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Business Funding
To help your business thrive in today’s environment, we now offer Financing Assistance and Advisory Services! Through our affiliation with the AICPA, we have access to discounted FinTech lending that can help address a broad range of business financing needs.
Whether you need to improve existing financing arrangements, finance equipment or inventory, or finance your next big growth opportunity, through our new service, we can assist you with the entire process.
Contact us to review your business financing strategy
Checklists to make the application easier
Here is a checklist to prepare your client’s term loan application
Be prepared to assist your clients with financing by making sure your firm has the necessary documentation in place.
Information Needed
Average Annual Revenue & Expenses
Ownership Structure (All Owners)
Average Monthly Credit Card Transactions
Outstanding Debts
Documentation Needed
Bank Statements (Last 6 Months)
Driver’s License/Government Issued ID of All Owners
Full IRS Tax Returns – Most Recent 2 Tax Filing Years
Debt Schedule for Outstanding Debts
Most Recent Profit & Loss Statement
Account Receivables Aging Report (if applicable)
Additional Supporting Documentation (varies by industry)
- Credit Card statements (if applicable)
- Business Licenses
- Formation Documents (certification of incorporation, limited liability company agreement, partnership agreement)
- Lease Agreement
Here is a checklist to prepare your client’s term loan application
Be prepared to assist your clients with financing by making sure your firm has the necessary documentation in place.
Information Needed
Average Annual Revenue & Expenses
Ownership Structure (All Owners)
Average Monthly Credit Card Transactions
Outstanding Debts
Documentation Needed
Bank Statements (Last 6 Months)
Driver’s License/Government Issued ID of All Owners
Full IRS Tax Returns – Most Recent 2 Tax Filing Years
Debt Schedule for Outstanding Debts
Most Recent Profit & Loss Statement
Account Receivables Aging Report (if applicable)
Additional Supporting Documentation (varies by industry)
- Credit Card statements (if applicable)
- Business Licenses
- Formation Documents (certification of incorporation, limited liability company agreement, partnership agreement)
- Lease Agreement
Here is a checklist to prepare your client’s term loan application
Be prepared to assist your clients with financing by making sure your firm has the necessary documentation in place.
Information Needed
Average Annual Revenue & Expenses
Ownership Structure (All Owners)
Average Monthly Credit Card Transactions
Outstanding Debts
Documentation Needed
Bank Statements (Last 6 Months)
Driver’s License/Government Issued ID of All Owners
Full IRS Tax Returns – Most Recent 2 Tax Filing Years
Debt Schedule for Outstanding Debts
Most Recent Profit & Loss Statement
Account Receivables Aging Report (if applicable)
Additional Supporting Documentation (varies by industry)
- Credit Card statements (if applicable)
- Business Licenses
- Formation Documents (certification of incorporation, limited liability company agreement, partnership agreement)
- Lease Agreement
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Heroic Solutions Inc
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