Overview
Overview
Banks require a consistent package of financial statements, projections, stock statements and certificates.
We prepare and organise this information so the application is complete and consistent.
Who this is for
- Businesses applying for working capital or term loans
- Borrowers renewing limits
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Financial information package
- CMA data preparation
- Certificates as required
- Responses to lender queries
Documents usually required
- 01Financial statements
- 02Existing sanction letters
- 03Stock and debtor statements
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
Do you arrange loans?
No. We prepare financial information; the decision to lend rests with the bank.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.