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Financial Planning & Forecasting

Our firm is able to meet all needs in relation to securing financing for new businesses as well as business expansions. We work closely with both lending institutions and investors in order to assist in the successful securing of requested financing. Included in our assistance with securing financing are forecasted financial statements of the business enterprise, drafting business plans, preparation of the personal financial statements of the owners, and assembly of all information for presentation. We also offer the service of completing all necessary documentation and forms for various financing guarantees such as a guarantee from the Small Business Administration (SBA). We take pride in our current client base that includes many successful businesses that began with a dream to start their own business. We look forward to being a part of their continued growth as well as assisting in the development and growth of future businesses.

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Sara A. Roberts, CPA, APAC • 724 Kirby St • Lake Charles, LA 70601
Phone: 337.493.3100