The role of an accountant transcends numbers; it becomes that of a trusted advisor steering businesses toward growth. Join us as we explore the realm where collaboration and advisory services not only enrich your practice but also lay the groundwork for sustained profitability. The heart of this webinar lies in the art of solidifying your role as a trusted advisor, a beacon of guidance and support. We will explore how strategic collaborations with lenders and government agencies can amplify your influence, offering your clients insights that surpass financial figures.

But it doesn't end there. We will equip you with the tools to guide micro and small businesses toward loan readiness. Explore how the financial landscape transforms when businesses are armed with the knowledge to navigate loans effectively, setting the stage for their growth. 

Learning Objectives: 

• Describe how to strategically position yourself as a trusted advisor by forging relationships with lenders and government agencies


• Identify insights into how to incorporate loan readiness advisory services into your practice and learn how such services can create new revenue streams while enhancing client relationships


• Summarize effective communication methods to ensure seamless collaboration with lenders, leading to increased chances of loan approval for your clients


• Recognize practical steps and best practices for guiding micro and small businesses through the process of becoming loan-ready, including financial documentation, budgeting, and optimizing creditworthiness