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We Provide Quality Services

Certified Public Accountant

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 see the many benefits of having a Certified QuickBooks ProAdvisor on your team!

A Light for Navigating Your Financial Path

All Services

Certified QuickBooks Proadvisor

Certified QuickBooks ProAdvisors are experts who have been tested and certified by Intuit (makers of QuickBooks) on a range of QuickBooks products.

QuickBooks Set Up and Training

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

Business Tax Return

A business tax return is basically an income tax return. The return is a statement of income and expenditure of the business.

Personal Tax Returns

An individual tax return is a form the individual submits to a federal, state or local taxing agency to report income, calculate and pay taxes.

Quarterly & Monthly Filings

Quarterly & Monthly filings include key accounting and financial data for a company, including gross revenue, net profit, operational expenses, and cash flow.

Financial Statement Preparation

Financial statements show how well a company has performed over the year and the level of profit achieved.

Consulting Services

Another tax season is here! I suggest making an appointment as soon as possible after you have received all the necessary paperwork. Form 1040 for US Individual Income Tax Return Annual income tax return filed by citizens or residents of the United States.

Payroll Preparation

Preparing payroll involves a series of basic calculations to determine each employee's base pay as well as deductions for state and federal taxes, and employee contributions to retirement funds and health insurance plans.

Bookkeeping Services

A bookkeeping service offers a three-tiered approach to developing and maintaining your company’s overall financial processes and management.

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.
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 (281) 861-7718  
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