Financial Advisory Services

Secure Fast Funding for Your Business

To support your business in the current market, we are excited to introduce our new Financing  Assistance and Advisory Services! Whether you’re looking to refine your current financing options,  need funding for equipment or inventory, or are preparing for your next major expansion, our latest  offering can guide you every step of the way. With our services, you could secure funding within just  72 hours through Term Loans, Working Capital, and other financial solutions.

Here is a form to prepare your SBA 7a application.

To get started, please download and complete the fillable SBA 7a Form 1919 (also known as the SBA 7a Borrower Information Form) and submit it to us using the “upload completed form” button.

Download SBA Form 1919
Upload Completed Form

Here is a checklist to prepare your working capital application

Be prepared to provide:

Information Needed

  •  Average Annual Revenue & Expenses
  •  Ownership Structure (All Owners)
  •  Average Monthly Credit Card Transactions
  •  Outstanding Debts

Documentation Needed

  • Bank Statements (Last 6 Months)
  • Driver’s License/Government Issued ID of All Owners
  • Debt Schedule for Outstanding Debts
  • Recent 1 Year IRS Tax Return or Most Recent Profit & Loss Statement
  • Account Receivables Aging Report (if applicable)
  • Additional Supporting Documentation (varies by industry)
    • Credit Card statements (if applicable)
    • Business Licenses
    • Formation Documents (certification of incorporation, limited liability company agreement, partnership agreement)
    • Lease Agreement

Here is a checklist to prepare your term loan application

Information Needed

  •  Average Annual Revenue & Expenses
  •  Ownership Structure (All Owners)
  •  Average Monthly Credit Card Transactions
  •  Outstanding Debts

Documentation Needed

  • Bank Statements (Last 6 Months)
  • Driver’s License/Government Issued ID of All Owners
  • Full IRS Tax Returns – Most Recent 2 Tax Filing Years
  • Debt Schedule for Outstanding Debts
  • Most Recent Profit & Loss Statement
  • Account Receivables Aging Report (if applicable)
  • Additional Supporting Documentation (varies by industry)
    • Credit Card statements (if applicable)
    • Business Licenses
    • Formation Documents (certification of incorporation, limited liability company agreement, partnership agreement)
    • Lease Agreement

MpowerED CPA Services is a tax and accounting firm offering highly customized solutions for franchise owners, real estate, nonprofit industries, and more