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    2,000 loan cpa jobs found, pricing in CAD

    I'm seeking an experienced and reliable accountant to assist me with my accounting needs on a weekly basis. Key Responsibilities: - Bookkeeping: Th...Preparation: You should be well-versed in tax laws and regulations, and be able to prepare and file my taxes in a timely manner. Additional Details: - Accounting Software: I'm currently using QuickBooks. Proficiency in this software is required for this role. - Frequency: Your services will be needed weekly, so you must be able to commit to this schedule. Ideal Candidate: - Certified Public Accountant (CPA) or equivalent qualification. - Proven experience in bookkeeping, financial statements preparation, and tax preparation. - Proficient in QuickBooks. - Reliable and able to meet weekly deadlines. - Excellent attention to ...

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    I'm looking for an Android app developer who can create a finance loan application with an integrated web backend. The app should be designed using the latest technologies and should have top-notch security features. Key Features of the Mobile App: - User registration and login system - Loan application form - Loan calculator - Loans being issued based on the value of pledged properties - A separate login for property/stock verification agents - Third-party agents should be able to apply for loans on behalf of users - A dedicated admin backend for user management and admin-related actions Key Features of the Web Backend: - Management of user processes including registration, login, and profile updates - Loan application management - Property/Stock verific...

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    ...legal writing and an understanding of accounting industry practices and terminology. I would ideally prefer a template that can be easily adjusted and worked with for multiple clients across various industries Key Requirements: - The engagement letter should cover tax preparation, financial statement preparation, and bookkeeping services and other accounting activities relating to the scope of a CPA firm - The document should be delivered in a Word format. - Confidentiality clause is a must to protect client information. A clear understanding of legal requirements around client confidentiality is essential. The letter should be clear, concise, and professional, ensuring that both my firm and my clients are adequately protected and informed. I would appreciate if you can also ...

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    At present, we manage all our revenues and expenditures through multiple bank accounts. For different types...manage all our revenues and expenditures through multiple bank accounts. For different types of expenses, we use different cards - for instance, the card ending in 1234 is used for fixed expenses, while the card ending in 0123 is for non-fixed expenditures. All our receipts are sent to Receipt-Bank, which is synced with XERO. - reconcile bank accounts each month - setup inventory management - loan interest - P/L statments - Setup up reconciliation rules Must be finished by 10th of each month Approx 300-400 receipt/bank statement rows need reconciling each month. In XERO, every transaction must be matched with a receipt from Receipt-Bank or reconciled from a bank stat...

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    ...Demographics: - The leads pursued must be business owners, home owners and people specifically in need of a commercial loan from the United Kingdom. Data Collection: - The data required from each lead would be their name, phone number, business name, the loan amount required, their monthly turnover, confirmation of home ownership and address. Ideal candidate should have: - Extensive experience in setting up and managing Google AdWords campaigns. - Deep understanding of targeting demographics in PPC campaigns. - Proven track record in generating high-quality leads meeting specific criteria. - Excellent skills in data collection and management. - Understanding of the commercial loan industry in the UK would be a bonus. payout will be per lead basis with valid d...

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    Please this is extra payment for what we discussed

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    I'm seeking a skilled developer to create a web-based calculator to help clients understand their potential savings by overpaying on their mortgage. This project involves: - Developing a calculator with an algorithm that takes into account: loan term, current monthly payment, overpayment amount, and estimated savings. - Ensuring user-friendliness and simplicity in design. - Providing the results in a concise text output format. A proficient understanding of both backend and frontend web development is required, with experience in mathematical projects or financial tools as a advantage. Expertise in JavaScript or relevant languages is also a must for calculator functionality.

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    ...users: administrators, loan officers, and customers. Key skills and experience necessary for this complex project includes programming, software development, finance, and a strong understanding of loans systems. The ideal loans management system must include: • Loan Application Tracking: Ability to record and track the status of loan applications. • Loan Approval Process: A systematic method of validating and approving or denying loan applications. • Loan Disbursement Tracking: Functionality that records and monitors the distribution of approved loans. In terms of user roles, the system must seamlessly cater for three types: • Administrators: This role should have full access to all data and features. • Loan...

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    I am in search of a proficient developer to create a USSD solution compatible with any network operator, beyond just MTN, Airtel, and Vodafone. The system should enable loan application, loan repayment, and account balance enquiry efficiently. Ideal Skills and Experience: - Extensive experience working with multi-network compatible USSD solutions. - Understanding and practical knowledge of financial systems, especially loan management. - Clear and demonstrated understanding of USSD technology. Application Requirements: Interested freelancers should include the following information in their application: - Proven experience in the field. - Examples of similar projects (if any). - A proposal detailing how they plan to address this project, as well as a tentative ti...

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    Loan Management Client Portal 4 days left
    VERIFIED

    ...Customer information. This security should apply to data in motion and the rest. 1.1 use of SSL certificates 1.2 controlled user and administration access to the Loan System Management administration page and hosting environment. 1.3 Backup 1.4 Other security features – please propose. 2. Audit trail – the customer portal must have record all user transactions or activities and allow for retrieval when necessary (activity history). 3. Scalable – they customer portal must be scalable to accommodate new products that may be introduced. 4. Integration – the client portal must have the capability to integrate with USSD solution and Loan Management System. 5. Platform – the client portal should be able to run on any smartphone, tablet, laptop or co...

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    ...sometimes private about this component. The institution needs to submit the documentation from the third-party vendor with the audit and/or comprehensive financial review documentation, and the findings/opinions, if any, included. Financials need to be certified. The certification to express his/her findings – “no deficiencies” is what we are seeking once completed. Candidate Must: -Be a CPA -Work in the US -Provide verification of the two above Ideal Candidate: - Certified accountant with proven experience in financial data review - Proficiency in analyzing income statements, balance sheets, and cash flow statements - Strong understanding of revenue and expenses analysis - Ability to conduct a comprehensive profitability analysis - Skilled in ...

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    I'm in need of a loan specifically for inventory financing for my e-commerce business based in India. The purpose of this loan is to manage and increase my inventory. This is crucial for the growth of the business, as we aim to expand our product range and respond to customer demand more effectively. Repayment of the loan will solely be from the profits generated from the sales. It's important to note that the business is currently breaking even, therefore, I'm looking for a loan that offers fair terms and doesn't burden our cash flow. Ideal candidate for this job would have: - Proven experience in acquiring loans for e-commerce businesses, particularly for inventory financing. - A thorough understanding of the e-commerce industry in India...

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    I require an accomplished auditor to undertake a complete audit of my company's finance and accounting operations. This will entail examining all segments of our finance and accounting processes and providing a comprehensive evaluation. After the audit, I will require an audit of the Balance Sheet and Income Statement. The ideal candidate should have: - Extensi...all segments of our finance and accounting processes and providing a comprehensive evaluation. After the audit, I will require an audit of the Balance Sheet and Income Statement. The ideal candidate should have: - Extensive experience in finance and accounting audits - Knowledge and understanding of balance sheets and income statements - Keen attention to detail and strong analytical skills - CPA qualification woul...

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    I am looking to build out a CRM or integrate with my current CRM. I want to send out market reports to home owners on a monthly bases automatically. This must be simple to use. The program will need to pull data from an outside source to figure out the value you of the property, how much of a loan they have and how much equity. That data will need to automatically my in a report that is sent to the homeowner and also on their portal. With that I want the home owner to be able to log into their own homeowner portal. In this portal it will tell them what there house is worth and how much equity they have. The portal will also have suggested vendors and the homeowner will be able to haveb a place to load documents. This portal must be able to be customizable on the backend so I can...

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    ...using Python. The main aim is to predict the future default rates on lending loans based on past data. Key Requirements: - Past data includes monthly default rates till a specific time period. - The time period for which the default rates are available will vary. - There will be multiple customer, taken loan for a different time period at different months. Use all data of all customers to predict the future default rates based on the given data. Moreover, if a new customer takes loan what would have been the default rates of that customer if the customer had joined some time back in the past. Ideal Skills and Experience: - Proficiency in Python and relevant data science libraries (e.g., Pandas, NumPy) - Strong understanding of ML Model especially LSTM will be preferra...

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    ...previous loan website design experience, to develop WordPress website for our loan agency. Our main goal is to sell loan services like home loan and mortgage loans to potential customers. We require the following specific features on our website: - Online loan application: Users should be able to easily apply for loans directly on our website. - Live chat support: We need a live chat feature to provide immediate assistance and answer any queries that users may have. - Loan calculator: The website should include a loan calculator tool to help users estimate loan amounts and repayment terms. - Google speed insights speed should show 95+ - All Seo parameters to be followed. The ideal candidate for this job should have experience in ...

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    I'm Gadiwala, a car trading platform. I need robust car valuation, user-friendly ad posting, live inventory, scalability, Indian market strategy, competitive features, and lead generation. Please share your development approach, specs, timelines...Improve visibility on search engines. • Analytics: Track website performance and user behavior. • Social Media Integration: Share listings for wider reach. Extra Ideas: • Multi-Language Support: Reach broader audiences. • Virtual Showroom: 360-degree views for a better car browsing experience. • Comparison Tool: Compare multiple cars side by side. • Finance Calculator: Estimate monthly payments or loan options. • Vehicle History Reports: Transparency and peace of mind for buyers. • Wishlist: S...

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    I'm in need of a Certified Professional Accountant (CPA) from Canada who can put their signature on my financial statements. The documents to be signed include: - Balance Sheet - Profit and Loss Statement - Cash Flow Statement There's no tight deadline for this project. You should have certified authority to sign these statements and you should be reliable and meticulous. I appreciate detailed and thorough work. Previous experience with these types of documents is a plus. Your availability should be flexible enough to complete the task at ease. Looking forward to working with a knowledgeable CPA professional!

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    I'm in need of a CPA to prepare complete financial statements for me. - Types of Statements: Specifically, I require an income statement, a balance sheet, and a cash flow statement. - Software Utilized: Presently, I am maintaining all my accounts and financial data in Excel. - Data Readiness: I have all essential data and records readily available for the preparation of these financial documents. Ideal Skills and experience: - Must have formal CPA certification - Proficiency in Microsoft Excel - Prior experience in preparing financial statements - Strong knowledge of accounting standards and regulations. Your detailed understanding of accounting principles and practices will make you the ideal fit for this task.

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    I am in urgent need of a Certified Public Accountant (CPA) to professionally review and sign my company's already-prepared financial statements - encompassing the income statement, balance sheet, and cash flow statement. Key responsibilities include: - Rigorously reviewing the provided financial data - Signing off these statements post-review Note: All required financial data and records have been duly prepared and are readily available for review. Presumably, no particular statements necessitate special notes or disclosures as per the prevailing accounting regulations or my company policies. An ideal candidate must: - Be a Certified Public Accountant (CPA) - Boast significant experience and a keen eye for detail - Demonstrate a deep-seated understanding of fina...

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    I'm looking for a CERTIFIED CPA (AICPA) to sign SOC 2 reports which will already be well documented and reviewed. The work is worth 30min/report and I will pay $300 per report.

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    I am looking for a freelancer who can create an engaging Powerpoint presentation series on the process of the VA home loan buying. It will be a 4-part series, with each presentation lasting about 30-40 minutes. The main focus of each presentation will be on: - Eligibility requirements - Loan application process - Benefits of VA home loans The target audience for these presentations will be real estate agents. As such, the presentations should have a professional tone and include clear, concise information that will help real estate agents understand the VA home loan buying process. In terms of the level of detail for each topic, I am looking for a basic overview. The aim is to provide general knowledge about the process, and not too in-depth or complex. To succ...

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    Advanced Mortgage Website Design 18 hours left
    VERIFIED

    I am seeking an experienced web developer to design a commercial and residential mortgage website comprising practical and secure features suited for our clientele. Specifically, the site should incorporate these elements: - A Mortgage Loan Calculator for users to calculate potential loan costs. - An Online Application Form for users for easy application processes. - A Loan Comparison Tool for assessing different loans. - A listing of various mortgage products in detail. The website must also enable users to upload their documents securely. Thus, implementing high-level security measures such as SSL Certificate, User Authentication, and Data Encryption is essential. In addition to these, the website should facilitate direct communication with users through a...

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    I'm in need of a professional website designer to create a website for my CPA firm. As I've left the specific design style open-ended, demonstrating a wide range of styles in your portfolio will be advantageous. The ideal candidate will exhibit: - Creativity and open-mindedness in design approach - Diverse portfolio showcasing various design styles - Proven experience with website design Since I've not specified sections, the freelancer should propose a website structure that includes but isn't limited to the following: - An about us section - Services outline - Contact and testimonial pages In your application, please provide your past work portfolio, describe your relevant experience and draft a detailed proposal outlining your project approach. Proposals...

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    ...payments and payroll services. This could be particularly useful for a platform aiming to serve underbanked communities (Source: Impact Investor). Alkami: This platform is tailored more towards credit unions and banks, focusing on creating personalized customer experiences with its digital banking tools. It supports a wide range of banking activities, from account management to automated billing and loan applications (Source: Whatfix). NCR Digital Insight: Ideal for institutions looking to digitize comprehensively, this platform supports functions from account management to bill payments, and is particularly noted for its API-driven customization, helping to simplify user experiences across banking channels (Source: Whatfix). Q2 Platform: Known for its strong user interface an...

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    I am seeking a professional who can successfully facilitate the acquisition of a loan for my new company. With this loan, I plan to make an investment in a small fleet of cars, less than 5, that will be put into service for hire. Skills and Experience: - Knowledge of auto loans - Experience in business finance - Strong negotiating skills Task Breakdown: - Research potential lenders - Negotiate loan terms - Achieve loan approval The ideal candidate will have a solid background in these areas along with successful loan acquisition experience. Your expertise will be instrumental in helping to grow our fleet and our clientele.

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    For our client, who is a leader in their industri located in Oslo, Norway, we seek a forward looking and skilled business controller full-time, for a 9-12 month long management for hire assignment, star...role. Personal Qualities and education: -Analytical thinker with strong quantitative skills -Excellent communication and interpersonal skills -Proactive and independent with a hands-on approach to challenges -Strong team-orientation -High level of integrity and accountability -A degree in Finance, Economics, or a related field is required; an MBA or professional certification (e.g., CFA/CPA) is advantageous -Fluent in Norwegian and English Please detail your relevant experience and qualifications in your bid. I look forward to seeing how you can help drive our financia...

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    Hong Kong CPA Audit 3 days left
    VERIFIED

    Hi Canaless, I hope you're doing great. I run a Hong Kong-based corporation and need a Hong Kong CPA to perform an audit of (and submit the profit tax return for) my business for the 2024 fiscal year. The audit is only to meet the annual requirements of the IRD. My business is an extremely straightforward 1-person operation with very low revenues and profits, so the work will be very easy to do. Let me know if you're interested so we can discuss a price that works for both of us, thanks.

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    hello i am a producer (i want to duplicate @ilovemontrael ON INSTAGRAM as it is COMPROMISED.. i accidentally used it for personal use and i suspect the account is profiled or targeted these social media websites gotta got rid . i have a passion for music but struggle with attention defici...listening to some hot breath choir dudes wearing tuxedos and singing about insurance? 8 times a day.. either their unaware or dont care. if u can articulate this then and create a page like a hater page for ads THEN we u will have a reliable source of income for forever. anyway i can have u on retainer orrr lol. BTW IF U A PIANIST THEN TEACH ME. heard prices are competitive.. can i do like a student loan to learn piano HAHAHAHAHAH. ill pay u back when i get the skills. when im pianist professiona...

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    ...YouTube) Meta Ads (Facebook, Instagram) Bing Search Ads Incorporation of Reddit Ads is optional but will be considered a plus. Target Customer: Owners of small to medium-sized eCommerce businesses looking to find reliable dropshipping suppliers. Goals: Increase upgrades (i.e, trials for monthly subscriptions or sales of annual subscription) by 15% month-over-month. Maintain a Cost per Acquisition (CPA) below $30. Based on the above information, answer the following questions: Create a 12 month plan to achieve the goals. Provide a detailed budget plan showing how you would distribute the $200,000 budget across the specified channels. Provide a clear rationale for your allocation strategy. Share channel specific tactics Google Ads: Outline the account structure for Search cam...

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    Tutoring me problems related to Australian Taxation Law. For example: Nick pays monthly interest of $500 on the first day of every month in relation to his rental property loan. This loan existed in the prior yearDuring the current year, Nick pays this interest monthly until 1 January CY when he prepays an extra 10 months of interest. Based on the above facts and relevant tax laws, assuming Nick's business is a $BE and he has elected to use the electionavailable for prepaid expenses. what is the total deduction Nick can claim for interest payments in the current year?

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    I'm seeking a seasoned USA chartered CPA to audit three months' worth of financials on 2 businesses, totaling approximately 250 transactions. Sign off must be by USA chartered CPA. Key essentials: - Experience with auditing financial statements is a priority. - Successful candidates will be responsible for a thorough examination of bank statements, invoices, receipts, and ledger entries I’ll provide. - A detailed analysis of the transactions is a necessity to give me clear insights into my financial status. Having a strong focus on detail, ability to identify errors or discrepancies and critical thinking will be crucial for this role. Your insightful contribution will help me ensure my financials are accurate and reliable.

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    I'm in need of a savvy writer to create content specifically for my loan site. This project involves: - Crafting engaging content for fewer than 5 website pages. - Developing persuasive product descriptions. We also require SEO optimization skills to boost our search engine ranking. Ideal candidate must: - Have previous experience in writing about loans or finance. - Proven record in SEO and keyword integration. - Excellent persuasive writing skills. Looking forward to being impressed!

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    I specialize in business loans, catering to both start-ups and established businesses. I'm seeking a skilled professional to assist me with loan application processing. Key responsibilities include: - Accurately preparing, reviewing, and submitting loan applications on my behalf. - Ensuring all necessary documentation is collected and correctly filled out. - Communicating effectively with lenders and clients to facilitate smooth loan processing. This project requires someone with: - Prior experience in the financial sector, especially in loan processing. - Strong attention to detail and organizational skills. - Excellent communication and interpersonal abilities.

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    I need a legal expert who specializes in bank debt collection to provide me with advice and support in dealing with the collection agency. Detailed Requirements: - Specialization in Debt resolution: This includes a thorough understanding of how commercial debt (SME / personal loan) collection works and the legal procedures involved. - Experience: Please detail your experience in the industry, including any past projects that are relevant to commercial / sole trader bank loan, overdraft and credit card debt collection. It is important that you have worked with debt collection agencies before. Your previous work should also demonstrate the success you've had in this area. I am currently pursuing a line of statute bar for the debt as it has been over 6 years since any pa...

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    Looking for digital marketer who can recommend and apply innovative ways to acquire Leads for Personal Loan Service in Malaysia (No Paid Ads) . Now using Facebook organically. Key Responsibilities: - Develop and execute unconventional digital marketing techniques Note: - This is not a role for a paid ads or SEO expert . Let me know how u want todo this task.

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    I am in urgent need of a US CPA to sign a SOC-2 Type 2 Certificate. The project is for personal use, and all the required audits have been completed and documentation prepared, so the CPA is simply required for their signature. Key Requirements: - A US CPA who is authorized to sign SOC-2 Type 2 Certificates. - Instant availability, as the certificate needs to be signed today.

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    At present, we manage all our revenues and expenditures through multiple bank accounts. For different types...manage all our revenues and expenditures through multiple bank accounts. For different types of expenses, we use different cards - for instance, the card ending in 1234 is used for fixed expenses, while the card ending in 0123 is for non-fixed expenditures. All our receipts are sent to Receipt-Bank, which is synced with XERO. - reconcile bank accounts each month - setup inventory management - loan interest - P/L statments - Setup up reconciliation rules Must be finished by 10th of each month Approx 300-400 receipt/bank statement rows need reconciling each month. In XERO, every transaction must be matched with a receipt from Receipt-Bank or reconciled from a bank stat...

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    ...to create a mobile application aimed at managing loans for college students. The key features of the app should include: - A comprehensive loan application form which requires students to submit their name, college/university details, student ID, desired loan amount, current income, PAN, AADHAR, and parents' contact details. - An efficient system to notify students of their loan approval. - A protocol that facilitates a fixed repayment amount after a month of the loan, ranging from $500-$1000. Ideal candidates for this project should have a strong background in app development, particularly with financial apps. Attention to detail, understanding of loan processes, and ability to create user-friendly interfaces will be advantageous. Your role wil...

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    I require the development of an efficient Android application centred on loan applications and salary credit monitoring. The application should also consist of the following components: - Employment verification: This feature should check and display the salary history of employees. Ideal candidates should have experience building systems that handle such personal and confidential data. - Secure employer login: There's a need for a secure login feature for employers. Freelancers with a background in cyber security are preferred due to the sensitive nature of the data involved. - Direct integration with HR system: The application should be able to integrate directly with the employer's HR system. Experience and knowledge of integrating with a broad range of HR systems ar...

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    ...module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: This report shows the re...

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    I am looking for a skilled Android mobile application developer to create a Business Loan mobile app targeted at small business owners. Key Features: - The application should include a loan calculator, which borrowers can use to estimate their monthly repayments. - It should have functionality for document uploading, enabling users to submit necessary financial documents easily. - The application should also offer real-time tracking of loan status, keeping users informed of their loan process at all times. Ideal Skills and Experience: - Proficient in Android app development. - Experience with financial applications is a plus. - Familiarity with designing intuitive and user-friendly interfaces. - Understanding of real-time status tracking features. - Exper...

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    I need a dependable loan sales representative to sell home loans, personal loans, business loans, and a range of other loan products. You must possess: - Excellent communication skills: You'll need to articulate loan details clearly to potential customers and answer any queries they may have. - Understanding how various loans work will be important for effective selling. Previous direct sales experience is preferred, but not necessary. As long as you’re keen, committed, and possess the above-mentioned skills, I’d love to hear from you.

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    ...attractive, user-friendly, and professional. It should appeal particularly to professionals in the age group of 35-54. We are looking for something dynamic that pops out in reference to commercial real estate and business loans. Perhaps an areal affect. Please submit examples of what the website front page may look like. 2. Create an input form that our clients can fill out to send us a loan scenario. The loan scenarios will be email to us. We have an input form in PDF format that you can guide you in making it. 3. SEO optimize the following pages for 1. Front page, 2. About us page and 3. Services page. I need for you to place the Meta tags for each one. You will have to create the meta-tags which include Title, Description, keywords and other. Please note that...

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    I'm in need of a professional who holds both a PCAOB certification and CPA license. You will be tasked with conducting both a financial statement audit and an internal controls audit for my small business. Key responsibilities: - Perform a thorough financial statement audit, ensuring compliance with all relevant accounting standards and regulations. - Conduct an internal controls audit to evaluate the efficiency and effectiveness of our internal control environment. - Provide guidance on any necessary changes or improvements to our financial and operational processes. - Deliver a comprehensive report outlining your findings and recommendations. Ideal qualifications: - Holds a PCAOB certification and CPA license. - Extensive experience in conducting financial statement ...

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    I need an experienced Figma designer to create designs for a Personal Finance Mobile App with a photorealistic design style. The app will need the following features: - Budget tracking - Income tracking - Expense tracking - Financial goal setting - Loan Repayment tracking Project deliverables will include: - UI screens - Mock-ups - Prototypes - Assets Project duration = 10 days, with bonus for early completion to specs and quality. In your application, please include examples of your past work. I am particularly interested in seeing other personal finance mobile apps you've designed. Experience in Fintech app design and a strong understanding of Figma is a must for this role. Your ability to beautifully translate our features list into photorealistic ...

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    I'm seeking a talented web developer to build a tools website featuring calculators, converters, and generators. Key features: - Financial calculators: These should include a loan calculator and a savings calculator. - Unit converters: Robust and versatile, able to handle any unit conversions a user might need. - Random number generators: These should be straightforward and user-friendly. Ideal Skills and Experience: - Proven experience in web development - Strong attention to detail to ensure the accuracy of tools - Understanding of finance, specifically loan and savings calculations The ideal candidate should have created similar online tools in their earlier projects. A keen understanding of users' needs when it comes to these types of tools is a big plus.

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    I'm in need of a business plan financial forecasting expert to create the financial statements for my business plan. The main purpose of the business plan is to secure a business startup loan. Key requirements: - Develop a comprehensive financial forecast that includes income statement, balance sheet, and cash flow statement - Provide a detailed explanation of the assumptions used in the forecast - Ensure the financials are aligned with the business plan's goals and objectives - Experience in preparing financial forecasts for services industry is a plus. - Previous success in helping clients secure business loans is highly desired.

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