Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender

Join us for a focused Lunch & Learn to discover how a unified strategy between your CPA and Commercial Lender can unlock faster, smarter funding decisions for your business.

Presented in partnership with experts from Lally Group and Blue Ox Credit Union, this session will equip you with a straightforward plan to make your CPA and Commercial Lender the most efficient and powerful financial team your business has ever had!

Key Outcomes:

1) Gain a Clear Financial Perspective: Learn to harness the specific expertise of two most critical financial partners.

2) Accelerate Loan Approvals: Stop the time-consumng back-and-forth that delays funding.

3) Implement Balanced Risk Mitigation: Learn how the combined effort of your financial team creates a resilient defense for your business.

Lunch will be provided. Secure your FREE spot here: https://www.eventbrite.com/e/1803749034919?aff=oddtdtcreator

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