We organize and package the financial records your lender asks for, ready for a licensed CPA to review and finalize — so an application doesn't derail your week.
Applying for financing usually means producing financial statements, bank statement summaries, and supporting documentation on a lender's timeline, not yours. If your books are current, this is straightforward. If they're not, it becomes a scramble. We prepare clean, organized documentation either way — and route final statements through a licensed CPA where a lender requires it.
Lender requirements vary — we clarify exactly what's being asked for before starting.
Using your reconciled books, we prepare the specific statements and summaries requested.
If your lender requires a CPA-prepared or CPA-reviewed statement, we coordinate with your CPA or an independent CPA firm we work with.
We work to your application deadline, flagging early if your books need catch-up work first.
Start with a free Bookkeeping Health Check — no obligation, no credit card.
Apply for Free Trial →We prepare the underlying books and documentation; a licensed CPA — yours, or an independent CPA firm we work with and can introduce you to — reviews and signs off where that's required by your lender.
Tell us your deadline as early as possible — we can often prioritize catch-up bookkeeping to get your records ready in time, though this depends on how far behind things are.
Yes, we've supported documentation for a range of financing types. Let us know what you're applying for and we'll confirm exactly what's needed.