for the name and we'll extract all the details we need from Companies House and send you filing reminders.
If you need to register a Limited Company, you can complete this process in your dashboard.
If you have an accountant already, we need to send a professional clearance request so that we can collate all the key documents and data we need to operate as your accountants.
We need a confirmation code from Companies House so that we can file your confirmation statement, end of year accounts and make any changes to your account like additional directors or registered office.
Depending on your package we'll need to ask HMRC for authorisation to manage your personal self assessment tax filing, VAT, corporation tax and PAYE.
Once you've completed our accountant switch form, we'll send a link to your accountant to upload all the documents we need and continue to follow up with them.
Add some basic details about your industry that we'll need to get your FreeAgent accounting software up and running. If you already have FreeAgent then you can add your details here.
Schedule some time with your accountant to walk through how to use FreeAgent.
Special Purpose Vehicle (SPV) company registration, set up and filing requirements. Discounts available for multiple properties.
*Prices quoted exclude VAT