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Bank Financing

Take a look at our Bank Financing page. Robert Staats CPA, LLC specializes in providing income tax resolution and accounting services, located in Lake Mary, FL, serving Seminole County and central Florida.

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Please call us today - we'll be happy to offer you a free consultation. Thanks for visiting!

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Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

We can also design and manage your ongoing loan compliance reporting tools and requirements.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

  • Projected Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

  • Representation: We help substantiate your financial needs/position to your banker in person.

  • Ongoing Loan Compliance: At your option, and depending on the complexity of your financing, we can design and administer a loan compliance tracking and reporting structure to ensure that you meet your bank's ongoing requirements.

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.

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