Bank Financing Assistance

If You Need Bank Financing, It Pays to Be Prepared.

Unfortunately, banks are not in the business of handing out money to everyone who asks. When you apply for a loan, they are evaluating your ability to pay back that loan by examining a number of factors. Whether you need money for purchasing a home, remodeling a home or financing that dream item you’ve always wanted understanding what a bank wants and how to prepare for it can mean the difference between securing the financing you need or having to scrape together cash from other sources. 

Best part is as your CPA firm we likely aleady have quite a few items securely stored in your client portal that will help us along the way!

How We Help You Secure Bank Financing:

The first step we take is to make sure we understand what you are trying to achieve. Next, we take a look at financial performance and projections and identify potential sources for financing. The final step is to work with you to prepare a successful loan application that includes the following services:

  • Evaluate your creditworthiness
  • Recommend steps to improve your credit rating (as applicable)
  • Finding you a local bank
  • Evaluating their offerings
  • Watch for any hidden fees or clauses that make a particular loan cost prohibitive
  • Work with your lender in providing all necessary information to write a loan that’s right for you
  • Represent you every step of the way through successful completion

Are You Ready to Get the Financing You Deserve?

Obtaining bank financing is a major decision, but if you’re ready to take the next step, we are here to help you achieve your goal.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

    What our Clients are saying

    Tia Cantrell has worked for our firm both in office and remotely since 2008. She is a very qualified CPA with outstanding work habits and her knowledge in the field of accounting and tax is exemplary. Our clients absolutely love her, and we feel fortunate to have her help us each year during our busy tax season. We highly recommend Tia if you are in need of a CPA’s service.

    Outstanding work habits

    C.J. and Jane Babbit

    Very good service, professionals who know their business work, I recommend it to everyone

    I recommend it to everyone