Offering Business Funding Webinar

This is a replay & the accompanying slides.

Have you ever wanted to learn how to offer business funding? Here's a replay that you can watch that shows a step by step on how to get started offering funding for your clients.

Topics of Discussion

• Offering Funding Services as a Tax Preparer
• Different Types of Lenders & Platforms
• Upselling Your Services
• Making the Transition to Offering These Services