Accounting & Operations
Business Funding Support
Lender-ready financials, projections and packages that help you walk into a funding conversation prepared.
All Accounting & OperationsWhat this is
We prepare the financial package lenders and investors ask for, and stay in the conversation through underwriting so questions get answered by a CPA, not forwarded to you.
What is included
- Lender-ready financial statements and supporting schedules
- Multi-year projections with documented assumptions
- Debt-service coverage and covenant modelling
- SBA, conventional and investor package preparation
- Direct response to lender and underwriter questions
Who this is for
- Businesses seeking an SBA or conventional loan
- Owners preparing for an equity raise
- Anyone who has been declined for incomplete financials
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Three tiers of bookkeeping support, from monthly essentials to full-service financial management, sized to your business.
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Accurate, on-time payroll for your team, with the federal, state and local filings handled for you.
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QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
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Free consultation, up to 60 minutes
Talk through business funding support with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.