With a dynamic suite of credit and funding tools, it doesn’t just drive new services in your accounting firm; it fuels invaluable financial support to your clients too.
Capitalise’s advisory services present an opportunity for firms to cover the entire spectrum. From startup support to exit strategies, foster deep and long-term relationships with clients.
In a fiercely competitive landscape, don’t just meet client expectations, exceed it by providing services they would not typically access from other accounting firms.
Stay one step ahead and pinpoint clients in need of crucial advisory support, by uncovering any risks and opportunities to their cash flow.
Learn the funding market, how to start conversations with clients and get Capitalise-certified (and getting those CPD hours in) with our online educational tool.
We will complete a service rollout programme for your firm.
With a dedicated Partnership Manager throughout your journey, we ensure you and your team get the proper training material and support you need.
Book in a call with the team and together we can go through your challenges and what you're trying to achieve for your firm.
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