Get Geeking

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Get Geeking

FreeAgent Migration for the Creatively Wired.

A self-service step-by-step course to migrate your bookkeeping to FreeAgent, specifically designed for busy small business owners to take control of their finances.

Buy Get Geeking for £300

Course Features

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Migrate to FreeAgent

Migrate your books onto FreeAgent at a fraction of the price of outsourcing to a professional.

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Flexible Around You

Self-service step-by-step tutorials giving you the flexibility to work to your schedule.

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Bookkeeper Support

Support from an experienced bookkeeper to guide you through every step of your migration

Course Outline

1. FreeAgent Setup

Includes:

  • Key decisions to make and documents to gather
  • Account Creation and Settings optimisation
  • Bank Statement upload and enabling feeds

2. Recording Transactions

Learn how to:

  • Work with Payment Platforms
  • Create and Send Invoices
  • Enter Bills and record ad-hoc expenses

3. Bank Reconciliation

The big scary one! This course is specifically designed to give you:

  • An introduction to FreeAgent’s handy features
  • Best Practices and useful techniques
  • Troubleshooting common reconcilation issues

4. Financial Reports

Get an introduction to the 3 main reports and how they can help you.

Plus, learn how to: generate and interprete financial reports in FreeAgent.

Bonus Content

Learn what you need for End of Year Preparation, and how to work with finance professionals to benefit your reporting, cash flow, and growth.

Buy Get Geeking for £300

Who is This Course for?

Creative Small Business Owners

Freelancers, entrepreneurs, and small business owners in creative fields who want to take charge of their bookkeeping.

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Business Owners New to Bookkeeping

Those who feel overwhelmed by the idea of managing their own books and want a step-by-step approach tailored to their needs.

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People Looking for Financial Clarity

Do you want to take control of your business finances but you’re not sure where to start and you can’t afford an outsourced bookkeeper? I’ve designed this course specifically to enable you to learn the skills you need to gain a deeper understanding of bookkeeping to give you the financial knowledge know-how to grow your business.

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What You’ll Get from This Course

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Lifetime access to  Course Materials

Short, clear tutorials that guide you through each stage of migrating your books to FreeAgent step-by-step, making the process simple and stress-free—even for beginners.

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Personalised Bookkeeping Blueprint

Guidance on key decisions and recommendations on how to structure your accounts as part of your personalised bookkeeping blueprint.

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Remote Support When You Need It

Access to my expert help and support via email and scheduled calls to answer your questions, troubleshoot challenges, and keep you on track throughout your journey.

Buy Get Geeking for £300

How You Will Benefit

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Take Control of Your Finances

Get your books onto FreeAgent with a simple, step-by-step process tailored to your business. You’ll gain confidence and clarity while building a solid foundation for long-term financial success.

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Save Time with Manageable Steps and Checklists

The migration process is broken down into manageable steps, with checklists provided to ensure you know exactly what needs to happen before each stage. This clear structure saves you time and keeps the process efficient and stress-free.

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Upskill and Save Money on Your Migration

At just £300, this course is a fraction of the cost of outsourcing your bookkeeping migration to a professional, giving you expert-level results without breaking the bank.

Meet Emily…

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I specifically created Get Geeking so small business owners can take control of their company finances

I’m an AAT licensed bookkeeper with extensive experience helping creative small businesses take control of their finances. Throughout my career in finance departments across northeast England, I’ve seen firsthand how many small business owners feel overwhelmed by financial admin and bookkeeping.

That’s exactly why I created Get Geeking: to empower creative entrepreneurs who want to understand their business finances but don’t know where to start. I’ve taken the best practices from large corporate environments and made them accessible to small businesses, translating financial jargon into plain English.

My background as a language teacher (I’m fluent in French, Spanish, and Russian) has been invaluable in helping me communicate complex financial concepts clearly and simply. I believe everyone deserves to feel confident and informed about their business finances, regardless of their previous experience with numbers.

Get Geeking is my solution for small business owners who want to take control of their business finances without taking on the financial risk of outsourced services. My course gives you the knowledge, tools, and confidence to build a solid financial foundation for growth.

Accreditations

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FreeAgent Accredited Practitioner 2024 _Logo_Master_Blue70_RGB

Accredited Practitioner 2024

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Sign up Today and Get Busy Geeking Your Books!

Click the link below to pay £300 via Stripe for full access and start migrating your accounting to FreeAgent and learning how make your books work for you.

After purchase you will:

  • Complete the client onboarding form
  • Receive an invitation to my practice management software
  • Book our initial call where we will complete your onboarding, discuss your business, and agree your financial strategy to create your bookkeeping blueprint
  • Access the recorded video tutorials to start your migration and learning how to geek your books.
Buy Get Geeking for £300
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Have a Question? Chat with Me.

Select a time for us to speak by booking an available meeting slot below. You will receive an email confirmation upon booking. Meetings are held over Google Meet video meeting.

FAQs

Do I need any bookkeeping experience to take this course?

Not at all! The course is specifically created for beginners. Whether you’ve never done bookkeeping before or just need a refresher, the clear and simple tutorials will guide you through every step.

What if I get stuck or have questions?

You won’t be left on your own! The course includes email and scheduled call support, so you can get expert help whenever you need it.

How long will it take to complete the course?

The course is self-paced, so you can take as much time as you need. Most participants will complete the migration process within a few weeks, depending on the complexity of their accounts and how much time they can dedicate each week.

Will this course help me with ongoing bookkeeping after migration?

Yes! In addition to migrating your books, the course includes tips for streamlining workflows and automating ongoing bookkeeping tasks, so you’ll feel confident managing your finances going forward.

How long will I have access to the course materials?

Once you purchase the course, you’ll have lifetime access to all the materials, including videos, guides, and templates. You can revisit them anytime to refresh your knowledge or revisit a specific step.

Will I still have access to updates to the course?

Yes! If any updates or improvements are made to the course materials, you’ll automatically receive access to the new content at no additional cost.

How long will I have access to support?

Remote support via email and scheduled calls is available throughout your migration process. While the course materials are yours for life, remote support is available for twelve weeks after you enroll. This ensures you have guidance during the key phases of your migration, whilst encouraging you to get the job completed.

Are there businesses that this course isn’t ideal for?

Yes, this course is designed for small businesses, freelancers, and creatives with straightforward bookkeeping needs. It may not be suitable for businesses with:

  • Businesses requiring advanced inventory management.
  • Highly complex accounting requirements (e.g., multi-currency transactions, international tax compliance).
  • Large teams with extensive payroll or employee benefits to manage.

FAQs: Money-Back Guarantee

Is there a money-back guarantee for the course?

Yes! I’m offering a 14-day money-back guarantee. If you find that the course isn’t right for you within 14 days of purchase, simply contact me, and I’ll issue a full refund—no questions asked.

How do I request a refund?

If you’d like to request a refund, just email me within 14 days of your purchase. Include your name, purchase details, and a brief note about why the course didn’t meet your needs (optional).

Are there any conditions for the refund?

The refund applies as long as you haven’t accessed more than 20% of the course materials. This ensures fairness while allowing you to explore the content before making a decision.

How long does it take to receive my refund?

Refunds are processed within 7–10 business days after your request has been reviewed and approved.

What if I have questions before requesting a refund?

If you’re unsure or have concerns, feel free to reach out via email. I’m happy to address any issues or clarify course details to ensure it’s the right fit for you.