Benefits
On average, accountancy practices are asked to help with a finance application once a month; with Funding Options you can grow incomes with a service clients will find both relevant and valuable.
What accounting practices want…
98% want a deeper relationship with existing clients.
94% want increased fee income from existing clients.
96% want to gain new client relationships.
…and what they say about Funding Options
95% agree it is an excellent opportunity to develop deeper relationships, by helping clients with a key business issue.
82% agree it is an excellent opportunity to gain increased fee income by helping clients to save time and money.
82% agree it is an excellent opportunity to gain new client relationships, by offering a unique and valued new service.
Why is this important?
“Business owners and their accountants [need] to ensure they prepare and present clear, informative and – most importantly – standardised financial data when seeking finance”
Forum of Private Business
Forum of Private Business
“Accountant and legal professionals are there to help… They should be fully involved in the pre application process and should be party to those discussions”
British Bankers’ Association
British Bankers’ Association
