Small Business Financing Options: New Ways to Fund CPA Firms and Their Business Clients (ACFO)


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Discussion Leader
Jami Schwartz

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Small Business Financing Options: New Ways to Fund CPA Firms and Their Business Clients (ACFO)

Customer Rating

Field of Study

Access to Capital

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Over a third of U.S. small businesses will seek funding this year. 43% of those fund seekers won’t get the funds they need. Yet 43% won’t get the funds they need.

Small businesses today have more financing options than ever before but in many cases, they are unaware of these options or how to find the right solution for their business.

Small business online loans have become popular in the last decade as banks have pulled back on lending, yet there’s still confusion as to how these products work and the differences. You’ve probably heard the terms peer to peer lending, angel investor, online lending and crowdsourcing, but what do these services really mean – and are they right for you and your clients.

As a trusted advisor to your small business clients, you want to offer guidance on how they can effectively manage their cash flow and grow their business. With so many options and changes in the financial landscape, do you know what to recommend and to whom?

This webinar will cover the current state of small business financing and explain the new online products and services that have moved to the forefront. The hour will address factors to consider that will help you determine the right financing option for you or your clients at the right time.

Major Topics

  • The current state and challenges of accessing capital for small businesses
  • Definitions of new lending options
  • How your business stage and goals affect what type of lending options to consider
  • Online lending decision criteria, key differentiators among services and available comparison tools
  • The future predictions for the online lending space

Learning Objectives

  • Understand the key differentiators between financing options
  • Understand how to match you and your clients’ business stage with the right financing option
  • Learn the basic principles of how online lending works and key differentiators among major lenders
  • Walkaway informed about lending options and feel confident referring your clients to available resources

Designed For

CPAs and other financial professionals who specialize in small business accounting and bookkeeping—who want to add value to their clients by advising on financing options and decisioning.

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Jami Schwartz

Registering...
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