Business owners are becoming accustomed to better products and services as consumers start to expect more from their business financial service providers. The question is: are service providers and financial institutions adapting to meet new expectations?

In this report, ForwardAI uncovers insights into the small business financial landscape across the United States and Canada. Download to learn how service providers are adapting, as well as advice on how to provide new value-added services that will help you stand out from your competitors.

Key findings:

• Over half (52%) of business service providers fail to offer funding advisory or cash flow forecasting services – both of which are crucial for a business’s success.
• For bookkeepers and accountants that provide funding advisory, three in four also offer cash flow forecasting – the highest among all industries.
• Technology adoption barriers, industry, company size, and geography affect what services are offered.

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