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Empowering accountants to be the new relationship managers for finance. Help your clients and evolve your practice.
Build up your practice by adding funding advisory
Great for ad hoc referrals to help your clients find funding
recommended
Do more than refer, build a service line around funding
Multi office, added security, co-branding and strategy advice
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Our training team have a wealth of experience in accounting and finance. Accounting tech, banking, finance, we even have ex accountants in our training team. Your firm is in capable hands.
Supporting with your questions and anything funding related are our helpful Partnerships managers. They are your point of contact and know how to get things done.
No one knows how to get funded better than our Funding Specialists. With a wealth of knowledge of the changing lender requirements, they will do anything within their power to help with your application.
