Assist with Budgeting and Cash Management
"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
No one likes negative surprises, especially when it comes to their finances. Let me help you prepare budgets and projections that allow you to anticipate, plan for, and if needed, alter future financial outcomes.
Other
- Assist with Budget Preparation
- Year End Tax / Ratio Planning
Borrowing Process
- Assist with Preparation & Presentation of Business & Personal Financial Statements
- Monitor and Project Financial Stability Ratios that Banks Will Look At
- Help Gather Needed Documentation (Tax Returns, Depreciation Schedules, etc.)
- Help Gather Information for Appraisals
- Assist with Preparation of Debt Schedules
- Assist with Preparation of Forecasts
- Compare Financing Options and Amortization Schedules
- Monitor and Project use of Operating Line
- Track Compliance with Loan Covenants