Overview 

As bookkeeping is increasingly digitised and SMEs shift to cloud accounting offering real-time insights into the financial position of a business, accountants are playing an advisory role for their clients more and more. This presents an opportunity to expand your service offering from bookkeeping to also include tax services, wealth/asset management as well as funding and credit services. With accounting apps like Bridgement that are fully integrated into the major accounting packages (Xero, Sage, Quickbooks), it is easier than ever to introduce and offer business funding services to your clients.

Bridgement offers fast and flexible business funding with near-instant decisions on applications and removes the need for lengthy forms and long-term commitments. Bridgement is improving financial inclusion and breaking down barriers to access SME funding with revolutionary credit scoring models that use thousands of data points to assess the financial health of SMEs across South Africa – all in a matter of seconds. Businesses using cloud accounting can apply for funding in seconds by simply connecting to Bridgement, Xero, Sage or Quickbooks apps.

Join Daniel Goldberg on 26 October 2020 from 9:00 a.m. to 11:00 a.m. as he discusses how to expand your offering to include assisting clients with funding.

Learning objectives

By the end of this event the participant should:

• Understand funding options and types that exist for SMEs;
• Know what to consider when assessing the available options;
• Understand what is required to apply for SME funding;
• Be aware of common mistakes made when applying for funding; and
• Fully understand how to expand services to include client funding.

Content

The webinar will cover the following topics:

• Introduction - Who is Bridgement?
• Funding options available for SMEs.
• How to apply for SME funding.
• Common mistakes.
• SME funding as a new income stream.

Obtaining your CPD certificate

This webinar is free and does not qualify you for any CPD hours.

About the presenter

Daniel Goldberg

Daniel Goldberg is an accomplished Fintech founder with experience in the banking, lending and compliance sectors. As a qualified electrical and biomedical engineer, Daniel entered the world of finance during his time at a top-tier management consultancy where he consulted to banks and other large corporates in South Africa and Nigeria. It was during this time that he uncovered the disruptive opportunities enabled by Fintech.

Daniel merged his passion for technology with his interest in financial services to found Bridgement with a single goal – to use technology and data science to bring a new approach to traditional business funding, while minimising the complexity and costs associated with it.

Who should attend

The following persons will benefit from attending this webinar:

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA);
• Audit practice owners; and
• Accounting practice owners.

Price

This webinar is free.

Steps to register for the event:

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