Overview   

With SMEs under pressure, accountants are playing an increasingly important role in helping clients access funding. Whether it is applying for COVID relief measures, restructuring existing debt, or accessing new credit lines, accountants now have the opportunity to expand their advisory services and solve clients' single biggest challenge.  

This webinar covers practical tips on how to assist clients access the business funding they need, as well as insights and data from the industry and the state of business finance in South Africa.  

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 4 August 2021 from 9:00 a.m. to 11:00 a.m. as he discusses how you can assist your clients to access funding in a post-COVID world. 

Learning objectives  

  By the end of this event the participant should: 

• Understand funding options for SMEs in a post-COVID world; 

• Be aware of common mistakes made when applying for funding; 

• Know what to consider when assessing the available options; 

• Understand what is required to apply for SME funding; and 

• Fully understand how to expand services to include client funding. 

Content 

  The webinar will cover the following topics:  

• Introduction - Who is Bridgement? 

• An overview of the current SME finance landscape in a post-COVID world. 

• Funding options available for SMEs. 

• How to apply for SME funding. 

• Common mistakes made when applying. 

• 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); and 

• Accounting and audit practice owners. 

 Price 

This webinar is free. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options.