SMBs are the lifeblood of the economy—and your client base. Yet, many struggle with cash flow, especially in today’s volatile market, putting their survival and your advisory relationships at risk. This webinar, hosted by Revenued, dives into accountants' critical role in guiding SMB clients through the complex working capital landscape. 

Explore the risks of poor working capital decisions, including potential business failure, and discover strategies to help clients secure sustainable, ethical, and growth-friendly financing. Learn how to differentiate providers like Revenued, OnDeck, BlueVine, Biz2Credit, and Square, and explore how the Revenued Partner Program offers a new revenue stream for accountants who proactively solve client challenges. Leave the session equipped to enhance your value as a trusted advisor while protecting and growing your clients' businesses.

This webinar will cover:

• The Cost of Inaction


• Avoiding Predatory Lending Pitfalls


• Maximizing Client Retention


• Building Your Revenue Stream


• Thought Leadership in Working Capital Solutions

• Recognize the serious risks SMBs face—ranging from operational shutdowns to insolvency—when they fail to secure appropriate working capital


• Identify early warning signs to intervene and protect your clients' financial health


• Describe the dangers of high-fee working capital options, often detrimental to cash flow stability


• Compare providers like Revenued, Square, and OnDeck to understand what makes a financing solution client-friendly retention strategy for high-risk SMB clients and help them to create paths to sustainable growth


• Evaluate how the Revenued partner program allows accountants to earn for referring clients to a trusted working capital solution while maintaining ethical, client-first practices


• Recall insights into the evolving working capital market, comparing traditional and alternative solutions, to strengthen your advisory capabilities and stand out from peers