With Corporation Tax and Self-Assessment deadlines looming, it’s got us thinking about our relationships with accountants and how beneficial these partnerships can be.
At this time of year, accountants and finance brokers naturally have similar conversations with their customers. Between us, we know better than most that many business owners don’t budget appropriately for things like Corp Tax.
The reality is, these expenses get pushed back until the last-minute, leaving businesses stressed and seeking funding to cover the cost. The same goes for quarterly VAT bills too. Your accountant is a sound starting point to seek support, and if that accountant is partnered with a recommended finance broker this gives the customer an efficient referral journey to secure the funds they need.
Our team of accountancy specialists
With in-house finance brokers at Moorgate that come from an accountancy background, we recognise the importance of accountants strengthening their customer relationships. With the rise of systems like Xero, the time has come for accountants to widen their billable services and increase their value to customers.
Sharing sound financial advice and being able to refer customers to reliable brokers for funding is just one way to do this. We recently supported an accountant that we are partnered with in exactly that way. Explore our success story.
White label accountancy communications
We also work closely with accountants to provide white label communications that are relevant to their customers, but that they may not otherwise have had the time or resources to produce. For example, a simple presentation on funding options and tax benefit schemes can be branded to suit your accountancy firm and distributed to your customer base.
If you’re looking to widen your billable services in 2024 and want a reliable finance broker who can offer your customers sound, tailored advice, and funding solutions – Moorgate Finance are here.
We are armed with the in-house specialists and expertise to set-up a thriving partnership with your accountancy firm and ensure a smooth customer journey for your clients.
Call Moorgate Finance on 01908 92 6262 to speak to one of our Accountancy specialist and let’s explore potential partnerships for 2024.