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Elevating Your Tax and CAS Engagements Using Fintech and Financing

Register for this webinar to learn from industry experts and firm voices including Travis Miskowitz from Wiss, as they discuss taking your tax and Client Advisory Services (CAS) engagements to the next level using the new opportunity in fintech and financing advisory.

Learning Objectives:

  • Learn how current economic conditions and rising costs are affecting small businesses and their relationships with their tax & CAS accountants
  • Learn best practices around introducing financing advisory to clients through existing tax engagements
  • Recognize how fintech plays a role in creating new opportunities for accountants to step in as a trusted financing advisor
  • Explore examples of how accountants are providing value to their clients through financing advisory services