In an evolving financial landscape, accountants play a critical role in guiding clients toward innovative solutions for cash flow challenges. Join us for a thought-provoking discussion featuring Matthew Kessenich, Managing Partner at Snyder, Snyder & Kessenich LLP, and Mark Boutin, Founder of Slate CPA, as they share real-world insights on leveraging revenue-based financing for firm growth.

Discover how this flexible financing model is helping businesses overcome cash flow obstacles, unlock growth potential, and adapt to changing financial needs—all while offering accountants a strategic opportunity to deliver more value to their clients.

• Matthew will share how he’s guided clients with strong sales but limited assets and operating history to capitalize on Revenued’s simplicity and flexibility for growth. He’ll also reflect on his own firm’s 600% growth over the last six years and the importance of innovative financial solutions.

• Mark will highlight his experience using Revenued to manage cash flow during rapid firm expansion, integrating acquired practices, and ensuring his firm’s success in a competitive market.

Learning Objectives:

• Upon completion of this webinar, participants will be able to:

  • Identify the common financial risks faced by small and midsize businesses and how revenue based financing can help mitigate them.

  • Recognize the benefits and drawbacks of various revenue-based financing solutions, ensuring compliance with ethical standards.  

  • Explore strategies for incorporating revenue based financing into their client service offerings, enhancing client value and mitigating potential risks.

  • Discover the Revenued Partner Program and its potential to generate new revenue streams for their firms.

Field of Study: Finance

Note: This webinar is eligible for free CPE credit. To receive credit, attendees must participate in the entire webinar and complete a brief evaluation.