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ENG22TD20 - Tech Demo (1:05pm) - Business Financing Solutions – Demonstration

‐ Jun 8, 2022 12:30pm

As trusted business advisors, CPAs are positioned to provide valuable insights into the financial health of their clients’ businesses. By leveraging data and advanced fintech designed specifically for CPAs and their small business clients, firms across the nation are discovering how to deliver clients advisory value beyond traditional service offerings. Join us to learn how scalable solutions can enable firms of all sizes to manage their clients’ business financing needs through a streamlined process. During this session you’ll learn: • Macro-trends that position CPA firms as trusted financing advisors to small business clients • How to leverage data and advanced fintech to provide business financing advisory services more confidently • How to save clients time in securing financing through a streamlined business loan application process


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