BIZ CPAS, LLP

Need money to open or 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 business financing.

Prepare your best case by allowing us to prepare a winning business plan for you. Our business plans have a high likelihood of success because they're created from the lender's perspective taking in consideration all the factors needed to analyze your business proposition.

We will prepare a professional business plan to determine your ability to start and grow your business and turn it into a profitable enterprise.
 
We believe in professionalism and high standards and therefore we will give you candid advice about the probabilities of success for your anticipated or existing business venture.
 
In addition we will connect you with the Government Officials (SBA) and bank institutions for the prompt processing of your loan application.

Our winning loan proposals come complete with...

  • Executive Summary: Concisely states the goals, objectives and purpose of the business enterprise.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily understand.

  • Owners Personal Financial Statements: You provide us with the last 3 years of personal tax returns and additional data and we will prepare personal financial statements for the bank as well as identify the collateral being pledged as security for the loan (if needed)

  • Representation: We help substantiate your financial needs/position to your banker in person.

 

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.

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