Loan Prep
Whether you're seeking funding to expand, stabilize, or start something new, clear financials are key. We help you get loan-ready with clean books, organized documents, and financial reports that tell your business story with confidence. We can give insight on loans you are considering, explain the terms and what that would look like with your specific cash flow, and debate options with you.
Equipping You to Grow with Confidence
Pain Point
I’m thinking about just signing up for a loan with my point of sale system
I don’t know what lenders are looking for
I don’t have time to gather the paperwork
I don’t know where to start
My tax return doesn’t match my books
I’m not sure which loan to pick
Our Solution
Stop!! There are many deals that won’t benefit you. Let’s look at it together to make an informed decision.
We guide you through what’s required and prep reports to fit
We organize and prep the necessary documents so you’re not scrambling
We can help you research and educate you on what will work best for your business
We reconcile to your previous tax return to ensure accurate, loan-ready books
We can look at the options with you and answer questions, so you make a decision that works best for your business