Monthly FreeAgent Reconciliation Support
Budget: £20 – £250 GBP
I run a small UK-based micro-business and need a reliable pair of hands to keep my FreeAgent accounts tidy each month. Your task is straightforward: log in once the bank feed has updated, match transactions, tag expenses, and reconcile everything so the balance in FreeAgent mirrors the actual bank balance.
The data volume is modest—usually no more than a few dozen transactions—which means accuracy and consistency matter more than speed. I expect the monthly reconciliation to be completed within a week of you receiving the bank feed notification, leaving me confident that VAT returns and year-end accounts will be ready without surprises.
To help me choose the right person, please show examples of past FreeAgent or similar cloud-based reconciliations you’ve handled, highlighting any UK tax knowledge that kept clients compliant with HMRC requirements.
Deliverable each month
• FreeAgent account fully reconciled, with unmatched transactions cleared or queried in the software’s “Explain Transactions” area
• Brief note summarising any issues, outstanding receipts, or unusual items that need my attention
If you are comfortable working exclusively in FreeAgent and have a track record you can share, I’d like to get started this month and continue on an ongoing basis.
The data volume is modest—usually no more than a few dozen transactions—which means accuracy and consistency matter more than speed. I expect the monthly reconciliation to be completed within a week of you receiving the bank feed notification, leaving me confident that VAT returns and year-end accounts will be ready without surprises.
To help me choose the right person, please show examples of past FreeAgent or similar cloud-based reconciliations you’ve handled, highlighting any UK tax knowledge that kept clients compliant with HMRC requirements.
Deliverable each month
• FreeAgent account fully reconciled, with unmatched transactions cleared or queried in the software’s “Explain Transactions” area
• Brief note summarising any issues, outstanding receipts, or unusual items that need my attention
If you are comfortable working exclusively in FreeAgent and have a track record you can share, I’d like to get started this month and continue on an ongoing basis.