Financial Projections

When requesting a new loan or line of credit a bank will typically ask for current financial statements, tax returns as well as future projection of sales/revenue, expenses and income.  At Jeffrey Schwartz CPA PC, we provide our clients with financial projections based on models we create for your business.  Each model is specifically tailored to your business and the industry you are in. This we allow the bank to evaluate your past performance as well as the future earnings.