DCPA2404. Grow and Retain Your SMB Client Book with Financing Advisory Services

Small and medium-sized business (SMB) owners often face unique financial challenges and are increasingly looking to their accountants for advice. By providing funding options through financing advisory services, firms can increase their revenue and client base through helping their clients expand, invest, and manage cash flow effectively. During this session, our experts will demystify financing advisory services and reveal their potential to expand your SMB client base and cultivate relationships.

Learning Objectives:

• Identify the evolving role of accountants in advising small and medium-sized businesses (SMBs) on financing options, focusing on how these services can enhance client relationships and business growth
• Apply crucial knowledge on introducing and pricing new advisory solutions to your client base most effectively
• Determine practical strategies for attracting and retaining SMB clients by offering specialized financing advisory services, and explore the potential of these services to increase firm revenue and client base