Page 169 - JoFA_Jan_Apr23

The New Advisory

Opportunity for CAS

Firms

As a CAS (Client Advisory Services) firm, you are already guiding your small business
clients in key areas, but what about their financing needs? Take your practice a step
further with the CPA Business Funding Portal, created by CPA.com and fintech leader,
Biz2Credit. It's an easy-to-use, cloud-based tool that helps you secure and manage
financing for all your SMB clients. With products such as Working Capital, ERTC loans,
SBA 7(a) loans, and more, you can offer secure, consistent, and competitive funding, all
while earning more revenue for your firm.

Learn more: CPA.com/Business-Funding

Advantages of Choosing the CPA Business Funding Portal:

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