Loan-Ready Financial Review
Financial information prepared for a serious lender conversation.
A lender-ready review organizes and assesses the financial information commonly needed during a financing discussion.
Starting at $2,500
Potential scope
Financial-statement review
Balance-sheet observations
Cash-flow analysis
Debt schedule
Accounts-receivable review
Accounts-payable review
Loan and lease review
Management-reporting package
Forecast support
Financial-document checklist
Coordination with existing accountant or tax professional
Important disclaimer
Contractor Plus Books does not provide loans, act as a lender or broker, or guarantee financing approval.
Where the underlying books are incomplete or unreliable, financial cleanup will be quoted separately before a lender-ready package can be completed.
Your financial reports should answer questions.
Not create more of them.
Start with a short assessment and identify where job visibility, cash forecasting, reporting, or accounting may be breaking down.