Скачать или смотреть Capital Advisory for Accountants: How Smart Businesses Actually Fund Growth

Most business owners think capital starts with a loan.
Most accountants get pulled in after the decision is already made.

In this episode of The Growth Minded Accountant, we unpack how small and mid-sized businesses actually access capital—and why tax and accounting professionals should be involved before funding decisions are locked in.

My guest is Sven Nelson, Founder & Owner of Aevi Business Capital, who brings over 20 years of experience helping businesses navigate lending options beyond traditional banks. Sven shares what’s changed in small business lending, why brokers exist, and how the right capital—used at the right time—can accelerate growth… or quietly create long-term pain.

In this episode, we cover:

Why “I need a loan” doesn’t mean what it used to

How small business lending has changed over the last decade

The pros and cons of term loans, lines of credit, SBA loans, and alternative funding

When higher-cost capital can make sense—and when it absolutely doesn’t

Common mistakes business owners make before applying for funding

Why payment structure often matters more than interest rate

What accountants already know that makes them ideal capital advisors

How firms can add capital advisory without becoming lenders

This conversation is for:
✔️ Growth-minded accountants
✔️ Advisory-focused firms
✔️ Business owners trying to fund growth responsibly

If you’re already having capital conversations with clients—or realizing they’re happening without you—this episode will help you understand where you fit, how to add value, and why early involvement matters.

🔗 Resources & Next Steps

We also discuss how tax and accounting firms can educate clients about capital using an automated Capital Advisory Playbook, while partnering with trusted execution partners like Aevi Business Capital when underwriting and lender placement are needed.

Become a AEVI Business Capital Partner
https://www.countingworkspro.com/part...

Take a Tour of our Capital Playbook
https://www.countingworkspro.com/demo

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📌 Learn more about tech-enabled growth at CountingWorks PRO - https://www.countingworkspro.com/

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Thanks so much for watching! Your growth as a finance professional/entrepreneur/student means the world to us. Keep pushing forward.

— The CountingWorks PRO Team