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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

THE CHALLENGE

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. 

THE SOLUTION

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.

THE RESULTS

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

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