Page 35 - TaxAdviser_Jan_Apr23_Neat
P. 35

The new Financing


           Advisory opportunity



           for CPA Firms





















           As your clients’ most trusted advisor, you helped them secure much-needed financial
           relief through the SBA’s Paycheck Protection Program. Now, your small business clients
           are looking to you for continued financial guidance. That’s why CPA.com and fintech
           leader Biz2Credit developed the CPA Business Funding Portal -- an easy-to-use, cloud-
           based tool to help you manage financing for all your clients. Our new Term Loan and
           Working Capital products offer secure, consistent, and competitive funding that goes
           beyond business relief, all while earning revenue for your firm.



           Learn more: CPA.com/Business-Funding




           Advantages of Choosing the CPA Business Funding Portal for Business Financing:


            Reliable Funding       Client Experience      Decision Speed        Preferred Pricing






               1,000s                 5-Star               48-hour                  ~1%
           new customers per month     Trust Score           turnaround              discount
           Deep partnership network,   Over 13,000 customer reviews  Fully digital approach   Exclusive benefit for firm clients
              proven over years
   30   31   32   33   34   35   36   37   38   39   40