Could small business lending spark the next “gold rush” for accounting firms?
ON DEMAND WEBINAR
Elevating Advisory Services: The Impact of Small Business Lending in Accounting Firms
Could small business lending spark the next “gold rush” for accounting firms?
Embedded finance saw a meteoric rise in 2021, raking in $4.2 billion in revenue.
Financially driven sectors like retail and insurance are integrating embedded finance to diversify their services and explore new revenue streams.
Small business lending offers a natural starting point for accounting firms to delve into embedded finance, leveraging their deep understanding of their clients’ business models and financial behavior.
Hear from Sasha Yablonovsky, CEO of Loanspark, and Shirley Koss of TOA Global as they discuss how accountants can successfully implement business lending services into their practice and become the go-to financial partners to clients.
Key Takeaways
Exploring the role of business lending in today's embedded financial ecosystem
The unique advantages business lending offers to modern accounting firms
A comparative look: business lending for large firms vs. small and medium businesses
Integrating business lending services into comprehensive client advisory strategies
How global talent empowers accounting firms to deliver enhanced advisory services
How incorporating global talent can position your firm for growth
Sasha Yablonovsky
CEO and Co-founder, Loanspark
Sasha is a passionate advocate for customers and empowers her teams to prioritize their voices within organizations. She played a pivotal role in dismantling the largest Ponzi scheme in modern history, recovering lost funds. Her experience as a turnaround executive at a leading private equity firm further honed her skills in driving organizational transformation. Outside of her CEO responsibilities at Loanspark, Sasha is a dedicated advocate for working mothers and professional women, using her platform to amplify their voices and champion their causes.
Shirley Koss
Director, Strategic Partnerships TOA Global North America
A dynamic leader with a proven track record of seamlessly orchestrating operations across diverse departments, Shirley excels at managing geographically dispersed teams. Her exceptional ability to unite remote teams toward shared goals has been pivotal to the overall success of organizations in accounting and finance. As the Director of Strategic Partnerships of TOA Global, Shirley plays a crucial role in building and maintaining relationships with key external stakeholders.
