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Accountants Features Playbook

Build a service line around funding

Complete training programme for your firm

Roll out funding as a service line in 90 days. 

The Playbook is a proven training programme that takes your firm on a journey, from internal training through to launch, marketing and promotion. 
Compare Plans Or give us a call today on 020 3696 9700.
We're ready to help.

HOW playbook WORKS

1
90 day firm-wide programme
From building the foundation in your practice, through to internal processes and external promotion, we’ll support you all the way.
check icon Build and train a dedicated funding team
check icon Create internal structure and process
check icon Launch and promote to the wider market
2
Build and train your funding team
The first phase is all about setting the foundation and building out your internal funding team.
check icon Centralise the funding process
check icon Fill existing knowledge gaps with training
check icon Get Capitalise funding certified
3
Launch your strategic initiative
The second phase focuses on strengthening the support team in your practice and build out your funding process.
check icon Training day to kick off the next stage
check icon Swag packs for funding and client teams
check icon Set goals for success
4
Promote your new service line
In the third phase, we work together to find the best way to tell potential and existing clients about your new capabilities.
check icon Host co-branded webinars and client events
check icon Create and share co-branded collateral
check icon Capitalise content to share with your clients

LET'S TALK PLAYBOOK

Introduce a service line around funding. We help you with the process, pricing and marketing communications.

BENEFITS OF playbook

Evolve your service offering

As bank branches disappear, accountants have the opportunity to step into the role of the bank manager. The market is changing and so should your firm.

Deepen client relationships

SMEs that apply for funding with the help of their accountant are 4x more likely to be successful. Help your clients build stronger balance sheets. 

Upskill your employees

Give your employees a chance to differentiate their skills. Selecting a specialised funding team is a significant opportunity for internal development. 

Differentiate your firm

Use your new service line to differentiate your firm and attract new clients. Our Playbook gives you the tools and collateral to promote your new service line to the market. 

CHECK OUT OTHER FEATURES

Access to 100+ lenders

Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

Get the latest funding, product and event updates

Everything from you'd want from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.