Guides and resources for accountants

Resources to help you start advisory conversations and launch Fluidly to your clients

7 articles in this collection
Written by Andrew Warden

Using Fluidly to help clients access funding

Follow these simple steps to start conversations with clients about cashflow and funding

Written by Andrew Warden
Updated over a week ago

Using Fluidly for VAT and growth planning at quarter-end

A recap of two ways Fluidly helps you start conversations at the end of a quarter

Written by Andrew Warden
Updated over a week ago

Using Fluidly for month-end client reports

A recap of two easy ways to use Fluidly with clients at month-end

Written by Andrew Warden
Updated over a week ago

How to use Fluidly

How-to videos to help you get started with Fluidly

Written by Andrew Warden
Updated over a week ago

Social media assets and logos

Assets to help you tell clients about Fluidly

Written by Andrew Warden
Updated over a week ago

How to launch a cashflow service

Start conversations and get clients using Fluidly

Written by Andrew Warden
Updated over a week ago

Help clients find funding

Learn how Fluidly can handle the hard work and risk

Written by Andrew Warden
Updated over a week ago