Our Services

LOAN READY BUSINESS PLANS

 

Customized business plans and financial projections to secure financing for your businesses.

Specialties

Loan Ready Business Plans

Your business plan and financial forecast will often be the first contact a banker has with your loan application. The best way to improve your chances of obtaining a loan is to prepare a well written business plan and loan proposal.
If you are you looking to start a new business or expand your existing business with a bank loan we can help. 

Improve your Chances with a well written business plan

We create customized business plans to secure financing or launch new businesses. If you need a business plan but don’t know where to start, we can help.

Get the right funding for your business

Through well thought out financial projections, identify your funding requirements and get the right amount of funding required for your business.

Monitor your progress

Our process doesn’t end once you get your funding! We continuously monitor your business performance, show how it compares to the goals set out in the financial forecast, and recommend actions that may be needed to help the business stay on track toward those goals.

Process

Our Process

Kick-Off Phase

Our first step is a one-hour meeting video call where we get to know about your proposed business and your broad goals. We want to learn more about what makes you passionate about your business. We identify your strengths, weaknesses, opportunities, threats and unique problems you hope to solve with your business.

Build and Model Phase

At this stage we have learned more about their business goals, we are ready to build your business plan and financial forecasts.
At this stage we:

  • Confirm your forecast categories
  • Determine forecast patterns: growth, ratios, etc.
  • Review starting balances
  • Determine financing needs based on the forecasts
  • Define and identify important KPIs, milestones, and timeline.

Advise Phase

At this phase, the business plan and forecasts have been finalized, the required funding has been obtained and the business has commenced operations. Congratulations!!
We hold monthly advisory meetings with you where we present a review of the previous month’s performance, show how it compares to the goals set out in the forecast, and discuss any adjustments that may be needed to help the business stay on track toward those goals.

Ready to get started? Get In Touch!

4299 Village Center Crt, Suite 202, Mississauga ON L4Z 1S2
+1 800 301 4419
naomi@surebooksbookkeeping.com

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