Free Webinar
Beyond the Balance Sheet: Holistic Accounting & Financing Advisory
One of the most urgent issues facing business clients today is ensuring they have access to the capital they need, when they need it. In this webinar, we’ll explore how firms can help clients address this challenge as part of a financing advisory relationship, helping clients look beyond the balance sheet to act on strategic opportunities that enable their success. How can firms connect business financing support to broader advisory services relationships? Why is cash flow such a hot-button issue today, and how can you help clients navigate their financing challenges? What are the macro-level economic forces shaping this environment for small-business clients, and how can you deliver strategic insights to inform clients’ most important decisions? Our panelists – including a practitioner who has adopted holistic accounting practices to fuel her firm’s growth – will explore all these questions to give you a practical view of how to take your advisory capabilities to the next level and drive more value for clients.
Learning objectives:
- Explore real-world examples illustrating the application of holistic accounting principles in financing advisory services.
- Discuss best practices for effectively communicating complex financial concepts and recommendations to clients.
- Learn about emerging trends and technologies shaping the future of financing advisory and their implications for accounting professionals.
