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.
A Light for Navigating Your Financial Path