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CPA - medium firm
CPA - large firm
The role of an accountant transcends numbers; it becomes that of a trusted advisor steering businesses toward growth. Join us as we explore the realm where collaboration and advisory services not only enrich your practice but also lay the groundwork for sustained profitability. The heart of this webinar lies in the art of solidifying your role as a trusted advisor, a beacon of guidance and support. We will explore how strategic collaborations with lenders and government agencies can amplify your influence, offering your clients insights that surpass financial figures.
But it doesn't end there. We will equip you with the tools to guide micro and small businesses toward loan readiness. Explore how the financial landscape transforms when businesses are armed with the knowledge to navigate loans effectively, setting the stage for their growth.
Learning Objectives:
- Describe how to strategically position yourself as a trusted advisor by forging relationships with lenders and government agencies
- Identify insights into how to incorporate loan readiness advisory services into your practice and learn how such services can create new revenue streams while enhancing client relationships
- Summarize effective communication methods to ensure seamless collaboration with lenders, leading to increased chances of loan approval for your clients
- Recognize practical steps and best practices for guiding micro and small businesses through the process of becoming loan-ready, including financial documentation, budgeting, and optimizing creditworthiness
As an Enrolled Agent and Quickbooks Online Pro-advisor, Astrid Daniela began her career in the auto finance industry. After 10+ years in the corporate space and with the invaluable support of her two sisters, in 2013 Daniela founded Accounting Specialists and Business Solutions, LLC. A bilingual (Spanish and English) bookkeeping and tax practice, their primary focus is assisting small business owners, self-employed individuals, start-ups, and entrepreneurs in managing their businesses using cloud-based solutions.
Originally hailing from El Salvador, Astrid Daniela spent 21 years living in Los Angeles before eventually settling down in the breathtaking Pacific Northwest. Alongside her business endeavors, she is currently pursuing a Master of Taxation Degree at Portland State University, further expanding her knowledge in the field.
Beyond the world of numbers and taxes, Astrid Daniela is an avid runner, hiker, and outdoor enthusiast, constantly seeking new adventures amidst nature.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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