Upskilling teams’ business finance knowledge

How Capitalise helped MAP accountants

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MAP is a Manchester-based firm of accountants that specialises in working with digital agencies, offering a full outsourced finance function to their clients, to give them expert leadership on their financial systems. It partnered with Capitalise as it acknowledged part of its service was lacking – an ability to manage their clients’ funding needs.

‘If we couldn’t offer finance advice, our clients could quickly outgrow us’, says Paul Barnes, founder and managing director of MAP. MAP shares how the Capitalise platform has helped open the doors to a new and deeper business finance experience.

‘I didn’t have the time available to train and upskill the team. Capitalise offered the perfect solution. Their platform gave us the much-needed experience around funding and finance. And it also provided a seamless process for finding and applying for those products. That was a turning point for us,’ says Paul.

MAP explains how partnering with Capitalise has been an education process that’s been instrumental in its continued success. With its goal of embedding confident funding advice into its everyday business, Capitalise offered in-depth training and one-to-one conversations with the wider team to get the whole team up to speed. Something that Paul Barnes states took a lot of pressure and burden from him: ‘The team now has the skills and knowledge to advise their clients on their funding and business finance needs’.

The Manchester-based firm believes that not only does it feel the benefit of Capitalise, but also so do its clients. It states how it now feels more confident to challenge its clients where needed, push harder and make more of these new routes to funding.

This is one of the main objectives of Capitalise’s Monitor platform. Monitor is Capitalise’s client intelligence software, which helps accountants to identify risks and opportunities for their whole client portfolio on one easy-to-use platform. Launching the platform, MAP explains how it’s able to access additional capital for its clients, negotiate early settlements and save ongoing fees – giving its clients greater control over their businesses. ‘That’s the difference that funding advice can make,’ says Paul.

It is clear that the firm feels supported by Capitalise, stating ‘We know that our team has the knowledge and support from Capitalise to provide a great service to our clients. It’s really helping us drive the team’s ambition and the profitability of the firm,’ concludes Paul.

Find out more about MAP and how Capitalise has helped it offer a forward-thinking, proactive business finance service. Read MAP’s story.