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For brokers writing SME finance, having a close working relationship with an accountant is an absolute must. We find out the keys to success from PKF broker Janine Leafe and business and tax consultant Kirsty Jones.
Small businesses have been having to move rapidly over the past two years to pivot, grow and overhaul their businesses over the pandemic – and, in order to do so, turning to professional advisers in their droves.
While accountants are often said to be the right-hand man for an SME looking to delve into their financials, brokers are a key partner when it comes to looking at credit options. But the real magic comes when brokers and accountants are able to work together to help business owners navigate their finances and come up with appropriate lending solutions.
In this episode of Elite Broker, host Annie Kane catches up with Western Australia-based broker Janine Leafe and business consultant and taxation adviser Kirsty Jones from PKF to discover how they work together to workshop SME deals and come up with solutions that work.
Tune in to find out:
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- The process involved in servicing SME clients
- What accountants most want from brokers
- How to ensure a seamless hand over process
And much more!
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