Complex Cases - Series 3: Episode 6 (Dec 2023)
Understanding your client's accounts to succeed with specialist finance cases.
Recorded December 2023 -
Dan, Roger and John will be discussing how you can use accountancy techniques to your advantage. Learn how to use simple accounting techniques to help spot new business opportunities and give your cases every chance of success.
✔ Improving your preparation of a case to give it the best chance of success.
✔ the growing self-employed market and how you can support it.
✔ understanding tax assessment and tax year overviews.
✔ how to read accounts, to spot opportunities and support your clients.
Crystal Webinars offer educational specialist finance resources for intermediaries and introducers in the property finance sector and typically feature guests from specialist lenders and other market experts. Crystal Specialist Finance are a multi-award winning specialist distributor who are committed to the intermediary. Topics discussed cover products from bridging finance, commercial mortgages, development finance, complex buy to let and secured loans.
For more information visit https://www.crystalsf.com or call 01827301070.