We’re helping your team get even closer to clients – by allowing you to invite colleagues to Fluidly and assign different user roles.
We’re helping your team get even closer to clients – by allowing you to invite colleagues to Fluidly and assign different user roles.
In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
Cornish Accounting MD Paul Miller talks to us about how he used our Bounce Back Loan insights to reach out to a number of his clients.
To help you stay effective through the months ahead, we’ve put together this guide to supporting clients they reopen.
To get a picture of how accountants use our cashflow tools in practice, we spoke to Stuart Hurst about his experience of using Fluidly with clients.
Good relationships need to work both ways. And clients don’t always play ball. So how do you identify a ‘good’ or ‘bad’ relationship?
Caroline Plumb, our Founder and CEO, offers practical solutions to the biggest challenges your practice will face in the months ahead.
From Xero to an iwoca loan, our rundown of the products that accountants could offer their clients over Christmas.
As an accountant, how do you instigate a chat with a client that you know will be hard? This guide has essential tips that will help…
Straightforward cashflow management to help business owners sleep better
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© 2022 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified. Fluidly is registered at 57 Broadwick Street, London, W1F 9QS
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