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DCPA2202 - Featuring Finance and FinTech in your Client Advisory Practice

‐ Jun 6, 2022 11:05am

The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.

Learning Objectives:

  • Recognize current financial trends that position CPA firms as trusted financing advisors
  • Distinguish how other CPA firms are effectively and efficiently providing client value through financing
  • Select effective approaches to pricing and positioning of financing advisory services
  • Identify opportunities to save your clients time and money by using an integrated FinTech ecosystem


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