Importance of Financial Forecasting in Business
Advisory & Compliance

Finance Proposals

Our intimate knowledge of what banks require when applying for finance will ensure the process is seamless.

It is likely a business will require finance from a bank at some time during its existence.  We have a close working relationship with banks to know what information is required in order to give you the best chance of securing the finance you are after.

We'll put together multi-year financial forecasts, along with supporting commentary and compiling the bank finance application in such a way it is understandable to the bank.  As part of compiling the multi-year forecasts, we will be able to assess the likelihood of your finance application being successful.

Using McIntyre Dick to help prepare your bank finance application will provide confidence to the bank that the financial forecasts have been well scrutinised as well as minimising requests for further information from the bank, saving your hard-earned time and money.

 

More Business Advisory services.

Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.

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    Xero

    Xero’s online accounting software is designed to make business easier. From reclaiming your time, to reconciling in a moment, Xero is simple, smart and helps you run your business on the go.

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    Forms

    Want to make things simpler? We do too. Here you'll find all the forms you may require to make your experience with us as smooth as possible.

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    Trades & Construction

    Are you self-employed, a contractor/subcontractor or employer?

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    Terms of Engagement

    As part of our membership obligations with Chartered Accountants Australia New Zealand (CAANZ) and Inland Revenue, we are required to hold a signed terms of engagement on file for our clients, it is likely you will have signed this through your proposal process. Future changes to this agreement will be communicated through our newsletter and updated on this page.