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Success Stories – Preparing for Loan

One of our clients is excited about expanding their business. In order to do so, they need to qualify for a loan. The bank needs to see several things – they need to see the historical business performance, and they also need to see the projections from the client to understand how the loan monies will be used (and yes, how they will be re-paid too).

Fortunately, the client’s books are completely up to date! So generating the historical financials was literally just the press of a few buttons. But ZumiFi was also able to assist the client in documenting their projections thoroughly. Voila! Solid financial projections, made easy.

This expansion may well be a game changer for our client, and we are thrilled to be a part of that for them!

ZümiFi – helping our clients focus on making their businesses work!

Contact us today!

Success Stories – Preparing for Loan

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