Build a strong base
Banker‑Ready Financial Package
A clean, organized set of financials you can hand to a banker, landlord, bonding company or investor with confidence. It tells the story behind your numbers before they have to ask.
The question it answers
If a banker, buyer, or investor asked for your financials tomorrow, would you be ready?
A loan renewal, a new line of credit or a lease often comes with a deadline. A package that’s organized and explained makes for a shorter, calmer conversation.
What you get
Your financial statements
Prepared with you, for your use with lenders and others.
Your KPI page and forecast
So the reader sees where you’re headed as well as where you’ve been.
A short written explanation
The story behind the numbers, in plain English.
Likely questions, answered
A list of what a lender is likely to ask, with your answers ready.
Help at the meeting
We walk you through the package beforehand, and Marcie can come to the meeting with you if you’d like.
What this package is, and isn’t
It’s a management-prepared package, built with you for your use. It isn’t an audit, review or compilation, and it doesn’t provide assurance. If your lender requires reviewed or audited statements, an independent CPA firm does that work, and we’ll help you get ready for it.
Who it’s for
Owners with a loan renewal, credit line, lease, bonding request or investor conversation coming up. It’s also a good yearly habit for owners who may sell or bring in a partner in the next few years.
Typical investment
Included once a year in Confident Decisions and Profitable Growth. Also available as a one‑time, fixed‑fee project for a specific loan or lease.
Questions
Questions
What if my books aren’t in good shape?
Then we start with Clean Books and a Reliable Monthly Close. A package is only as good as the books behind it.
How long does it take?
It depends on the state of your books and what the lender asks for. Tell us your deadline on the introductory call, and we’ll say plainly whether it’s realistic.
Will you talk to my banker?
With your permission, yes. We coordinate with your banker rather than around them.
Got a deadline coming up?
Tell us when the package is due and we’ll tell you what’s realistic.