Essentials Package

The Essentials Package is designed for businesses that need clean, accurate, lender‑friendly financials before taking any next steps. We focus on organizing your books, correcting errors, and preparing the core financial documents banks require. This package gives you a solid financial foundation and removes the red flags that commonly lead to loan denials.

Includes:

• Bank‑Readiness Diagnostic

• Bookkeeping cleanup & account reconciliation

• Chart of accounts alignment

• Monthly financial statements (P&L, Balance Sheet)

• Basic cash‑flow review

• Lender‑ready financial packet (core documents only)

Best For:
Businesses with messy or outdated books that need to get organized quickly.