Step 2 · Services
Financials packaged the way lenders need to see them.
Most small-business loan applications get rejected for one reason: the numbers aren't ready. Banks and SBA underwriters look for specific statements, ratios, and projections — presented a specific way. We prepare the complete, lender-ready package so your application clears the financial hurdle with confidence.
Also called:Lender-ready financial statementsSBA loan package preparationBusiness loan proposalFinancial reporting services
What's included
How it works
1
Lender-formatted statements
Profit & loss, balance sheet, and cash-flow statements prepared to lending standards.
2
Projections & forecasts
Forward-looking projections and debt-service coverage that underwriters expect to see.
3
SBA & bank document package
We assemble the full set of documents an SBA 7(a)/504 or conventional lender requires.
4
Application support
We work alongside you (and your lender) through underwriting questions.
What you walk away with
- A complete, underwriter-ready financial package
- Projections and cash-flow forecasts lenders trust
- Fewer back-and-forth requests from the bank
- A stronger, more credible loan application
Next on the path to funded
Accounting & Bookkeeping
Accurate, reliable, ongoing books for small businesses and entrepreneurs.