Complete Financing Kit – Invoices, Cash Flow and Financing Paperwork

Get organized for lenders and sureties while you manage cash flow day to day. The Complete Financing Kit includes everything in Cash Flow Pro plus the paperwork contractors are usually asked for when applying for financing or bonding.

Plus financing paperwork:

• Business summary template: the one- to three-page overview lenders and sureties like to see

• Financial statements: balance sheet, income statement and personal financial statement, with filled-in examples

• Work-in-progress schedule: percent complete, over/under billings, gross profit earned and backlog

• Loan application checklist: everything to gather before you apply

• Bonding preparation checklist: documents and steps to prepare for a surety bond

WHY YOU'LL LIKE IT

• One kit covers day-to-day billing and the paperwork for your next loan or bond

• Formulas calculate totals for you

• Built-in "How to use" instructions in every file