Unlock the secrets to securing financing for SMBs with this comprehensive webinar tailored for accountants. Learn how to improve business credit scores, explore both traditional and alternative financing options, and prepare lender-ready financial statements. Navigate the loan application process confidently, leverage SBA loans, and enhance cash flow management. By the end of this session, you'll have a robust toolkit to help your clients secure the financing they need to grow and thrive. Don't miss this opportunity to elevate your advisory services and drive client success.
You’ll learn to:
✅ Identify key factors influencing financing decisions for clients.
✅ Analyze different types of financing available for clients.
✅ Develop financial strategies based on client needs.
✅ Compare and evaluate the most suitable financing options for individual clients' needs.
✅ Understand and interpret the intricate details of loan contracts and terms.
⬇️ Reserve your spot today ⬇️
🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (
https://www.earmark.app). Live attendees will receive an email when the CPE course is ready (typically within two business days post-webinar). Once the course is ready, you can access it here:
https://www.earmark.app/c/1690
About the instructors:
Micah Geisenberg: Micah is a CPA and holds a Masters of Accounting from the University of Texas. He currently serves as Vice President at Lendflow, Inc., a FinTech SaaS company based in Austin, Texas, where he was the first finance hire and played a key role in securing Series A funding. Previously, Micah worked at Ernst & Young in Assurance and held the role of Fund Controller at Lionstone Investments.
https://www.linkedin.com/in/micah-geisenberg-cpa/
Learn more about Lendflow:
https://www.lendflow.com/
micah@lendflow.com
https://www.linkedin.com/company/lendflow/