What Investors & Lenders Look For
Positioning Your Business for a Stronger “Yes”
Planning to apply for a business loan or bring on an investor? Whether you’re looking to expand, hire, or just stabilize cash flow, your financials need to tell a clear, trustworthy story.
At Amri Bookkeeping & Accounting, we help businesses get loan-ready by focusing on what matters most to underwriters and lenders. Here’s what they expect—and how to make sure your numbers work in your favor.
1. Clean, Reconciled Books
Lenders want accurate, up-to-date records. That means every transaction is categorized correctly, and your accounts are fully reconciled. Sloppy books can delay your approval—or worse, lead to a flat-out no.
2. Profit & Loss Statements
Your P&L provides a snapshot of your business performance. It shows your revenue, expenses, and bottom line over time. A clear, well-organized report helps lenders assess your business’s health and potential.
3. Cash Flow Tracking
Profit doesn’t always mean cash in hand. Strong cash flow shows that you can meet your obligations, handle slow periods, and maintain stability—key things lenders want to see.
4. Timely Tax Filings
Proof of consistent, on-time tax filings shows you’re serious about staying compliant. Falling behind can raise concerns about risk and reliability.
The Bottom Line: Be Ready Before You Need To Be
📌 Don’t scramble when an opportunity comes up. Getting your financials in order now puts you in control—and positions you for better terms, smoother approval, and less stress.
At Amri Bookkeeping, we offer monthly support with no contracts and financial clarity that helps you grow with confidence.
📧 amribookkeeping@gmail.com
🌐 amribookkeeping.com
👉 Ready to take the next step? Let’s talk about how we can help your business stay loan-ready, tax-ready, and growth-ready—whenever the opportunity comes. Reach out today for a no-pressure consultation.