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Business financial consulting

Have you ever wondered if you have a ‘good deal’ with your bank? Are you positioned to get the ‘best deal’ on your financing terms?

Struggling with your PPP loan forgiveness application? We can help!

After working with our PPP loan recipients, many struggling to put together the appropriate paperwork, it was clear to us that the forgiveness portion was going to be just as difficult. Using our experience and contacts in the banking industry, we put together a team of compliance, staffing and accounting professionals to make this process easier for you!

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Why us?

We have over 30 years of banking experience, with companies like Bank of America, Citibank and local regional and community banks.  We have banking experience with every part of the process from start to finish!   

 
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The not-so easy 3508EZ Form

Just because the form has the letters “EZ” in big capitals doesn’t mean it is.  As the business owner, it really doesn’t matter unless you were the only employee; in that case, it really will be EZ.  However, if you paid someone other than yourself you’ll still have to put your payroll records through some hoops.  The good news is, because the “Covered Period” was extended out to 24 weeks, odds are pretty good you’ll get most, if not all, of your loan forgiven.  Either way, we’ll figure it out for you.

 

“Innovation is the specific instrument of entrepreneurship. The act that endows resources with a new capacity to create wealth.”

— Peter Drucker

Let’s talk! We want to help you through this complicated process.

Schedule a consultation with one of our expert team members today to find out how to seamlessly navigate the PPP Loan Forgiveness process.

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