Our Services
SBA Loans, Grants & Tax Credits
Finding the right funding can be complicated. WeAccountant helps businesses understand potential SBA financing, grant opportunities, and tax credits while preparing the financial information and documentation needed to evaluate available options.
Need help deciding?
Talk to our team about which service fits your business, no commitment required.
The Right Funding Starts With the Right Preparation
Whether you're looking to purchase equipment, expand operations, manage working capital, or explore available tax incentives, your financial information plays an important role.We help you understand your financial position, organize relevant documentation, and evaluate funding opportunities that may fit your business.
Our Funding Services
SBA Loan Assistance
Understand SBA-backed financing options and prepare the financial information lenders may need when evaluating your business.
Grant Opportunity Support
Grants are more specialized than loans, and eligibility depends heavily on the specific program. We help businesses understand potential grant opportunities and the requirements involved.
Tax Credit Support
Certain businesses may qualify for federal or state tax credits based on their activities, investments, employees, or other circumstances. We help identify and evaluate applicable opportunities.
What We Help You Prepare
Financial Statements
Organize accurate financial statements that provide a clearer picture of your business.
Profit & Loss Review
Understand revenue, expenses, margins, and overall operating performance.
Balance Sheet
Present your assets, liabilities, and equity clearly.
Cash Flow Analysis
Understand your current liquidity and expected cash requirements.
Financial Projections
Develop realistic forecasts based on your business plans and financial history.
Supporting Documentation
Organize relevant financial and business records for the application process.
Works with the platform you already use
Setup, migration, and ongoing support across the following platforms.
Frequently Asked Questions
No. SBA loans are subject to lender and program requirements, and approval decisions are made by the applicable lender. SBA states that lenders have their own requirements and that businesses generally need to meet applicable size, creditworthiness, repayment, and business-purpose requirements.
SBA grants are limited and generally focus on areas such as research, manufacturing, exporting, and support organizations. SBA does not generally provide grants simply to start or expand a business.
Yes, if this is part of your actual service offering, you can help organize and prepare the relevant financial information and supporting documentation.
That depends on your funding purpose, business circumstances, financing needs, and eligibility. SBA's major loan programs include 7(a), 504, and Microloans.
Yes, We Accountant can evaluate applicable tax-credit opportunities based on your business activities and circumstances.
No. Eligibility depends on the specific program, tax rules, business circumstances, and supporting documentation.
Why choose us
Not Sure Which Funding Option Fits Your Business?
Start with your numbers. WeAccountant can help you understand your financial position and identify funding or tax opportunities worth exploring.