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Bank Relationships

If You Need to Develop Bank Relationships, We're Here to Help!

It is essential to the health of any business to have quality banking relationships. Access to capital has repeatedly been shown to be a critical success factor. At John Morrissey Accountants, we will help you create and maintain those important relationships. Our work with you on financial statements, financial planning, and tax-favored structuring for transactions will be important to assuring that your banker is an important partner in growing your business.

We have been working with banks for over 50 years and know what information the banker may need.  We can help the banker understand your business and what makes your business unique.  We can also help you understand their banking requirements which includes timely & accurate financial data.  

How We Help You Secure Bank Financing:

The first step we take is to make sure we understand your business and what you are trying to achieve. Next, we take a look at financial performance and projections and identify potential sources for financing. The final step is to work with you to prepare a successful business loan proposal that includes the following services:

  • Executive summary
  • Pro forma cash budgets
  • Business financial statements
  • Owner’s personal financial statements
  • Lender introductions
  • Representation

Are You Ready to Get the Financing You Deserve?

Obtaining bank financing for your small business is a major decision, but if you’re ready to take the next step, we are here to help you achieve your goal.

Call today or fill out the contact form below to speak with an experienced Accounting firm you can trust. You’ll be glad you did!

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We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.