Start conversations that are helpful, productive and adding value for your clients.
Do more than refer
More than 50% of SMEs need funding at some point in their lifetime. With a dwindling number of bank managers, these businesses are increasingly turning to you, the accountant, for advice.
This guide gives you a deeper understanding of the funding market and a framework for how to initiate and navigate funding conversations. Do more than just refer clients to brokers - help them grow through funding.
If you'd rather talk to us directly, just book in a consultation with our team.