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Many time clients need to borrow money to make large purchases or finance a new or existing business venture. Joe can review the client’s financial situation and advise the client whether he is making a wise decision and how to go about obtaining the best terms and interest. Many of the financial institutions require small business to have financial statements prepared by a CPA and statements that they are indeed in business and have an income. Joe can provide this information and many times recommends institutions that may be more favorable to the client. |
