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Freeagent – Accounting App Review

It is not only large companies and businesses who need detailed accounting records, even small ones are required to have at least a decent and reliable accounting system. Well for large companies, it is not that hard since they can allot a budget on that system alone. However, recording and bookkeeping are such pain in the neck on the part of small business owners and those who are just starting up. Most of the time, the entrepreneur or owner himself is the one who also do their books and records.


Daunting tasks such as reconciling spreadsheets of numbers, invoicing, recordings of expenses and bills, over-due accounts, and a lot more during accounting period are most dreaded by small business owners. It would normally take them days to come up with a detailed record only to be found inaccurate by their accountant. Such a waste of time isn’t it?

It’s a good thing that small businesses found refuge on FreeAgent, a software that offers accounting solutions specifically to small-business scales and freelancers. In this digital world, the software is based on Cloud Computing meaning there is no installation or upgrade required to be able to use it. Since all data are “in the cloud” meaning online, you would only need an Internet connection and you’re good to go.

If you own a small business and this is the first time you knew about FreeAgent, then stay on your seat and just keep on reading as we digest everything FreeAgent can do to lighten up your way to the accounting aspect of your business—even if some accounting words are new to you.

First, let’s talk about Freeagent’s Dashboard. Upon signing in, you will be greeted by an easy on the eye summary of headlines. Even at a glance you could clearly identify the following:

  • Invoice payment- you can see which are paid, due and overdue
  • Overdue bills and invoices
  • Your bank and/or card balances
  • Expenditures
  • Statement of Loss and Income for the year
  • Current retained profit and dividends

These items can be clicked and dragged according to your order preferences. It comes in handy of course.

FreeAgent is also known as a painless online accounting software. It gives small business owners the relief knowing that their cash flows are on the right track, tax deadlines are met, and penalties are omitted. Furthermore, they know which customers are due and need to be reminded about their payments.

All things come in handy with FreeAgent. Client details are easy to record on the software itself. Remember BaseCamp, even client records from this site can be imported to FreeAgent with no hassle at all.

Time suckers activities like emailing estimates to customers, record billings and expenses, keeping your record up to date all the time can be done in a matter of an hour.

Uploading electronic statement from your bank accounts, Paypal or cards is also as easy as one, two, and three. You can view these in graphed based on your chosen timeline—per month or per year.

Because FreeAgent makes it easier for small businessmen to understand their company’s accounting aspect, they can further benefit from the system once their Accountants agreed on the reduction of their Professional Fee. After all, their Accountant’s job are also made easier because of the software used. Interactively, they can share and view the same financial records even at the comfort of their own offices. No need for a monthly meeting just to discuss about the company’s records and bookkeeping.

FreeAgent can be purchased at a very reasonable price. They also offer 10% discount once you refer the system to a friend and they signed up too. Both parties can avail of the 10% discount so there is really nothing to lose. If still on doubt, FreeAgent offers FREE 30 day trial so go ahead and take out the burden of accounting from your chest. Sign up now!

Top 5 Applications That A Virtual Assistant Must Have!

Running a virtual assistant business demands you to be tech savvy and always update yourself with the technology development. Things keep on changing every day, and if you don’t keep yourself up to date, surely you will be left behind.

Based on my own experience, I found that being a virtual assistant means you must be fast, reachable and knowledgeable. Most of the time you act as the problem solver, not only the executor. In this case, technology applications can help you a lot in running the business, they can save times and energy while you have to focus on the project accomplishment.

So, here are my top 5 list of applications that a virtual assistant must have:

1. DropBox


Dropbox by Dropbox Inc is a cloud hosting service that enables the users to share file through a system called file synchronization. It allows you to share folder in your computer with other Dropbox user. What I like about Dropbox is the simplicity from the installation until synchronizing.

Dropbox has three packages: free, 50 GB, 100GB and Team for large shared quota, and get centralized admin and billing. Currently I am using 50GB package and so far I am very happy using this application.

By using Dropbox, you don’t have to worry about sending email with heavy attachment. Also you don’t need to send out email for report, file, images, etc as you and client can have them on our each other computer.

One thing about Dropbox, you can’t open a file together at the same time as it will become conflicted copy. Also, just like any other cloud hosting service, you need to be connected to the internet if you wish to share your file to other user. No internet connection means no sync and there’s no way you can’t share file.

2. Google Documents (Google Docs)

gdocsGoogle Docs by Google Inc is online file sharing and collaboration. This is the best Google application that is very useful to support a virtual assistant in his or her daily activities.

The app allows you to connect with client, update project at the same time. It even has a chat service where you can just easily communicate during the project hours.

Gdocs supports various kinds of file format such as document or Words type, spreadsheets, presentation, pdf, survey, etc. You can collaborate with many people, make your document private and accessible to the invited people only.

The best thing about GDoc, it’s totally FREE!

There may be a few hiccups working using GDocs, for example spreadsheet form is a bit different than the ordinary one (it’s simpler) but that won’t be a problem.

I have been using Gdocs for years and still amazed with the way it works. Until now, I have been connected with clients easily and keep the project updated day to day without any hassle.

3. Toggl
togglIf you wish for simple project collaboration application that also has time tracking feature, you can consider using Toggl. It’s very simple and clean looking interface.
Toggl works by 1-click time tracking that is also available in mobile version. It really helps you to stay on track and file your report easily.

Toggl is free if you use it for yourself only, but if you want to collaborate with client or team member in the same working room, there will be charge $5 per user. They have changed their subscription service into flat fee – $5 for any user in your working room.

Personally I love Toggl and I have been using their paid plan for the last couple of months. The price is excellent, and time tracking works well. You can also export your file into PDF, CSV or Excel. Just one thing, Toggl doesn’t provide billing and invoicing service. All you can do is just export the report and time sheet and bill your client manually.

4. Trello
trelloThis is nice and free to do application that I found so far. If you have a team working on your project, Trello can be a great tool to assign task and easily manage which task has been done, doing and waiting. The app works by drag and drop system, so easy to use. You can create as many boards (working room) as you want, invite your team as many as you wish and work together.

Just one thing to remember, Trello is only a TO-DO application, nothing more than that. You can actually download your board and to-do list, but not in the familiar type of file, so this feature is a bit useless for me. I don’t have the application to open the file format.

But if you only need a simple FREE application to assign task to your team, Trello is the one.

5. HootSuite
hootsuiteHere is the best social media dashboard for virtual assistant, especially those who offer social media service for clients. With this application you can manage multiple social media accounts such as Twitter, Facebook personal account, Facebook fan page, Linkedin, FourSquare, etc.

You can schedule your message and check the social media progress as well as monitoring keywords, track conversation. You can share the access to your team and work together to deliver social buzz for clients.

Hootsuite has two kinds of memberships: free where you can manage 5 social media profiles with 2 RSS and basic social analytics feature, and Pro for unlimited social profiles and more advance features. Pro version costs $5.99 per month, and there are also another upgrades for enhanced support, additional team members, archiving, analytics points, etc.