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Free cpe webinars
Unlocking Revenue Streams: Empowering Small Businesses To Become Loan-Ready


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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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.

About Our Sponsor

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.