Are you right for Finmo?
We pride ourselves on our expert team of friendly and dedicated licenced accountants. It’s vitally important to us that we’re able to provide our customers with the best and fairest support we can, and that we align to all UK laws and processes.
Our TrustPilot reviews showcase the impact a well-chosen team has, with excellent customer and accountant reviews. That’s why we always set out key requirements for any accountant who works with Finmo to ensure that our level of service is kept high.
You could be right for Finmo if you:
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Are professionally certified by a UK accounting association
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Own your own Accounting Limited Company
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Have a minimum of three years’ experience with sole traders and self-employed clients
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Have access to tax filing software, like Taxfiler
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If you work in a specific niche, such as High Income Child Benefit, non-UK resident tax returns, then we’d love to talk with you. It’s our mission to cater for all of the unique and specific needs of our customers, so we’re always keen to get experts in niche fields on board.
Is Finmo right for you?
Automate time-consuming tasks to spend more time optimising returns
Our portal is set up to make the tax return process easier for our customers, but it also makes things easier for our accountants. Our handy prompts, questions and explanations help customers pull together all the information they need, making the Self Assessment process much more streamlined, with less back-and-forth between customer and accountant.
After each round of accountant feedback, the customer is automatically notified of any actions they need to take. Plus, our expert customer success team is on hand to help guide customers through the process, so accountants can focus on what they do best – optimising tax returns.
Easily see and feedback on clients’ expense transactions
With Finmo, customers track their business expenses by tagging them directly from their bank transactions. So there’s no need for accountants to sort through piles of receipts, or waste time trying to figure out what’s an expense and what’s personal.
Our portal also makes it easy for accountants to comment directly on transactions, so they can quickly flag queries and recommendations to customers.
Easily see and feedback on clients’ expense transactions
With Finmo, customers track their business expenses by tagging them directly from their bank transactions. So there’s no need for accountants to sort through piles of receipts, or waste time trying to figure out what’s an expense and what’s personal.
Our portal also makes it easy for accountants to comment directly on transactions, so they can quickly flag queries and recommendations to customers.
Store and access documents securely
Finmo centralises all document storage, from copies of customer receipts and invoices to each separate iteration of any Self Assessment document generated.
Centralised client communication and account notes means that referencing for the following year is a quick and easy process.
