Jezeski Accounting and Tax Service LLP

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 assist you in preparing for your visit to your lender. An organized package will have a higher likelihood of success because they're created from the lender's perspective.

A winning loan proposal should contain...

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.
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 be better prepared to obtain the money you need to grow your business please complete this form.

Bank Financing