reports, guides and datasheets

Power up on your firms advisory

Discover a healthier way to do business with you and your clients'.

Guides and Datasheets

Firms of future report

Firms of the future research report 

We surveyed 500 accountants in the UK to see how their post-pandemic client relationships have evolved. Find out how your compare.

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Business finance one pager

How to supercharge your client conversations 

Getting your clients to open up and talk is the first step towards a better future.

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Business finance one pager

Opening up a whole new world of funding for your clients

A datasheet to help your clients find the best routes to business finance 

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Future-proof your clients with Capital Advisory

Leveraging data and tailoring client advice 

A guide to unlocking your clients full potential with data

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Future-proof your clients with Capital Advisory

How to work the debtor book to grow your client's business 

Discover how to help your clients leverage strong business health and achieve further growth.

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Future-proof your clients with Capital Advisory

How to recover your client’s capital

A guide for accountants exploring how they can assist clients in recovering bad debts with a no-risk solution.

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Future-proof your clients with Capital Advisory

How to raise your client’s capital

A guide for accountants exploring the key ways to raise capital for clients and how to prepare them for success.

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Future-proof your clients with Capital Advisory

Future-proof your clients with Capital Advisory

This guide will help you understand the various ways in which you can support your clients to be future-proof

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Super-deduction tax allowance resources

Use super-deduction to help build your client's business

Find out how to help businesses cut their tax bill by 130% when they invest in new plant and machinery.

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How to protect your clients capital

How to protect your client’s capital

Help your clients make the most of the UK government Recovery Loan Scheme with our Recovery Loan Scheme starter pack

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Recovery Loan Scheme starter pack

Recovery Loan Scheme starter pack

Help your clients make the most of the UK government Recovery Loan Scheme with our Recovery Loan Scheme starter pack

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Capital as a business advisory service

Capital as a business advisory service

A free guide for accountants on how to strengthen your firm's services with Capital Advisory and support your clients throughout their business journey.

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Debt recovery

Debt recovery and dispute resolution

Find out how you can give your clients a lift, at a time they need it most

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Funding, buying and selling your accounting practice

Funding, buying & selling your accounting practice

The guide maps out what you need to be doing now, to ensure you're ready for the future

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2021 planning for accountants, by accountants

2021 planning for accountants, by accountants

Find out what other firms are planning for 2021 and what you could do to help your clients.

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Charging for funding services

Charging for funding services

Find out how accounting firms price and charge for funding services.

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Charging for funding services

Create a culture of funding within your practice

Get a deeper understanding of the funding market and how to initiate and navigate funding conversations.

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