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Preparing Financial Documents for Loan Applications (CPA Critical)

Reviews 5.00 (56 Reviews)

Course Overview

Purpose: Ensure contractors have lender-ready financials.

Topics:

• Profit & Loss, Balance Sheet, Cash Flow

Financial statements and lender expectations

Common mistakes that delay approvals

Organizing documents for funding opportunities

Strengthening your financial position as a contractor

• Role of CPA

Whether you are preparing for financing, bonding, or larger contract opportunities, this information can make a significant difference for your business.

Presenters:

Participants will hear directly from industry professionals and financial experts on how to properly prepare financial documents, strengthen business readiness, and better position themselves for funding opportunities.

Our featured presenters include:

  1. Alexandria Abell – PNC Bank
  2. Aundre Henderson & Jeremy Gangloff – Bourke Accounting LLC
  3. Antonio Garcia Campos – Tony Services, LLC

Course Content

Free
  • Course Level All Levels
  • Lessons 1
  • Enrolled 18
  • Additional Resource 0
  • Last Update May 31, 2026

Class Details

Date: May 27, 2026

Time: 4:30 pm – 6:00 pm

Location: 4303 West Broadway, Louisville, KY 40211

Participants may join in person or online.

Enroll to access the course content and Zoom link.