Get closer to clients
Three simple ways for accountants to get closer to their clients
Our lenders offer an extensive range of finance options - so you will find an option that works best for your business.
A report tracking how fit leaders feel when it comes to their physical and mental health, professional relationships and business finances.
Focusing on the future positives as an adviser – with Monitor
Understanding your clients key goals and ambitions
Our new Instant Offers partnership with Funding Circle, it’s easier than ever for your SME clients to apply for fast and flexible funding up to a maximum of £100k.
Useful Resource
Being a founder or CEO is hard. But technology can help.
Why Plan B won't derail your clients’ 2022 strategy
While Plan B may be an inconvenience for some SMEs, it’s definitely NOT the end of their plans, growth objectives or strategy for 2022.
Capitalise and Funding Circle have partnered to offer you and your clients a brand new Instant Offers route to finance.
Key ways that our Monitor client intelligence software can help you to keep tabs on fraudulent CBILS or BBLS activity.