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 cash flow challenges and financing needs for business clients.
• Identify funding solutions and technology tools to enhance financing advisory services.
• Recognize strategies to integrate financing advisory into your practice and drive firm growth.