Accounting & Financial Intermediation

Monthly compilation and accounting of financial data
Preparation of monthly and annual financial statements
Review and analysis of income statement, cash flow statement, and balance sheet with business owner
Regular review of business financial health with business owner
Information dissemination regarding all products and services available to businesses through the banking and financial sector
Assistance with application and documentation process to acquire external financing
Representation when negotiating with banks and financial institutions regarding new and existing loans and accounts