Financial Consulting

In the last couple of years, to respond to the growing need for small businesses to improve their financial & accounting systems, financial performance and increase the chances for getting financing, we have launched the a financial consulting offering for small businesses.
The main services provided by our experienced team of financial services professionals, with combined experience of 50 years are as follows:

  1. Understand and Analyze current financial systems for Small and Medium sized businesses.
  2. Identify inefficiencies, develop better reporting structure and improve financial reporting and information availability
  3. Develop business plans, financial package and work with banks to find best financing options
  4. Negotiate best terms with banks, CDFIs and other finance lenders
  5. Provide continued updates with new banking products and review financial packages for future fund raising activities

Our clients ranging from medical practices to restaurants and retail stores, have found it very cost effective to use our services to improve financial reporting structures and prepare themselves to attain the next level of growth.