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Bonus Lunch Session Onsite Only

ENG23LL10. Empower Your Small Business Clients with Financing Advisory (PFP)

In today's uncertain economic climate, more small business owners are seeking guidance on financing decisions from their accountants. Join Biz2Credit and for a Lunch & Learn that will equip you with the knowledge and tools to provide valuable Financing Advisory Services to your clients. Learn how to identify quick and secure financing options for your clients and discover advisory strategies to help them navigate rising costs and economic challenges. Take your relationship with your clients to the next level and drive more value for your firm. BY ATTENDING THIS SESSION, YOU'LL GAIN A COMPETITIVE EDGE IN THE MARKETPLACE AND POSITION YOUR FIRM AS A TRUSTED ADVISOR TO SMALL BUSINESSES.

Learning Objectives:

  • Understand the current economic outlook and its impact on small businesses
  • • Identify lending options for small business clients in need of financing
  • • Develop advisory strategies to protect clients from rising costs and future economic challenges
CPE Credits
NASBA Field of Study
Business Management & Organization
For individuals at all organizational levels
Advanced Preparation
Session Tags