Financing Consulting

Financing Consulting

 Financing Consulting Sacramento When you have a customer who has been turned down for a loan, you make no money. The remaining items on the list fall within the expertise of our CPA training. We can help by addressing the reason the loan was turned down:

  • Poor credit history – we can provide specific consulting as to which steps are necessary to correct the problem.  Some problems are errors of fact.  Others are a matter of developing patterns of paying debt on time.  Obviously, repairing the latter problem is an issue that requires time to demonstrate the problem has been fixed.
  • Improperly prepared financial statements
  • Improperly prepared statement of collateral
  • Borrower’s inexperience in business world
  • Lack of, or poorly prepared business plan
  • Inadequately described use of funds
  • No forecast of cash flow
  • Unavailable profit and loss projection
  • Absence of audit verification where requested

Borrower’s poor personal appearance – even personal appearance is a subject that is stressed in our role as CPAs.

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