Level up your knowledge skills with Mastery
For the final part of the Capitalise Learn series - Mastery - we explore how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor.
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Go beyond the numbers and get your clients' balance sheet match fit. Raise, recover and monitor capital - all through one platform.
Discover more opportunities for your practice by protecting and growing your clients' capital. Our guide shares tips, facts and checklists on how to build capital advisory in your practice.
Which came first - the business or the balance sheet?
Well, according to David Graeber’s fantastic anthropological journey about the origins of money - it would be the balance sheet. David argues, compellingly, about the origins of money being “debt” - from IOUs - rather than the financial systems originating from money. For those interested, he is (was, sadly) a founding thinker of the Occupy Movement and asks important provocative questions about modern monetary policy - so we highly recommend it as a read.
While we may debate about which financial statement offers the highest value at which time, surely we can all agree that the capital position of a company is crucial to their success?
Capitalise.com is founded on this belief that businesses need advice on this journey and that there is no-one better placed than accountants in their business advisory role.
Capital advisory is about going beyond the numbers and helping your clients get their balance sheet match fit. Build strength and resilience in your clients’ businesses by helping them raise, recover and protect their capital - all through one platform.
With 90% of accounting firms naming business advisory as a top strategic priority [Capitalise, August 2020] yet the majority identifying time as a key challenge in making it a success, we’ve put together a guide to share on shortcuts on getting set-up.
We’ve put together a guide which shares tips, facts and checklists on how to build a capital advisory function in your practice.
It’s free to access and so dive right in:
Bring the future forward. Why Capitalise.com is focused on raising, recovering and protecting capital in businesses.
Access exclusive online sessions with leaders from outside the accounting sphere plus lender briefings and market updates.
With updates from the lending market, product releases and live sessions designed to help you support your clients, sign up for our upcoming webinars.
Upcoming sessions
SESSION | Name | Link |
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The Future Positive Community | The Future of accounting technology - 25th May |
> Register |
Capital Advisory | Keeping clients' cash flowing with Fathom and Capitalise - 26th May |
> Register |
Take a look at some of our previous sessions in case there's anything you've missed.
Previous sessions
SESSION | Name | Link |
---|---|---|
Market update | Exploring the new Recovery Loan Scheme | > Watch here |
Session with AVN | How to sustainably grow your practice post Covid without working harder and longer | > Watch here |
Raise, Recover, Protect |
Raise capital...2021 predictions for Grants | > Watch here |
Raise, Recover, Protect |
Recover capital...2021 predictions for R&D Tax Credits | > Watch here |
Market update | Triaging and next best actions with CBILS/BBL repayments | > Watch here |
Raise, Recover, Protect |
Recover capital...2021 predictions for Debt Recovery | > Watch here |
Raise, Recover, Protect |
Protect capital... 2021 predictions for Credit Improvement | > Watch here |
Practice leaders | 2021 planning for accountants, by accountants | > Watch here |
Practice leaders | Mental health training for accountants | > Watch here |
Product | Recovering bad debts for clients | > Watch here |
Product | Introducing our servicability calculator | > Watch here |
Product | 2020/21 Product roadmap | > Watch here |
See your clients differently, so you can get ahead in your funding conversations.
For the final part of the Capitalise Learn series - Mastery - we explore how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor.
The CBILS 31st March deadline is fast approaching, now is the time to make sure your clients are ready and prepared for what's around the corner.
Access exclusive online sessions with leaders from outside the accounting sphere plus lender briefings and market updates.
Ongoing
Online