Bank Relations

Small Business Budgeting for your service business

Build Your Banking Relationships

PORTAL CFO Consulting provides expert consulting for small businesses looking to strengthen bank relations and ultimately secure business funding. If you feel that your bank relationship is not as strong as it can be, then we can help you to improve it.

  • Financial projections
  • Cash Flow Analysis
  • Budgeting
  • Business Plans

How Can PORTAL CFO Consulting help?

Securing bank financing has become increasingly challenging, with increased bank requirements for secured assets, documentation, and proof of revenue. As a result of banks reevaluating their money lending practices and looking at borrowers with closer scrutiny, bank relations have become more important than ever before.

By utilizing expert financial analysis, PORTAL CFO Consulting will advise you on everything that you need to know on how to prepare and submit a compelling bank loan package. By crafting a genuine financial view of your company from the prospective of a lending bank, we can assist your business in gathering all of the crucial elements needed to present to a lender.

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