Financial Plans

If you are looking for Capital funding from a SBA lender, bank or mortgage company and need assistance writing your business financial plan and personal financial statement, we will compile an assumption of your new or existing business and prepare it on a spreadsheet to submit to your bank.  We will also prepare your personal financial statement.  We do not however write the entire business plan including marketing strategies.  Our specialty is to tell you how much money we think you can make, what it's going to cost you, and where your money is going to go.

If you just need a line of credit through a bank, we can prepare financial reports for the bank or lending institution to make the application process much smoother and easier.