PRA2513. Solve Cash Flow Challenges: Empower Your Clients with Financing Advisory Services

Cash flow challenges are a major concern for businesses, and accountants can play a critical role in addressing them. This session will explore how to offer financing advisory services, helping clients access funding, manage cash flow, and achieve growth while creating new revenue opportunities for your firm. Learn practical strategies, explore funding options, and discover how to leverage technology to streamline the process.

Learning Objectives:

• Identify business cash flow challenges and effective management strategies.
• Learn to provide impactful financing solutions to enhance client business growth and pay for expenses.
• Explore ways to integrate financing advisory services to enhance client relationships and firm revenue.