Million Dollar CPA

Bringing the best ideas in accounting direct to you

Posts Tagged ‘multifunding’

November Webinars

October 29th, 2011

Join us for the upcoming webinars. All webinars are FREE. Attend one or attend them all. All webinars are 60 minutes in duration. NASBA certification is still pending so at this stage CPE is not offered.

1. Tuesday November 8 11 am (PST)

Understanding Debt Options in Today’s Economy: Learn How to Incorporate An Annual Debt Review into your client services

with Ami Kassar

In today’s economy, loan markets for small businesses are complex. This webinar will help you understand the fundamental’s of today’s market — and how to advise your clients. You’ll also learn how to provide an annual debt review for your clients.

Register

2. Wednesday November 9 11 am (PST)

How to Systemize Your Accounting Firm

with Michael Mills

It’s estimated as much as 2 hours of productivity is lost each day due to a lack of internal systems. In accounting firms too much information is stored in the minds of the knowledge works rather than in accessible systems. With tax season just around the the corner this is the perfect opportunity to review your current systems. Michael Mills will guide you through the process of identifying and creating systems to make your business run smoothly.

Register

3. Thursday November 10 11 am (PST)

How to Be Successful with Social Media

with Damien Greathead

Social media is not going away. Instead it’s changing dramatically how we make buying decisions. Social media platforms allow you to become a famous person, overcome geographical limitations, connect with experts around the world, communicate with your clients and prospects and generate new business. This webinar will show you the steps you need to take to make this free and powerful platform work for you.

Register

4. Tuesday November 15 11 am (PST)

Discover the Benefits of iShade

with Lisa Benson

iShade is an online community for accountants with a whole host of benefits. The forums are a perfect place to ask questions of the community, the 2020 Gateway allows you to connect with other 2020 members around the world (and allows other accountants to find you), the firm intranet is the perfect place to deposit your knowledge; and the list of benefits goes on and on. Lisa Benson from iShade will guide you through the platform and give you the first steps you need to take to make iShade work for you.

Register

5. Wednesday November 16 11 am (PST)

Tax Season Marketing Strategies

with Damien Greathead

Tax season is the perfect time to be marketing for new clients. We’ll show you proven strategies to grow your firm.

Register

Share on Facebook

Tweet This Post

No comments »

Posted in Client Management, Marketing, Seminars, Social Media, Social Networking

Tags: ami kassar iShade lisa benson michael mills multifunding systemizing your accounting practice tax season marketing webinars

Are you talking to your clients about their business financing needs?

October 5th, 2011

I recently sat down with Ami Kassar of Multifunding out of Philadelphia and learnt how easy it is for CPAs to be discussing business finance with their clients. Multifunding specializes in helping small businesses secure financing and restructuring their current financing to lower the cost of borrowing.

Ami contends there is more money in the system than ever before, but difficult economic times have meant business owners have more red tape than ever before to secure that financing. Multifunding has relationships with banks across the country that can help your client’s specific needs. Most CPAs have relationships with local banks, however they may not be best suited (or willing) to lend to your clients. For example working with a bank that specializes in SBA loans is going to be much easier than working with your local bank that may do 2-3 SBA loans per year.

Multifunding may be able to help your clients secure appropriate funding to make sure their business thrives. Check out the highlighted success stories at http://multifunding.com/success-stories/ and poke around the rest of their site. It’s certainly worth checking out.

Ami offers a free debt review. Give Multifunding a call and they’ll give you the tools to roll this out with your clients. Who knows they may be able to save your clients thousands of dollars in loan expenses, factoring costs as well as secure a loan.

More and more I am seeing those firms that have strategic relationships with companies like Multifunding, are pulling away from the pack. Their clients see them as more than the trusted advisor, but a comprehensive 1-stop shop for all their needs.