DCPA2505. Optimizing Your SMB Clients' Financial Operations: From Efficiency to Results

As technology advances occur more rapidly and staffing challenges are pervasive, many businesses, and specifically many SMBs (small- and medium-sized businesses), are looking for outsourced support for their financial operations. Client advisory services (CAS) practices have always played a vital role in ensuring success for clients’ financial operations, but even more so today as opportunities and risk abound in a new era in technology. This session will focus on practical ways for firms to position themselves and their services around the pain points that SMBs are experiencing today.

Learning Objectives:

• Identify the common financial pain points small- and medium-sized business (SMB) clients face in the context of rapid technological advancements and staffing challenges.
• Recognize the role client advisory services (CAS) practices play in optimizing SMB clients’ financial operations and addressing their evolving needs.
• Recall practical strategies for positioning firm services to align with the specific challenges and opportunities SMBs encounter today.
• Distinguish between traditional and modern approaches to financial operations management to effectively meet SMB client expectations.