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- Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it’s needed.
- Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
- Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
- Representation: We help substantiate your financial needs/position to your banker in person.
If you’d like to learn more about how you can obtain the money you need to grow your business please complete this form or call us
at (435) 300-0545.
If you have a problem and call Eric, he is always available and helps you out with your bookkeeping problem. He treats you in a professional way and he takes care of your books fast and accurately. I would highly recommend Park City Bookkeepers.
CEO, Service Company
For several years, Eric W has helped me with various aspects of those businesses above and beyond the typical bookkeeper, including strategic planning, market analysis, employee management, and others. My Directors are about to receive their third annual dividend in a row – due indubitably to the contributions of Eric. I give him my highest recommendation to you; give him a shot and you wont’ be disappointed.
Park City Bookkeepers have been amazing helping us reconcile a difficult set of books. I am so thankful to have found them and feel as though we are in the best hands going forward. Eric is very professional – I would highly recommend this service to anyone in need of a bookkeeper.
COO, Park City Non-Profit
They have been so very helpful in straightening out an incorrect set up of Quick Books. Their knowledge of our business and of Quick Books is so appreciated! THANK YOU!
CEO, Property Management Company
I found Park City Bookkeepers on line. I called Mr. Wheeler and we hit it off right away. PCB is truly customer focused. They are flexible in their process making sure it worked for me. They even helped me get the technology is place to streamline our interactions. Park City Bookkeepers is a great value for me!
CEO, Medical Consulting Firm
I run a pretty complex, fast growing technology company in Salt Lake City. PCB has been doing a fantastic job for us. They are always responsive, organized, and accurate. They’ve set up processes to make it easy to provide the information they need for detailed accounting – expense receipts, reporting, etc. Very pleased.
CEO of a PC financial tech co.
As a former banker, I have plenty of accounting experience, but didn’t have the time to focus on the books on a weekly basis. Eric took over this responsibility flawlessly. It is a tremendous relief to have found someone so reliable, responsible, and knowledgeable to take over this responsibility for me
CEO,Urgent Care Facility
PCB was recommended by a friend and I’m glad I found out about them. I had a fairly complicated business year, so their guidance and expert recommendations were much appreciated. Aside from being a good bookkeeper, Eric has done a great job processing our company payroll. I would recommend his bookkeeping and payroll services without hesitation.
CEO, Service Provider
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