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  1. #1
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    Attention Underwriters

    CPA's, Tex Preperation, and Bookeeping Services.
    Merchant does well. Money is Decent, no real issues with Negative days, etc.

    CPAs and Tax Prep are pretty much not on any restricted industry lists, most lenders fund cpa and bookeeping firms, am i right?????

    People keep declining this file on me because on his website he uses the term "Financial Services" to explain the Accounting, Tax Prep, Bookeeping, ETC Services he offers. A Term on his website doesn't make him a Restricted Industry.

    Yes I Understand Financial Services are a Restricted Industry, but this is like Money Managers, etc... Accounting and Bookeeping is not a restricted Industry, even thoiugh he defines these services as "Financial Services"

    I want to pull my hair out, are there any underwriters who wont let a term on his website define his business and will actually look at his type of business

  2. #2
    Senior Member Reputation points: 66673
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    Tell him to edit his website.

  3. #3
    Senior Member Reputation points: 6957 ESE5020's Avatar
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    Ryan, send it over, ill get you an offer on it
    East Shore Equities, LLC
    Submissions@EastShoreEquities.com
    Tel: 516-231-5595 | Fax: 516-231-5590
    www.EastShoreEquities.com

  4. #4
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    Quote Originally Posted by freeprocessing View Post
    Tell him to edit his website.
    LOL - I already have him doing that - his guy is on it.

  5. #5
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    Quote Originally Posted by ESE5020 View Post
    Ryan, send it over, ill get you an offer on it
    John, sorry, Paul sent me an email before i saw this post from you, i just just shot it over to him before i read your post. Next one is yours.

  6. #6
    Senior Member Reputation points: 43599 brokerCompany's Avatar
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    Quote Originally Posted by ryan $ View Post
    cpa's, tex preperation, and bookeeping services.
    Merchant does well. Money is decent, no real issues with negative days, etc.

    Cpas and tax prep are pretty much not on any restricted industry lists, most lenders fund cpa and bookeeping firms, am i right?????

    People keep declining this file on me because on his website he uses the term "financial services" to explain the accounting, tax prep, bookeeping, etc services he offers. A term on his website doesn't make him a restricted industry.

    Yes i understand financial services are a restricted industry, but this is like money managers, etc... Accounting and bookeeping is not a restricted industry, even thoiugh he defines these services as "financial services"

    i want to pull my hair out, are there any underwriters who wont let a term on his website define his business and will actually look at his type of business
    what is the sic code on TR?

  7. #7
    CPA/Tax Prep merchant and you really have issue because of his website?

    Whats the split between tax & write up work revenues?

    Robert S Bloink
    EVP of ISO Partnerships
    Direct: 248-341-9477
    Email: bb@cooperasset.com
    Web: www.cooperasset.com

  8. #8
    Senior Member Reputation points: 54977
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    Mantis has been funding financial service companies from day 1!
    Marcus Clapman | Business Development | Cresthill Capital
    (High Commissions Payout Group)
    ——————————————————————————
    Tel: 917-521-6528 | Fax: 212.671.1473
    Email: bizdev@cresthillcapital.com
    http://www.cresthillcapital.com

  9. #9
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    Funded. With Fundbox.

  10. #10
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    do they do LOC's like BV? ^

  11. #11
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    yes

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