As a lender or CPA, you are a critical part of a small business’ success. Whether you are helping with financing or preparing taxes, you are an intricate detail in a business owner’s life.
However, often times we are limited by our own “geek speak” as accountants, lenders, and advisors. We don’t do a good job translating information to our clients and in turn, we may not be able to fully communicate our value.
Whether you want to learn how to generate more leads, access better deals for your financial lending institution, or close more sales for your bookkeeping, accounting, payroll, or tax practice, our lender or CPA classes could be just what you are looking for. Workshops will help you successfully communicate the value you bring to the table. We’ll also help you simplify the language of business and accounting, allowing your clients to have a better understanding of their financial terms and statements.
Our commitment to working with small businesses is a direct result of these soft skills. We hope to build them with you and your team! As a lender, we want to work with you to help you better understand your small business owner’s relationships with their clients and prospective borrowers. Learn how to read financial statements and tax returns to better understand your client’s financial position, creditworthiness, and how to become a trusted advisor to the clients you serve by communicating in a language they will understand. Show your clients how committed and knowledgeable you are in their field.