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Best Practices for Seeking Business Loans and Financing

Published by Amit Jain on

Best Practices for Seeking Business Loans and Financing

Learn how to effectively use the General Ledger to support small business financing applications

One way accounting professionals can assist small business clients is by helping them submit financing applications, but that requires a better understanding of how lenders make their decisions and what to look for in a General Ledger. Learn how to review your clients’ paperwork and help them get approved faster with our quick guide.

Download to learn:

  • A breakdown of the General Ledger from the lender’s perspective
  • Key components to review
  • The types of lending and what your client should expect
  • How to directly support a client with their financing application
  • How to broach the topic of funding with your client


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