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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