Advisory
Business Funding Support
Lender-ready financials, projections, and packages that help you walk into a funding conversation prepared.
The approach
Whether you're applying for an SBA loan, a line of credit, or pitching investors, the package you bring matters as much as the request. I prepare clean, lender-ready financials and projections so you can walk in confident.
What I help with
- Lender-ready P&L, balance sheet, and cash flow statements
- Three-year financial projections
- Use-of-funds and break-even analysis
- Loan application support and document prep
- Banking-relationship guidance
Who this is for
- Applying for a business loan, line of credit, or SBA financing.
- Need three-year projections for a lender or investor.
- Want a second set of eyes on a use-of-funds plan.
- Have been turned down and need help understanding why.
Why work with me
I've been on both sides of the table — preparing the package and reviewing the package. I know what lenders actually look at.
Working with KRB
What clients say after we work together
Rebekah took our books from 14 months behind to fully current in six weeks, then set us up with a monthly cadence we actually understand. The difference in how I run my business now is night and day.
Operations ownerManufacturing · Bradley County
I was paying a payroll service and a bookkeeper and a tax preparer who all blamed each other when something went wrong. Rebekah is one phone call. That's it.
FounderProfessional services · Chattanooga
The S-Corp election conversation alone paid for the year of advisory. She walked through the numbers, showed me the break-even, and made the recommendation in plain English.
OwnerConstruction · Williamson County
How it works
A simple, transparent process
From the first call to ongoing support, you always know what's happening and what comes next.
- 01
Free Consultation
Schedule a free call to see where your business's finances are and how I can help.
- 02
Strategy & Proposal
I outline a clear plan and scope of services tailored to your business.
- 03
Plan Execution
We complete the agreed services — accounting, cleanup, reporting, tax filing, and more.
- 04
Ongoing Support
If you're happy with the work, we build a long-term partnership with continued accounting support and financial guidance.
FAQ
Common advisory questions
What's actually in a monthly advisory engagement?
A monthly close (financials finalized), a one-hour review meeting (what the numbers mean and what's coming), and ad-hoc support between meetings. Some clients also get Power BI dashboards refreshed weekly with live KPIs.
How is this different from a fractional CFO service?
Same idea, smaller scale. KRB engagements work for businesses that need senior financial guidance but don't have the volume to justify a full or fractional CFO. You get the same quality of analysis on a tighter cadence.
Free 30-minute consult
Ready to talk?
Book a free 30-minute consultation. We'll look at where your finances are now and what would actually move the needle.