CPA - small firm
CPA - medium firm
CPA - large firm
There are times when accessing capital and injecting it into the business is the best financial decision for sustainability and growth. However, many businesses don’t understand the best ways to access capital or the best time to do so. Join this session for Part 2 of getting your clients finance ready. We’ll explore important questions such as the following:
- Is your client finance/bank ready?
- Should your client bring in their own cash or use “other people's money” (OPM)?
- How much cash should they be asking for?
- Is there a tool to help make this decision easier to calculate and explain?
Attend this session and get answers to these questions as well as a demonstration of a cash flow planning tool that you can integrate into your next client financial conversation.
Learning Objectives:
- Evaluate the best way and best time to access capital
- Determine whether it is better for your client to bring in their own cash or use “other people’s money”
- Identify a cash flow planning tool that can help clients become finance ready
See Part 1 of this series here.
Mariette Martinez
MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
[email protected]
(909) 509-5887
Mariette is the founder and lead educator at MasterYourBooks Learning Center.
After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.