loans & business financing.
Banks say yes to businesses whose numbers are clear. We prepare your financial statements, organize your tax returns and documents, and put together a loan application that shows your business at its best.
how we can help
what we do for you
- Loan application preparation
- Financial statements for lenders
- Cash flow projections
- Personal financial statement
who it's for
Owners applying for a business loan, line of credit, equipment financing or SBA loan.
frequently asked questions
Do you lend money?
No. We prepare your financial documents and application so you can apply with the lender of your choice.
What do banks look at first?
Usually your tax returns, recent financial statements, bank statements, credit and your ability to repay.
How long does preparation take?
If your books are up to date, a few days. If they are behind, we catch them up first.
free guide
download free guide.loan-ready document checklist.
Every document lenders usually ask for, so your application is complete the first time.