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DCPA2218 - Macroeconomic Trends and Small Business Advisory in 2023

‐ Dec 6, 2022 2:20pm

Two topics have been top-of-mind lately for many CPAs, especially if you work with small business owners: recession and rising costs. In this session, industry experts and practitioners will explain how economic conditions and trends are impacting small businesses, as well as how to leverage this knowledge and play the role of a trusted business advisor to your clients. You’ll learn actionable steps to help mitigate risk and hedge against a recession and rising costs. Plus, learn what a changing technology landscape may mean for your firm’s relationship with its small business clients in the year ahead.

Learning Objectives:

  • Determine how current economic conditions are affecting small businesses
  • Identify risk management and financing advisory strategies that can protect clients from rising costs
  • Analyze examples of CPA firms providing financing advisory services to clients today
  • Apply advancements in small business technology needed to support clients through economic volatility


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