You will get a financial analysis for your business
Top Rated
Top Rated
Project details
The project will include a business analysis customized for your specific business. The $99 project includes an abbreviated financial highlight and a benchmark analysis. The $500 includes in-depth financial analysis, benchmark analysis, and recommendations. The $999 includes an executive summary, industry analysis, customer analysis, SWOT and projections.
Language
EnglishWhat's included
| Service Tiers |
Starter
$99
|
Standard
$500
|
Advanced
$999
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Revisions | 1 | 1 | 1 |
Executive Summary | |||
Company Description | - | ||
Industry & Competitor Analysis | |||
SWOT Analysis | - | - | |
Customer Analysis | |||
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | - | - | |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
4 reviews
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ML
Matt L.
Sep 27, 2025
Financials for SBA Loan Proposal
ZW
Zavere W.
Jul 28, 2021
Financial Professional to Advise on Financing Business For Growth
I hired Joshua as panelist for a financial educational workshop, as one of our panelist had a late cancellation. My posting required an urgent response and Josh initially contacted me quickly. He was very professional in our meeting and made sure to ask clarifying questions to be clear on what was being asked of him. The panel and content shared was better than I could have imagined. Beyond Joshua's professionalism, he was extremely passionate in his delivery. I would finitely work with Joshua again.
JL
Johnny L.
Jul 8, 2021
Financial consulting/audit of our business financials for getting lending/financing in the US
Josh is a great guy, super responsive and reliable, and successfully advised us on getting our loan approved. Highly recommend!
DC
Danielle C.
May 24, 2019
Review tax returns and help prepare Cash Flow Statement (Projected)
Look no further! This is THE BEST guy for the job! Not only was Josh very knowledgeable and responsive, he went above and beyond to help me reach my deadline. At 1:00 in the morning, nonetheless! I will be utilizing his expertise in the future!
About Joshua
Commercial Loan Expert and CFO - MBA
100%
Job Success
Kennewick, United States - 7:12 pm local time
With over 15 years in commercial banking and 8+ years as a full-time and fractional CFO, I offer a complete perspective of the lending and financing process—from loan origination and underwriting to financial modeling and closing.
Whether you're a business owner seeking financing, a lender needing underwriting support, or you're business is struggling and needs a checkup, I deliver strategic insights and practical solutions based on real-world experience.
Services I offer:
* Loan support from pre-qualification to closing
* A "Business Health Check" analysis from a lender and CFO perspective
* Loan package review to improve approval odds
* Underwriting and credit analysis
* SBA and Equipment loan brokering
Let’s connect if you’re looking for expertise that bridges lending, finance, and strategy—all in one place.
Steps for completing your project
After purchasing the project, send requirements so Joshua can start the project.
Delivery time starts when Joshua receives requirements from you.
Joshua works on your project following the steps below.
Revisions may occur after the delivery date.
1
Client purchases the project and sends requirements
2
We complete the project.