Open Hours:
Mon-Fri, 8:30 AM - 5:00 PM
We've Moved: 1515 International Pkwy, STE 1001, Lake Mary, Florida, 32746
Bank Financing
Need money to grow your business?
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.
Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.
You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.
Our winning loan proposals come complete with...
Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
Representation: We help substantiate your financial needs/position to your banker in person.
If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.
Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
1515 International Pkwy ste 1001, Lake Mary, Florida 32746, USA
Phone: (407) 323-9585
Fax: (407) 322-1733
Email: office@lakemarycpa.com
Open Hours:
Mon-Fri, 8:30 AM - 5:00 PM
1515 International Pkwy ste 1001, Lake Mary, Florida 32746, USA
Phone: (407) 323-9585
Fax: (407) 322-1733
Email: office@lakemarycpa.com