How to protect your client’s capital

A guide for accountants exploring how you can proactively work alongside your clients to keep their balance sheet strong. 

It starts with protecting

Every business needs capital behind it. While there are many routes for your clients to access capital, the first step should be to look at their current cash preserves and protect what is already there. Keeping a business' cash reserves well protected requires planning, proactive action and a keen eye on the company’s finances.

Our guide ‘How to protect your client’s capital’ explains the ways that you can work proactively work with your clients to protect the capital that’s currently sitting on their balance sheet.

What’s included:

  • The value of protecting capital
  • Putting protection of capital into action
  • How your firm can help
  • A case study on credit improvement in action
  • Capitalise as your Capital Advisory helping hand

Download your guide

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