DCPA2115. The Playbook to Create a Business Financing Advisory Practice

The CPA profession has played a critical role in helping small businesses achieve forgivable loans through the Paycheck Protection Program by leveraging new tools and capabilities. In this session, leaders from CPA.com and fintech company Biz2Credit will share how thousands of firms expanded their advisory services via the CPA Business Funding Portal to provide business relief for clients during economic recovery efforts.  CPA firm owner Andrea Parness  will share how she and her team leveraged the platform to create a successful application and forgiveness process. You'll hear from these experts exactly what steps firms have taken to make fintech a central part of their services for clients through PPP and loan forgiveness. They’ll also share best practices and insights on how your firm can expand into business financing advisory services to deliver greater value to clients beyond PPP.

Learning Objectives:

• Identify how firms leveraged the CPA Business Funding Portal to help clients receive PPP loans
• Recognize how your firm can address specific needs clients may have when it comes to business financing and working capital
• Discover best practices and insights on how your firm can expand into business financing advisory services long-term
• Give attendees hands on knowledge in how to integrate future support opportunities into your current firm process