When going through the loan application process, most clients ask, “Why Is My Lender Asking for So Many Documents?” or “Why do they need that document/information?” Whether this is your […]
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Language of Business: Finances
Your finances tell the story of the financial health of your business. Understand this year’s numbers and plan for next year. Topics: Review (and understand) financial performance Build a budget […]
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All businesses need capital. Understand what it is and how to access it. Topics: Need, Purpose, and Use Types of funding for each stage How to prepare What lenders look […]
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Understand the basics of accounting and a functional bookkeeping system to track the money going in and out of your business. Topics: What is accounting/bookkeeping Why is it important Basic […]
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Planning for the Unplannable: The 6th C of Credit
Whether your business is in the idea stage, just getting started, or well-established, you learn that there is no limit to the various frameworks you can use to evaluate performance. […]
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