For accountants and bookkeepers
You see the cash position before anyone else does — often months before the client raises it. We take those cases so your advice can stay joined up.
Request a callback- Best for
- Tax, growth and cash flow cases
- Typical products
- Tax funding, loans, invoice finance
- Reporting
- Back to you as well as the client
About for accountants
Accountants spot funding problems earlier than anyone. You see the VAT liability that is not going to be met, the corporation tax bill landing in a slow quarter, the client whose growth has quietly outrun their working capital. Very often you can see it a quarter before they can.
What you may not want is to become their broker. Researching lenders, chasing underwriters and managing a drawdown is not what your clients pay you for, and it is time that comes straight off your own chargeable work.
We take those cases and report back to you as well as to the client, so nothing you advise is undermined by a facility you did not know about. Your relationship stays yours; the legwork becomes ours.
What we most often help with
- VAT and corporation tax liabilities that need spreading rather than paying in one go.
- Working capital for clients whose growth has outpaced their cash.
- Equipment and vehicle purchases where the capital allowance treatment matters.
- Acquisitions, management buy-outs and partner or shareholder buy-ins.
- Invoice finance for clients stuck on long customer payment terms.
- Refinancing expensive short-term facilities a client has accumulated.
How we work alongside you
- We report to you as well as to the client, so your advice stays consistent.
- We will tell you when borrowing is the wrong answer, which is sometimes what you suspected already.
- We work from the figures you already prepare rather than asking the client for everything twice.
- We flag anything in a facility with tax or accounting implications worth your attention.
- No cross-selling against your relationship, and no contact beyond the case you referred.
Frequently asked
Will this cut across the advice I have given?
It should do the opposite. We report back to you, and where a facility has accounting or tax consequences we will say so before anything is signed rather than leaving you to discover it at the year end.
What if borrowing is not the right answer?
Then we say so, to you and to the client. We are not paid to arrange facilities that should not exist, and telling a client honestly that they should not borrow is usually better for your relationship with them than the alternative.
Can I refer a client who has already been declined?
Yes, and it is a common reason for a referral. A decline from one lender says very little about the rest of the market — appetite varies enormously, especially by sector. Tell us who declined and why, and it saves everyone time.
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Send us a case and see how we handle it
No agreement needs signing to have the first conversation. Tell us what you keep running into and we will tell you whether we can help.
