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.
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.
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.
Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.
Everything from you'd want from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.