✦ MONEY FLOW FINANCIAL SERVICES ✦ TAX SERVICES ✦ CREDIT + BUSINESS ✦ BOOKKEEPING ✦ TAX TRAINING & MENTORSHIP ✦ DIGITAL PRODUCTS ✦ YOUR MONEY. YOUR MOVES. ✦ MONEY FLOW FINANCIAL SERVICES ✦ TAX SERVICES ✦ CREDIT + BUSINESS ✦ BOOKKEEPING ✦ TAX TRAINING & MENTORSHIP ✦ DIGITAL PRODUCTS ✦ YOUR MONEY. YOUR MOVES.
✦ MONEY FLOW FUNDING READINESS VAULT ✦

Before You Ask For Funding,Make Sure You're Ready.

Funding starts long before the application. Money Flow helps business owners review the financial, credit and operational pieces that may affect how their business is viewed when pursuing financing.

CHECK YOUR FUNDING READINESS↓
01
ID
BUSINESS FOUNDATION

Is The Business Established?

Start with the basics. Your business structure, EIN, contact information, banking and business records should tell a consistent story about the company you're building.

FOUNDATION FIRST
04
CR
CREDIT PROFILE

Review Your Credit Position

Depending on the financing product, personal credit, business credit or both may be considered. Know what's reporting before submitting applications.

KNOW BEFORE YOU APPLY
05
P&L
FINANCIAL RECORDS

Know Your Numbers

Profit and loss statements, balance sheets, tax returns and other records may be requested depending on the financing opportunity and lender requirements.

NUMBERS NEED DOCUMENTATION
06
DOC
DOCUMENT READINESS

Get Your File Together

Don't wait until an application asks for documents. Organize your formation records, identification, bank statements, tax records and financial documents before pursuing financing.

BUILD YOUR FUNDING FILE
08
MF
READINESS REVIEW

Let's See Where You Stand

Schedule a Money Flow consultation to review your business foundation, credit position, financial records and the areas that may need attention before you pursue financing.

BOOK MY FUNDING READINESS REVIEW →
FUNDING ISN'T THE FIRST STEP. READINESS IS.

Don't Just Chase Money.Build A Fundable Business.

Let's review the business behind the application. Your structure, revenue, banking, credit and financial records can all play a role in determining which financing opportunities may fit your situation.

CHECK MY FUNDING READINESS →