Funding for your next opportunity, starting with a CPA conversation
Spend 15 minutes with a CPA to talk through what you need to fund, your timing, and which funding options may fit your business.
This is a conversation, not a loan application.
15 minutes
Directly with a CPA
No obligation
What businesses use funding for
Buying inventory ahead of a busy seasonPurchasing or financing equipmentTaking on a new contractCovering gaps while customers pay their invoicesHiring and growthA CPA and CFO perspective first
We combine a CPA and CFO perspective with access to funding partners. We start with what the money needs to do and what your business can comfortably support, then talk through the options that may fit.
We also explain what funding partners usually ask for, so you know what to prepare before you apply.
Who we work with
- Established US businesses, usually 2 or more years in business
- Construction and trades, transportation, manufacturing, distribution, professional services, medical and dental practices, auto services and more
- Owners, presidents, CFOs and controllers
How it works
Book a 15-minute call
Pick a time that suits you.
Talk through your need
With a CPA: what the funding is for, how much, your timing, and how your business is doing.
Choose your next step
If it makes sense, we introduce you to a funding partner. You decide whether to apply.
What to expect
Meet with a CPA
Your call is with a licensed CPA
You speak directly with a CPA about your business and what the funding needs to do. Bring your questions; there is no obligation to apply.
Frequently asked questions
How do I book?
Fill in the short form on this page with a good time to talk. We will email you to confirm a 15-minute call with a CPA.
Are you a lender?
No. We introduce businesses to third-party funding partners. Each partner makes its own decisions and sets its own terms.
Will the call affect my credit?
The call itself does not involve a credit check. A funding partner may check credit if you choose to apply.
What will we discuss?
Roughly how much you need, what it is for, your timing, your annual revenue and how long you have been in business.
Is there any obligation?
No. You decide whether to take any next step.
How do I stop emails from you?
Use the unsubscribe link in any of our emails, or the Email preferences page.
Book your 15-minute call
Tell us a little about your business and we will email you to set up a time with a CPA. Questions are welcome too.
Start with a 15-minute conversation
Talk it through with a CPA, ask your questions, and decide whether a closer look makes sense.
Book a 15-minute call