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Loan Application Support

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Banks usually want your financials organized, formatted, and presented by a licensed CPA rather than pulled directly from your bookkeeping software — sometimes that means a compilation, sometimes a review, depending on the loan size and lender. Tell us what your lender specifically requested and we’ll match you with a CPA who can produce exactly that.
It depends on the lender and loan amount, not just the size of your business. SBA loans, commercial real estate financing, and larger credit lines often require CPA-prepared statements even for relatively small businesses, while some smaller loans may only need your own financials. Worth confirming with your lender before assuming either way.
A CPA typically handles the financial side — historical statements, projections, and supporting schedules that a lender will scrutinize for accuracy and consistency. A business plan is broader and often includes market analysis and strategy, which may or may not need CPA involvement depending on the lender’s requirements.
Yes, this is a common reason people reach out. A CPA can review why the numbers raised concerns, clean up inconsistencies, strengthen how your financials are presented, and help you understand what a lender is likely to flag next time before you reapply.
Earlier than most people think — if your books need cleanup before financials can even be prepared, that alone can take longer than the loan application itself. If you already have a hard deadline, tell us and we’ll prioritize matching you with a CPA who can realistically deliver in that window.
Generally yes — SBA loans often come with more specific documentation requirements and formatting expectations than a conventional bank loan. Not every CPA regularly works with SBA-specific requirements, so we specifically confirm this experience before matching you with someone for an SBA application.
Most lenders want to see realistic revenue and cash flow projections tied to how the loan proceeds will actually be used, not just optimistic growth assumptions. A CPA experienced in loan support can help build projections that are defensible and aligned with what underwriters are trained to look for.
Cost depends on how much work is involved — whether it’s simply organizing existing financials, building projections from scratch, or cleaning up messy books before anything else can happen. We’ll connect you with a CPA who can scope your specific situation and quote accordingly.
Sometimes, but tax-focused CPAs don’t always have experience with lender-specific formatting or projection work. Rather than assuming your current accountant is the right fit, tell us about your loan and we’ll match you with someone who specifically has lending-support experience.
We vet CPAs in our network specifically on their experience with lender requirements, SBA familiarity where relevant, and track record helping businesses get approved — not just general accounting experience. It’s completely free to use CPAHunter; we’re only paid by the CPA if we make a successful match, and there’s no obligation on your end.

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Tulsa, OK 74112 United States

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