Bank Financing

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • 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.

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.

Name
Phone
Email
Best Time To Call
Comments

Get In Touch

At KMJ Tax and Accounting Inc., we've been serving the accounting needs of Waukesha, WI and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

KMJ Tax and Accounting Inc.
1300 S. Grand Avenue
Waukesha, WI, 53186
cpa@kmjtax.com
Phone: (262) 547-1121
Fax: (262) 547-2010


Second Location:
7571 North Teutonia Avenue
Milwaukee, WI 53209
Phone: (414) 352-2100
Fax: (414) 352-2333


Third Location:
11951 W. Janesville Road, Suite B
Hales Corners, WI 53130
Phone: (414) 529-3703
Fax: (414) 529-3702


Fourth Location:
5916 N. Green Bay Avenue
Milwaukee, WI 53209
Phone: (414) 352-9630
Fax: (414) 352-7861


Connect

Facebook  LinkedIn  Twitter  Google+

Accredited Business

© 2019

Search  Site Map  Privacy Policy  Disclaimer
Back to top



Business Hours

Mon Tue Wed Thu Fri Sat Sun
9am 9am 9am 9am 9am
5pm 5pm 5pm 5pm 5pm

Get In Touch

Client Portal Login

Subscribe to our Newsletter