How accountancy firms can scale advisory with funding partners

• Cash flow challenge: My firm wants to offer more advisory services but we need resources, training, and technology to deliver them effectively without impacting current operations.

• Perfect for: Accountancy firm owners and partners aiming to grow beyond compliance work and increase revenue through value-added services.

Novuna helps accountancy firms access funding to expand their services, either through our award winning in-house offering or by comparing the market to find the best fit.

We work with providers who understand professional services, help you apply, and make sure you get the right deal to support long-term growth.

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Why advisory services matter for accountants

The accountancy sector is shifting away from pure compliance work towards advisory and consultancy. Clients increasingly expect proactive guidance on improving profitability, managing cash flow, and securing finance. Expanding into these services can strengthen relationships, create recurring revenue, and position your firm as an essential business partner.

However, building advisory capacity requires investment in staff training, specialist tools, and sometimes even additional hires. Without the right funding, these ambitions can strain working capital.

Key challenges in scaling advisory services

• Training and upskilling staff: Moving into advisory work often means training team members in business strategy, cash flow management, and sector-specific advice.
• Investing in technology: Cloud accounting tools, forecasting software, and data analysis platforms are essential for delivering high-value advice efficiently.
• Marketing and client acquisition: Promoting new services requires targeted marketing campaigns and potentially rebranding to highlight your expanded offering.

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Funding options to support your firm’s growth

• Working capital loans: Flexible funding to cover training, marketing, and operational costs during the transition into advisory services.
• Asset finance: Ideal for purchasing new technology or upgrading office infrastructure without large upfront payments.
• Invoice finance: For firms that bill clients on credit terms, invoice finance can free up cash to reinvest into growth initiatives.
• Business development loans: Tailored for professional services firms looking to expand their service portfolio and client base.
  

How Novuna Business Cash Flow can help

We work closely with accountancy firms to identify the most suitable funding products for scaling their advisory services. Whether you’re training staff, investing in technology, or launching new marketing campaigns, we ensure you secure competitive terms from providers who understand your sector.