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Finance Brokers
- Have financials for your clients within 3 days
- Get reports on all of the information you require for finance applications
Have financials for your clients within 3 days
We can help you get your clients’ financials ready for their accountant in as little as 3 days. It doesn’t matter how messy their paperwork is now, we can get it ‘All Sorted’ in as little as a few days, then send it – all organised – directly to their accountant to have the tax returns submitted so you can get onto their finance application.
If your clients are in a hurry to get a new work van, let us sort out their mess so you can focus on managing their finance applications.
If we don’t get their work completed within the agreed time, our services are free!
Get reports on all of the information you require for finance applications
Are you looking for better reports?
We can make any report you want/need a reality. We will sit down with you and work out exactly what you want, and then find a way to get that information from your clients’ system.
We can give you any reports you require, if you need it, we can get it!
We can also help your clients with budget and cash flow forecasts to accompany loan applications where required. We will work with you to get the information you need to put through the applications with no fuss.
If we can’t get the reports you want, our consultation is free!
Mark was a new client who was receiving income protection insurance benefits, but he hadn’t submitted any reports to the insurance company for 18 months. On top of that, his commercial premises mortgage was also due to be refinanced. Mark’s accountant approached us with his case, and I went to see him the next day. We had everything up to date and with Mark’s accountant within 3 days so he could fulfil all of his obligations straight away.
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