Your business advisory and funding/capital services are inherently linked.
You can’t talk to your clients about improving their business without talking about how these plans are going to be funded. Similarly, if you’re talking to your clients about raising funds, then you will need to understand how these funds are going to be used efficiently and effectively.
Right now, accountants have a huge opportunity to generate additional revenue, build better client relationships and really help small businesses in their time of need.
We are currently in the midst of the perfect business advisory storm. With everything going on in the world, and lockdown after lockdown putting a halt on the majority of industries, businesses are turning to YOU, their accountants, for additional support. Just providing a compliance based service is no longer enough.
Join #TeamClarity and Capitalise for a two-part web-event series showcasing how you can successfully deliver business advisory AND funding/capital services to your small business clients. You will leave with the know-how to start the funding conversation with clients and a plan of action to implement in your firm.