How This CPA Firm Uses ERTC Loans to Offer Unrivaled Service to Clients
Mike first learned about Biz2Credit on the AICPA Town Hall webcast series, which led him to use the CPA Business Funding Portal to secure Paycheck Protection Program loans for his clients after many traditional banks and lenders could not keep up with the volume. He was impressed with how user-friendly and streamlined the platform made the financing process. His favorite features included being able to manage all his clients’ applications all in one place, and the range of financing products available through the Portal. It wasn’t long before he started spreading the word to his clients that his firm could help them with financing.
He regularly explores other Biz2Credit programs, such as the term loan or working capital financing. One of Mike’s new services for his business owner clients is filing their Employee Retention Tax Credits (ERTC). But his clients, like so many small business owners, were stuck waiting on the IRS to issue their funds. This is where an ERTC Loan, offered by Biz2Credit, came into play. Within days of learning about Biz2Credit announcing the launch of the ERTC Loan, one of Mike’s clients reached out to him asking if he knew of any solution to get the IRS to pay ERTC funds faster.
"One of my clients requested my assistance for advanced funding on ERTC. I saw that Biz2Credit was launching the exact program my client was asking for. I was unable to find any other programs offering the ERTC loan except Biz2Credit."
The ERTC Loan that Biz2Credit provided to Mike’s clients helped keep those businesses running. Business owners can access the funds from their pending ERTC payment and make interest-only payments until the IRS funds are sent to their account.
"We found that the Biz2Credit ERTC loan program has usually been helpful to our clients to overcome cash flow difficulties as they restart their business post-pandemic,” Mike shared."
With Biz2Credit, Mike can remain the trusted advisor he has always been by providing his clients with the funding they require. As a result of his quick solution to his client’s urgent inquiry, his client happily referred Mike’s services to his own network.
"Since we helped our first client to obtain an ERTC loan, he was extremely pleased with the process, the speed of funding, and the documentation requirements. He referred us to another of his associated businesses to continue the process."