26th Feb 2024

How to help your clients with their business banking

How can accountants bridge the gap between their SME clients and banks, so that clients can access funding and other SME-friendly features? Our guide shows you.
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Business investment is set to fall by 5% in 2024 – so how can accountants ensure that every penny counts for SME clients?

That depends on a crucial, and often overlooked, relationship: Banking.

This whitepaper explores how to make the most of working capital, access financing where possible and earn the best interest rates on balances. It’s an important but often-overlooked area of running a business and this guide will give you the information you need as an accountant so you can help your SME clients navigate this complex and changing landscape.

Download to learn:

  • The banking service gap and how this can be rectified
  • How to ensure SME clients make better-informed financial decisions
  • Why now is the prime time for accountants to work with challenger banks
  • Two accountants' experiences of transforming client-banking relationships
  • Tips on talking about business banking with your clients

Download this Guide

Allica Bank & AccountingWEB whitepaper: How to help your clients with their business banking

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