I spearhead a project with an enterprise accounting firm that has shown significant success in our industry. They help with anything from Bookkeeping/Journal Entry services, R&D tax credits AND OTHER tax CREDITS where we have a department dedicated to these services, Sales Tax, Payroll Services, Tax Preparation, Organizational Structure, Estate Planning, and MUCH MUCH MORE!
Takes some time but we have shown based off KPIs and a Historical Analysis report that our average file has gone from funding an SBA7(a) from under 500k and ballooned to ana average of 1.7m.


How do you handle a file where your merchant/clients financials were written in crayon by a 3 year old?