Call us

How Inform Accounting helped clients access government loans

“Over the last six months we’ve been stretched thin providing support to all the clients that have needed it.

“We couldn’t have launched funding during such a busy time if it wasn’t for Fluidly’s hassle-free service.”

Sian Kelly, Managing Director, Inform Accounting


Inform needed to help clients easily access funding

Inform Accounting had recently started offering clients help with funding, as part of its business advisory service. 

One client, an e-commerce business, was losing revenue at the start of the pandemic. “They came to us needing finance, so we wanted to provide the right support,” Sian Kelly, Managing Director at Inform Accounting said.

“With the cash to buy more stock, the business could make the most of an increase in online shopping during lockdown,” Sian said. 


A simple and straightforward funding service

Fluidly worked with Inform to match its client with a range of offers from different lenders, including government coronavirus loans.

“The Fluidly team were really helpful and responsive,” Sian said. “We looked at various options, but CBILS was the obvious choice.”

Once the client decided which loan to go for, a Fluidly funding specialist handled the rest. Fluidly dealt with the lender, took care of the paperwork and guided Inform’s client through the entire process.


A happy client and a referral payment

The client’s application was successful and the business took out £150k in CBILS funding. Inform Accounting not only earned a referral payment, but also saved time and resource by handing over the hard work to Fluidly. 

“If our client had gone directly to a high street bank, there would have been less hand-holding,” Sian said. “Fluidly and the lenders it works with are a lot faster too. Plus, you can access other lending products like invoice and asset finance.”

“Once a client starts growing, we end up having more conversations and talking about other services,” Sian said. “Helping clients with funding makes them that bit more sticky.”

The time is now

Start planning with confidence

Keep an eye on your cash position and get the tools you need to make smart business decisions.
Try Fluidly for free today
Year Established
Team Size
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Consent to display content from Youtube
Consent to display content from Vimeo
Google Maps
Consent to display content from Google
Consent to display content from Spotify
Sound Cloud
Consent to display content from Sound