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The Future Positive Community exists to facilitate interesting conversations, connections and provide support with a range of relevant and on demand resources for the wider accounting community through 2021 and beyond.
Welcome to the Future Positive Community. Here's a sneak peak at what's in store for community members.
One of the three values we work towards at Capitalise is being “Future Positive”. Now, more than ever we recognise the importance of being positive and our collective need for a Future that will be better than today.
The Future Positive community exists to facilitate interesting conversations, connections and provide support with a range of relevant and on-demand resources for the wider accounting community to help them through 2021 and beyond.
Welcome to the community!
The first Future Positive community skills event focused on using LinkedIn to elevate your brand. Phil Hobden was Join by Francesca Tricarico.
The first Future Positive Community skills session focused on elevating your LinkedIn profile to reflect both your personal and professional brand.
Phil Hobden, Capitalise Head Of Customer Education, was joined by Francesca Tricarico, Managing Director at Future Cloud Accounting, to share strategies, best practice advice and the challenges of growing your personal and professional brand on LinkedIn.
They covered off when the best time to post is (and how many times a week is most optimal), how to use Hashtags and tags correctly, how to maximize your profile for the most significant impact and what kind of connections will benefit your profile.
Hosted by Phil Hobden (Head of Customer Education at Capitalise) & Kirsty McGregor (Head Of the Corporate Finance Network), they’ll be joined each episode by a guest from the accounting industry.
Kirsty & Phil talk to Chris Downing, about the Sage Practice Of Now Report 2020.
Chris is the Director of Product Marketing for Accountants & Bookkeepers at Sage as well as a former accountant in practice - having worked for over 19 years for Milsted Langdon. He's also a previous judge for the accounting excellence awards and has advised the institute on Making Tax Digital.
Kirsty & Phil talk to Will Farnell, about the future of the digital firm and the impact of COVID on the accounting industry.
Will Farnell is the founder of Farnell Clark, a keynote Speaker, author of The Digital Firm and Mentor to Accounting Firms. Also the co-founder of the App advisory plus platform which supports accounting firms to deliver profitable App Advisory services for their clients.
Phil Hobden speaks to Capitalise CEO and co-founder Paul Surtees and Capitalise accountant in residence Kirsty McGregor about all the key headlines from the 2021 budget on the 3rd March.
Kirsty & Phil talk to Rob Collins, Finance Lead at digital receipt platform Flux about the lessons he learned about practice when he moved to industry. Previous to Flux, Rob worked for over 7 years in practice for UHY East and was part of their cloud team. He also guested on a social media webinar Capitalise ran in 2019, back in the days when Webinars were still new and exciting!
Kirsty & Phil talk to Claire Bennison. Claire is the head of the ACCA UK, and a judge for the Women in Accountancy and Finance Awards. Claire held roles at Whitbread and Ericsson before moving into professional bodies with eight years at the CIPD before joining the ACCA, who now have c90,000 members –the fastest growing membership all of the professional bodies as well as the most diverse membership.
This episode (recorded at the start of April) Kirsty & Phil were joined by Lucy Cohen. Lucy is the Co-founder of Mazuma Accountants as well as a diversity & mental health champion, author of the Millennial Renaissance and who was named 'Woman of the Year 0 Technician' at first ever Women in Accountancy and Finance Awards.
This episode Kirsty & Phil are joined by John Stokdyk. John is the current Editor in Chief for AccountingWEB - the leading online community for accounting professionals. As editor John played a key role in delivering the highly regarded Practice Excellence and Software Excellence Awards and has been involved with Web-based media since 1997.
This episode Kirsty & Phil are joined by James Ashford.James is the founder of GoProposal, the Bestselling Author of the recently updated "Selling to Serve", Keynote Speaker and Director of accounting firm MAP. He is also a prolific user of social media and has built one of the most active communities in the accounting space.
This episode Kirsty & Phil are joined by David Dand. David is the director of Dand HR Associates who specialise in outsourced HR, employer branding and senior level recruitment in the accountancy, financial and professional services.
All you need to know about CBILS in one place. Our Cheat Sheet explores benefits, eligibility criteria, and the required documentation to apply.
Not sure where to start with CBILS? There's a lot of information flying about so we've put all you need to know (the basics) in one neat place.
This CBILS Cheat Sheet breaks down the benefits, eligibility criteria, minimum required documentation to apply and more.
Capitalise has 33 of these 90+ lenders on our platform and our matching service will identify which products a business is eligible for. Don't hesitate to get in contact with us for more information on the CBILS process.
Buying and selling businesses is something which most firms will have to assist with. Getting to grips with it as a service is, therefore, crucial to your firm.
The words ‘corporate finance’ can invoke a marmite-response in accountants. Some accountants think corporate finance is exciting, others do not.
Whether you’re a fan of the title of this service line or not, the activity of buying and selling businesses is something which most firms inevitably come across from time to time. Rather than this requirement from your client be a nuisance, this is an opportunity for an accountant to develop additional corporate finance skills and should be grabbed with both hands.
Outgoing timeline example to help clients see at a glance how cash flow may be impacted over the next year.
If your clients aren't ready to do full cash flow projections just yet, this schedule shows you, at-a-glance, the major outgoings which the business will be due to start paying over the coming months and year.
Listen to some advice from a restructuring expert to help your client avoid becoming a business in distress.
This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Kirsty McGregor and Dave Fleming explore the state of the UK economy post-lockdown and how businesses can take steps to regain control and recover their business.
Unravel the recent changes in the funding market and how they will affect business owners going forward.
This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Kirsty McGregor, CFN, and Paul Surtees, Capitalise, discuss government support, changing lending practices and resolving working capital requirements.
Additional resources
Whether for 13 weeks, 12 months or 3 years, and whether you call them cash flows or financial projections, you need to get to grips with preparing them for clients.
This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Phil Hobden, Capitalise and Kirsty McGregor, CFN, discuss the importance of businesses having a written plan, how to prepare them quickly and effectively and which software to use. Plus tips from Kirsty regarding the regulatory issues which accountants need to remember.
With average debtor days increasing, recovery could give business owners a lift when they need it most.
This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Olly explains the reason why the Capitalise Recovery product was recently launched and describes how the majority of disputed debts in SME businesses are dealt with. He explains how this product can now provide a no-risk debt recovery solution, escalated all the way to the High Court if necessary, for yourselves and your clients so these debts are not simply written off. You can include debts up to three years old. It is, thefore, an ideal solution for any businesses to consider, but especially those who are cash-strapped.
This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
It has to be said, Invoice Finance isn’t the most popular product in the SME economy. However, should it have such a poor reputation, or is it misunderstood?
In the current climate, many businesses may find that Invoice Finance is the perfect solution to fill the gaps in their working capital requirements, and grow again.
As we approach the end of another tax season, accountants are able to release some capacity to focus again on the other advisory needs of their clients.
You may say there is no such thing as free cash, but there are in fact, free grants. Some of which could benefit your clients.
Capitalise is running a host of live briefings to help accountants navigate the current climate and support their clients.
On-going
Online