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Financial Consulting

Our financial consulting services help clients identify financial needs. Whether a client’s business is struggling, growing, or somewhere in the middle, our financial consulting services help clients get working capital needed to finance their dreams.

Our diverse industry knowledge helps us understand our client’s businesses. This is key to telling their story. In addition to walking clients through the loan process, we support our clients in providing the right paperwork needed. Our client’s stories are unique and their businesses deserve the financing needed to grow.

Our Financial Consulting services include:

  • Presenting lender options from within our network
  • Connecting with potential banks that would be a good fit
  • Working alongside clients and lenders in our network
  • Supporting clients in providing documents for a loan request
  • Working with banks to finalize financing, and get clients through to funding

*Financial Consulting is available for clients in T3 (Established) and above. If you are in a T1 (Startup) or T2 (Growth), and need Financial Consulting, this is an indicator that your business is growing, and ready to move up in our services. Click the button to the right, and request a free consultation.

We offer a full array of bookkeeping and accounting services.

Our goal is to customize our services to fill the exact needs of each client.