Free Whitepaper
Engaging With Clients Quick-start Guide
The CPA Business Funding Portal allows you to offer financing advisory services to help your small business clients access fast and secure funding to grow their business or pay expenses. But how would you go about identifying the right clients or starting the conversation to offer this amazing new opportunity?
Download our free quick-start guide to engaging with clients to learn why and how you can makesuch an unforgettable difference for your clients and earn more revenue, referrals, and client satisfaction.