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CPA Business Funding Portal: Deliver Deeper Client Value with FinTech and Business Financing
The CPA profession played a critical role in helping business clients acquire funding during the pandemic. This role naturally led to CPAs providing these clients with business advice. In turn, the opportunity for deeper client advisory services through financing and fintech was revealed. In this session, we'll showcase how your firm can leverage fintech to deliver deeper client value.

In this webinar, we'll cover:
• Current financial trends that position CPA firms as trusted financing advisors.
• How to pinpoint opportunities to utilize FinTech to save your clients time and money.
• How the CPA Business Funding Portal can streamline your client's financing and enable your firm's financing advisory services.

Note: This webinar is NOT for CPE credit
Please choose only one webinar to attend.
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