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  • A T T E N T I ON

    A T E N T I O N

    Dear Client and Friends:
    To follow the Center for Disease Control’s guidelines to protect our clients and our employees from Coronavirus (COVID-19), we have decided to keep our office closed to the public until further notice.

    1. Please leave a message at 281-861-7718 or send your documents to us via:
      1. Email – addressed to This email address is being protected from spambots. You need JavaScript enabled to view it.; This email address is being protected from spambots. You need JavaScript enabled to view it.
      2. Fax documents to 281-861-6311.
      3. Use our drop-box slot on our office door inside the building.
    2. Once we have your documents, we will schedule a phone conversation or Zoom
      meeting to address any questions or comments you may have.

    The bottom line is that we remain acutely vigilant about this crisis. We will continue to do everything we can to protect our clients and our employees, and to remain ready to serve our clients in the most appropriate fashion. Thank you for understanding and cooperating with us as we all navigate through these times. Stay safe!

Bank Financing

CPA consulting services to help small business owners to take bank financing.

If you are growing your business and you need money, bank financing can be a good option.

And you need preparation to make an appointment with a bank lender. In A Gaxiola CPA, we offer Consulting Services to guide you in all process:

We know the bankers, and we know what they want to see. With that knowledge, our office can help you to prepare a professional loan proposal including:

  • Executive Summary: What is your specific purpose for the loan? How much you need exactly? Clear explanation about your business, your strengths, history, and relevant information.
  • Financial Statements
  • Pro-Forma Cash Budgets
  • Financial Statement for the owner: Your bank will need copies of at least three personal tax returns, and the guarantee offered as collateral for the loan.
  • Representation: Bankers give a great value to the small business with a good CPA representation, that can increase the changes to take a loan.

Contact our team and we will help you with your Compilations

Bank Financing

A Light for Navigating Your Financial Path

CONTACT

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