How accountants can spot business finance opportunities
Your clients' financials can reveal signs of cash flow pressure, growth plans or existing debt that may benefit from business finance. This practical guide explains what to look for and which funding solutions may be suitable in different scenarios.
What’s inside
- A practical matrix linking common client scenarios to potential finance solutions.
- Answers to common questions about business finance, including ATO debt, low doc loans and credit checks.
- A real client case study showing how debt restructuring improved cash flow.
- Practical guidance to help you have more informed business finance conversations with clients.
FAQ's
It's a practical guide that helps accountants understand common business finance scenarios and the funding solutions that may be appropriate.
The guide is designed for accountants, bookkeepers and other trusted advisers who work closely with Australian businesses.
The guide covers common funding solutions including business loans, asset finance, invoice finance, working capital and debt consolidation, along with examples of when each may be appropriate.
Yes. It's designed to be a concise, practical resource that you can read in a few minutes and keep on hand during client reviews.
