CPA M2 provides comprehensive CPA consulting services to help small business owners secure bank financing in Houston.

Whether you are expanding your business or need additional funds, bank financing can be an excellent option.

We offer consulting services to guide you through the entire loan application process:

• Executive Summary: Clearly outline the purpose of your loan, the exact amount needed, and provide a detailed description of your business, including strengths, history, and relevant information.
• Financial Statements: Prepare accurate financial statements that reflect your business’s financial health.
• Pro-Forma Cash Budgets: Develop projected cash budgets to demonstrate future financial stability.
• Owner’s Financial Statements: Ensure personal financial statements are in order, including copies of at least three years of personal tax returns and collateral guarantees.
• Representation: Our professional CPA representation can significantly enhance your chances of securing a loan, as bankers highly value businesses with strong CPA backing.