A winning loan proposal should contain...
Executive Summary: 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.
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.
FIRM MOTTO: “Systems Designed to Meet your Needs.”
Jezeski Accounting and Tax Service, LLP places the client at ease with down to earth one on one service. Please check out any or all of the items on our menu and thank you for visiting Jezeski Accounting and Tax Service, LLP. We look forward to serving you.
SERVING: Black Creek, Seymour, Shawano, Waupaca, Appleton, Green Bay, Pulaski, Sobieski, Oneida, Freedom, Kaukauna, Fox Cities, Outagamie County, Brown County, Waupauca County, Shawano County, Winnebago County, Calumet County, Wisconsin, Michigan, Minnesota, Georgia, Alabama, Florida, Illinois, and with the convenience of the internet and secured sockets - all around the USA!
CLIENTS INCLUDE: Government Entities, Fiscal Intermediary, Fiscal Agent, non-profit organizations, indiviuals, Small Business, household employers, construction, manufacturers, retail, and more.
PRODUCTS INCLUDE: individual income tax, business corporate tax, LLC formation, business consultation, inventory maintenance, QuickBooks set up, QuickBooks clean up, Accounting, Bookkeeping, payroll processing, payroll taxes, tax advisement