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Navigating Economic Uncertainty: How CPA Firms Can Guide SMB Financing in 2025

174 views· 2 likes· 8:09· Jan 9, 2025

Join Matt Elwell of CPA.com and Charles Groome of @Biz2credit for an insightful discussion on how CPA firms can empower small and mid-sized businesses (SMBs) to navigate the complexities of financing during times of economic uncertainty. Discover practical strategies for supporting clients through key stages: planning their capital needs, navigating the loan application process, and optimizing repayment and refinancing options. With nearly 80% of SMBs reporting unmet financing needs, learn how CPAs can bridge the gap, provide clarity, and build stronger client relationships by integrating financing solutions into their core services. Don't miss this opportunity to prepare your firm for the evolving needs of SMBs in 2025! Follow Matt on LinkedIn: https://www.linkedin.com/in/maelwell/ Follow Charles on LinkedIn: https://www.linkedin.com/in/charlesgroome/

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