What we handle

(437) 561-6272

Service | Business

Lender-ready financial strategy.

Securing financing requires more than submitting financial statements. We analyze, structure, and present your financial position in a way lenders understand and trust. We provide independent financing advisory services.

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A pen signing a document at a desk

Business Financing AdvisoryLender-ready financial strategy

  • To startA free 15-minute call
  • Rated5.0 on Google

Choose the service that fits your stage

Startup Financing Preparation

For new or early-stage businesses seeking institutional funding.

Professional advisory fees start at $6,000 depending on scope and complexity. All credit decisions and loan terms remain solely at the discretion of the lending institution.

  • Business plan development
  • Cash flow projections and forecasts
  • Debt capacity and covenant analysis
  • Preparation and organization of required lender documentation
  • Direct coordination with commercial banking teams
  • Ongoing support during the review process

Established Business Financing Support

For operating businesses seeking growth, refinancing, or expansion capital.

Professional advisory fees start at $8,000 depending on scope and complexity. All credit decisions and loan terms remain solely at the discretion of the lending institution.

  • Review of existing financial statements and financial position
  • Review of existing debt and lending arrangements
  • Preparation of compiled financial statements
  • Business plan development
  • Cash flow projections and forecasts
  • Debt capacity and covenant analysis
  • Preparation and organization of required lender documentation
  • Direct coordination with commercial banking teams
  • Ongoing support during the review process

How a financing advisory engagement works

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  1. Initial consultation to understand your financing goals and current financial position

  2. Financial analysis including borrowing capacity, ratios, and lender requirements

  3. Preparation of business plan, projections, and all required lender documentation

  4. Introduction to the financial institution best suited to your needs

  5. Ongoing coordination and support through the review and approval process

In their words

One of our Google reviews, word for word.

“Walla is very competent, knows what she’s doing, and is very helpful. I recommend her services 100% without reservation.”

Sueli C., Google review

How we operate

Our fees are structured as professional advisory engagements, independent of any lending institution. We do not hold broker licenses, receive referral commissions, or act on behalf of any lender. Our only obligation is to our clients.

Is this you?

This service is built for businesses that

  • Are seeking financing and want to present the strongest possible application
  • Need a business plan, projections, or compiled financial statements prepared for a lender
  • Have been turned down and want to understand what needs to change before reapplying
  • Want an independent assessment of borrowing capacity before approaching a bank
  • Are a startup or new business that needs everything built from scratch
  • Are an established business looking to expand, refinance, or take on growth capital

Talk to us about Business Financing Advisory.

A free 15-minute discovery call with Walla Assaf, CPA. A written scope and fee before any work starts.

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Business Financing Advisory

Questions owners ask

All frequently asked questions
Do you guarantee loan approval?

No. All credit decisions and loan terms are made solely by the lending institution. What we do is ensure your application is as strong as it can be before it reaches them.

Are you a loan broker?

No. We are a CPA firm that provides independent financing advisory services. We prepare your financial documentation, analyze your position, and where appropriate, introduce you to the financial institution we believe is most suited to your needs. We do not receive lender commissions.

How is this service priced?

Startup financing preparation starts at $6,000. Established business financing support starts at $8,000. Final pricing depends on scope and complexity, and is confirmed before any work begins.

Which service is right for my business?

If you're a new or early-stage business that needs a business plan, projections, and lender documentation built from scratch, Service 1 is the right fit. If you're an operating business with existing financials that need to be reviewed, organized, and presented to a lender, Service 2 applies. If you're unsure, we'll help you determine that during the initial consultation.

Can you help if I've already been declined?

Yes. We review your current financial position, identify what likely contributed to the decline, and work with you to address those gaps before reapplying.

Will you introduce me to a bank?

We maintain professional relationships with all major financial institutions. Based on your business, your financing needs, and the type of lending you require, we introduce you to the institution we believe is the best fit.

How long does the process take?

The preparation phase typically takes one to two weeks. Once submitted, lenders generally require four to six weeks for their review. From start to finish, expect five to eight weeks.

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Only need answers? CPA Quick Support, from $99 a month

Let us see if we are the right fit.

A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.

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Or call (437) 561-6272 · Monday to Friday, 9 to 5 (Eastern)

Client stories

Rated 5.0 on Google.

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