Come Grow With Us

JB Tax and Accounting Accounting Firm, New Orleans, LA.

Bank Financing

A bank loan can be a key factor in starting or growing your business, but requesting a loan without proper preparation may make you appear high risk in the eyes of a lender.

JB Tax and Accounting offers loan proposal services to help you put your best foot forward when requesting a business loan. Our proposals are highly successful because we know exactly what banks want to see and we create them from their perspective. More importantly, we know how to prove to a lender that your business will be able to pay them back. 

Our Winning Business Loan Proposals Include:

  • An Executive summary:
    We present a clear statement of purpose, the exact amount of money required, an explanation of why the loan is needed, and how the loan will be used
  • Pro-forma Cash Budgets and Financial Statements: We use your data to prepare information that “speaks their language” so the lender can easily read and buy in to the proposal
  • Owners Personal Financial Statements: We include copies of the last 3 years of personal tax returns and identify collateral being pledged as security
  • Representation: We help affirm your financial needs and requests to your banker in person

To learn more about how you can obtain the money you need to grow your business please complete this form.

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

Tax Due Dates