CMA & Financial Statement Preparation
Lenders, landlords and buyers all want the same thing: numbers presented the way they expect to see them. We build that package.
Packages
- Profit and loss, balance sheet and cash flow statements
- Comparative market analysis for business or property valuation context
- 12- and 24-month projections with assumptions documented
- Break-even and unit economics analysis
- Lender-ready financial summary packet
How it is built
From your source records — bank statements, ledgers, payroll and invoices. Every figure traces back to a document, and assumptions are stated on the page rather than buried.
What you receive
- Formatted statement package in PDF and spreadsheet
- Assumption sheet for every projection
- Source document index
More in IRS, CMA, Financial & Business Consulting
IRS Administrative & Resolution Support
Administrative support for IRS notices, installment agreements, penalty abatement requests, transcript analysis and back-filing organization.
ExploreBusiness & Operations Consulting
Operational consulting for owners: entity structure review, pricing, staffing models, SOP development, multi-location expansion and growth planning.
ExploreBookkeeping, Payroll & QuickBooks Setup
Chart of accounts design, QuickBooks setup and cleanup, monthly bookkeeping support, payroll onboarding and reconciliation for small businesses.
ExploreFunding & Lender Readiness
Lender-ready document packages, business credit profile setup, and funding readiness reviews for owners preparing to apply for capital.
Explore