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Get the tools needed to work effectively with small business clients in today’s market. Cover various small business concepts including legal issues, obtaining credit from bank and non-bank sources, risk factors to consider and how to effectively “target” market to the client. Analyze legal issues that cover business structure and other “business law” concerns while avoiding giving legal advice. Review the credit area focusing on SBA financing, “conventional” commercial lending issues and other financing sources. The risk factors will highlight management risks and economic risks. Touch on marketing topics that illustrate how the CPA can improve their ability to “target” market their services to existing and potential small business clients. Plus, learn how to deal with the small business “owner” and better address their personal financial needs. Concepts covered use “real-life” case scenarios.
CPAs who are sole practitioners, partners, department managers or staff accountants.