Webinar

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How Business Financing Can Take Your Client Advisory Services to the Next Level

During the height of the pandemic, numerous CPAs stepped up to the plate in order to offer critical business relief to small business clients through the Paycheck Protection Program. In doing so, the opportunity for providing deeper advisory services through business funding was revealed to firms across the country and beyond.

Join leading voices in the accounting industry including CPA.com President & CEO Erik Asgeirsson, and CEO & Co-Founder of Biz2Credit, Rohit Arora, to discuss how the new opportunity in business financing can take a firm's Client Advisory Services to the next level. Attendees will learn how to define the scope of their offering, develop effective pricing, packaging, and positioning, plus much more to enable value-added business financing advisory services the right way. This webinar is perfect for CPAs and firms that are ready to lead the way for the rest of the industry.

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