3-day Virtual Seminar

Preparing for a Business Loan or Line of Credit: What Lenders Want to See in Your Book

Overview

This session will guide solopreneurs through the financial preparation needed before applying for a business loan or line of credit. We'll walk through what lenders want to see in your bookkeeping, how to fix red flags ahead of time, and what financial reports you need to confidently apply. Whether you're planning to expand or just want a safety net, this webinar sets you up for a smoother lending experience.

Why you should Attend

If you're thinking about applying for a loan or line of credit in the next 6-12 months, this session will help you avoid the common mistakes that derail applications. You'll learn what to prepare, how to clean up your books, and how to confidently present your financials to lenders.

Lenders aren't just looking at your credit score, they're analyzing your books. If they don't make sense, your application might not stand a chance.

Learn how to prepare your financials the right way, so when the opportunity knocks, you're ready.

Areas Covered in the Session

• What types of funding options are available to small businesses
• How lenders evaluate your financial records
• Key reports lenders want to see (and what they look for in each)
• How to prepare clean, lender-ready books
• Common red flags in financials that delay approvals
• Tips for writing a brief financial story that supports your request
• When to get help from a bookkeeper or financial advisor
• Organizing your documents before you apply

Who Will Benefit

• Solopreneurs planning to apply for funding
• Coaches and Consultants
• Freelancers and Online Business Owners
• Admins or Bookkeepers preparing financials for clients
• Business owners working toward growth or stability