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Your Books Should Open Doors, Not Close Them.

Expert bookkeeping built around one goal — making your business bankable.

The Problem:

Most small business owners don't realize their books are costing them money — not because they're wrong, but because they're not telling the right story.

When you apply for an SBA loan or bank financing, lenders don't just look at your credit score. They look at your financials. And if your books are messy, inconsistent, or incomplete — you get denied.

Who We Are:

Bankable Advisors is not your typical bookkeeping service. We're led by a seasoned commercial and SBA lending professional who has sat on the other side of the desk — reviewing loan applications, reading tax returns, and deciding who gets funded.

We know exactly what lenders look for. And we build your books around it.

Choose your pricing plan

Find one that works for you

  • Clean Books + Financial Insights

    350$
    Every month
    From $350: Clean, compliance and organized records + strategic financial insight. Keep your business compliant with accurate, organized, and audit-ready financials.
     
    • New client setup fee: $500 (one-time)
    • ~ Monthly bookkeeping
    • ~ Financial statements
    • ~ Tax-ready books
    • ~ Financial insight

  • The Bookkeeping Rescue Cleanup

    0$
     
    Custom Quote: We step in to "rescue" your books from messy data and missed months, handing you back a clean, balanced, and manageable QuickBooks file.
    Free Plan
    • New client setup fee: $500 (one-time)
    • ~ Bank Feed Integration
    • ~ Account Tie-Outs
    • ~ A/R & A/P Cleanup
    • ~ Final Health Report

  • Lender-Ready Books & Financials

    450$
    Every month
    From $450: For businesses that want clear financial visibility and to be fully prepared when opportunities for funding arise
     
    • New client setup fee: $500 (one-time)
    • ~ Everything in Foundation
    • ~ Monthly review
    • ~ Cash flow tracking
    • ~ Lender-friendly reporting
    • ~ CPA coordination

  • Capital Advisory & Loan Readiness

    0$
     
    Custom Quote: From end-to-end financing preparation and positioning to guiding you through lender selection and securing the right funding partner
    Free Plan
    • ~ Capital Readiness Assessment
    • ~ Loan Structuring
    • ~ File Preparation & Submission
    • ~ Lender Matching
    • ~ Negotiation & Terms Optimization
    • ~ Funding

  • Strategic Business Plan

    2,500$
     
    From $2,500: This is a comprehensive document including market analysis, management structure and operational strategy.
     
    • ~ Operational strategy
    • ~ Management Structure
    • ~ Five C's of Credit

  • Financial Projections & Assumptions

    2,000$
     
    From $2,000: Includes 2-year financial projections (P&L, Balance Sheet, Cash Flow). A critical lender requirement for most loans and SBA 7(a) applications.
     
    • ~ 24-month projections
    • ~ Built specifically for loan submissions + capital planning
    • ~ Lender-ready assumptions
Contact Us

Why It Matters:

"Clean books don't just keep you compliant — they make you fundable."

When your financials are structured the way lenders expect, you walk into every loan conversation with confidence. You get better terms, faster approvals, and fewer surprises. That's what Bankable Advisors delivers.

Who We Work With:

We serve small business owners with $250K–$5M in annual revenue who are serious about growth — contractors, retail shops, and service businesses across the country.

Ready to Get Bankable?

📞 Schedule your free Loan Readiness Review today. (No obligation. Just clarity on where your books stand.)

Book My Free Review
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