Bank Financing

Put your best foot forward!

Wanting to grow your business?  You may need a loan to help that become a reality.  We help you prepare for that finance meeting with your lender.

We can help you put together a proposal packet that will give your business a higher chance of securing the money you need to grow.

Our winning loan proposals come complete with…

  • Executive Summary: We help you state what the purpose is of the funds you’re asking for.  We also provide and explanation of what the loan will be used towards and why your business needs it.
  • Pro-forma Cash Budgets and Financial Statements: We will gather your profit & loss and balance statements together to show what the financial situation is of your business currently.
  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
  • Representation: We help substantiate your financial needs/position to your banker in person.

Contact Us

Services We Offer

Accounting for Businesses

Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits. & Individuals.

Accounting for Individuals

Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

Tax Services

Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.


Here's a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training.

Citizens Overseas

Helping you understand what taxes and forms you are required to file.


Mount Pleasant

1392 Royston Rd
Mount Pleasant, SC 29464-5700

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