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Bank Financing

It pays to be prepared and organized when requesting a business loan. 

Our bank financing requests include:  

  • 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.

  • Pro-forma 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.

Welcome to Scelsi & Associates, LLC Accounting firm licensed in NJ.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (856) 795-0099. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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