Business Funding

Business Consulting Services for clients Across Katy, Fulshear, Bellaire TX

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 me to prepare a winning loan proposal for you. My proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because I know exactly what banks want to see. Even more importantly, I know how to prove to them that you'll be able to pay them back.

My winning loan proposals come complete with...

  • Executive Summary: Where I 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: I use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
  • Owners Personal Financial Statements: I 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: I help substantiate your financial needs/position to your banker in person.

Get in touch with Certified Public Accountant, Terry Barker, CPA to help you with Business Funding across Katy, Fulshear, Bellaire, Sugar Land and the surrounding areas.

Call (713) 623-3484 to book a free consultation for all your accounting needs.

Our other Business Services include: Balance sheet preparation | Business Plan