The 30-Minute Business Money Check-In

Bookkeeping software can record the numbers, but it cannot make you sit down and look at them.
The 30-Minute Business Money Check-In gives you a straightforward routine to follow once a
month. It helps you tidy your FreeAgent records, understand what is happening with your cash,
move money into your tax pot and catch warning signs before year-end.

There is no jargon and no complicated tax calculator. Just sensible prompts created by an
accountant who knows which small jobs make the biggest difference.
 
By the end of each check-in, you will know:
□ whether your records are up to date
□ what cash is available and what is already committed
□ which invoices or bills need attention
□ whether you have moved money into your tax pot
□ the one action to take before next month
 
Please note
This is a digital PDF; nothing will be posted. It provides general information and organisational
prompts, not personalised accounting, tax or financial advice. Results depend on the accuracy of
your records. FreeAgent is a trade mark of FreeAgent Central Ltd; this independent product is not
affiliated with or endorsed by FreeAgent.