Finance and Credit Policies and Procedures


Do you have a handle on all the necessary procedures to plan for and secure financing/credit when you need it? We help you evaluate your:

  • Account collection
  • Bank loan applications
  • Banking policies and relations
  • Business plans and forecasts
  • Consumer credit approval and credit terms
  • Exercise of incentive stock options
  • Release of financial or confidential information
  • Weekly financial and quarterly cash flow procedures.


Contact us today for more information.