Mastery explores how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor to give you an expert industry view on these topics.
Build up your practice by adding capital advisory
Everything you need to start: Raise, recover and monitor your clients' capital needs
Everything you need to advance: Evolve your practice with capital support for your client portfolio
Everything you need to be the experts: Do more than refer, build a service line around capital
Everything you need for a national roll out: Multi office, added security, co-branding & strategic advice
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.
Live sessions to keep you in the loop with the latest industry insights and current innovations.