Whatever accountant you decide to go with, make sure it’s a FreeAgent partner. If you decide to move accountants again in the future then there’s no data to transfer as it’s all within FreeAgent.
In my experience moving to FreeAgent is dependant on how well you know your business invoicing and expenses. I had to import bank transactions via CSV for my Current FY, explain each one and my accountant did the rest. Bank feeds are supported for a few banks directly and others require a 3rd party. I wasn’t comfortable with giving a 3rd party details to my Metro Bank internet login so takes few minutes every month doing a manual CSV import.
Do speak to Craig in the New Business team at Gorilla accounting, he is ex-NXW too :-)
In my experience moving to FreeAgent is dependant on how well you know your business invoicing and expenses. I had to import bank transactions via CSV for my Current FY, explain each one and my accountant did the rest. Bank feeds are supported for a few banks directly and others require a 3rd party. I wasn’t comfortable with giving a 3rd party details to my Metro Bank internet login so takes few minutes every month doing a manual CSV import.
Do speak to Craig in the New Business team at Gorilla accounting, he is ex-NXW too :-)
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