Meeting Preference: Email, In Person, Phone, Video
I can help you understand your financial statements, including balance sheet, profit and loss, cash flow, and projections. This includes financial statement analysis so that you will have answers to many of the questions that lenders will be asking.
I have over fifty years in the banking industry, with most of it spent reviewing loan requests for start-up businesses as well as established businesses. I spent the last few years in banking reviewing SBA loan requests of all sizes.
During my years with SCORE, I have mentored clients in the following areas:
* Writing business plans
* Completing financial projections
* Analyzing financial statements from a banker's point of view
* Preparing loan requests to be presented to lenders
Areas of Expertise
- Accounting & Finance
- Business Plan
- Accounting & Tax Services