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When You WIN
We WIN. 

Become Bankable with a  Professional and Experienced Team to help you navigate the Banking, Accounting, and Lending industry.

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What we do?

We empower small businesses to become bankable by providing strategic financial guidance, connecting them with the right banking partners, and ensuring their financials are in top shape.

What You Get with Our Service 

Our Strategic Banking Ally service goes beyond banking and securing capital. It’s about making your business financially resilient. Here’s what we deliver:

01

Cost of Capital & Cash Flow Analysis

02

Debt Service Coverage Ratio (DSCR) Calculations

03

Performance Financial Ratios

04

Complete SBA Loan Support

05

Expertly Crafted Financial Statements

06

Strategic Financial Assets Advise

Let's get into Details

Cost of Capital & Cash Flow Analysis

Understanding the real cost of capital is crucial for making informed decisions that can prevent financial stress in tough times and maximize profitability in good times. We perform a deep dive into the financial product’s cost on your business's cash flow across different scenarios, ensuring you avoid debt that could become a burden during slow periods or unexpected downturns.

The Benefit: You’ll save thousands of dollars by avoiding capital that doesn’t align with your cash flow, and minimize your risk of financial strain or bankruptcy.

Our Process

01.

Initial Consultation:

We get to know your business and financial goals.

02.

Document Gathering: We help you collect all the necessary financial data to begin. 

03.

Analysis and Evaluation: We perfom detailed financial evaluations , offering insights and recommendations.

04.

Artifacts Creation: We develop custom financial statements, reports and loans applications.

05.

Delivery and Presentation.  We present our findings and guide you through your financial strategy.

Meet Your Strategic Banking Ally Team

The number 1 reason for business failure is Cash Flow issues.

 

At GeeGoals, our Strategic Banking Ally service is designed to help small businesses like yours unlock the financial opportunities needed to thrive. Our team of experts brings together decades of combined experience in lending, banking, tax advisory, and business consulting, ensuring that every aspect of your financial health is thoroughly analyzed and improved.

 

With our tailored approach, we’ll guide you through cash flow management, credit strategies, capital structure optimization, and financial planning to help you secure the capital needed to grow while building sustainable financial assets.

The Value for your Business

Hiring our Strategic Banking Ally service is a One-Time Investment that pays dividends over the long term. You're not just paying for Access to affordable and responsible Capital. You are gaining a team that will help you: 

Avoid Costly Financial Mistakes

It could lead to cash flow problems. 

Understand and Optimize your Financial Health

Be always Prepared for growth or downturns. 

Build Relationships

With Bankers who understand your industry and will champion your business and will provide with Bank Lines of Credit.

Let the numbers do the talking
Example on a $100k Loan.

16+ Hours Away from your Business

Spent filling out documentations, lender communications, calling 800 numbers, annoying calls from other lenders...

$9k+ Saved from Predatory Lenders

Over $9854+ saved from products such as cash advance or Fintech line of credits that charge weekly fees. 

$2k+ Saved from Broker fees.

Average broker fees are 2%-15% disclosed or undisclosed for a transactional experience Regardless is coming out of your pocket.

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    Become Bankable. For Southern California Businesses

    Подробнее

    15 минут

    $3700 + 1%
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