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Small Business Issues in Today'„Žs Market 4173416B
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Get the tools needed to work effectively with small business clients in today 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.

1/8/2018
When: 12:00 PM to 2:00 PM
Where: Webinar/Webcast
United States
Presenter: David L. Osburn, MBA
Contact: April Deneault
801-466-10819


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Curriculums:   Management Marketing and Practice Development,Business and Industry

NASBA Credit Category:  Business Management and Organization

CPE Hours:  2

Description

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.

Materials are provided as an ebook for this course.



Major Subjects

  • Increase the effectiveness of working with the “small business” client
  • Small business legal issues, credit, risk factors and marketing
  • The “personal” financial needs of the small business owner
  • Small business case studies

Objectives

  • Determine how to effectively work with the "small business" client.
  • Recognize small business legal and credit issues, risk factors and marketing opportunities.
  • Determine the financial needs of the small business owner.
  • Summarize concepts through small business case studies.

Level:  Overview

Designed For

CPAs who are sole practitioners, partners, department managers or staff accountants.

Advanced Prep:

None.

Prerequisite

None.

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