Bank documents
Profit & loss, balance sheet, and cash-flow packages assembled from your existing books and tightened to what underwriters look for.
P&L · Balance Sheet · Cash FlowSee Thru IT & Business Consulting · South Carolina
Bank-Ready
Books.
Lender-Ready
Plans.
Human-guided technical assistance for South Carolina small- and micro-businesses organizing their financial documents and aligning their fintech with their bank and lender.
Human-led, institution-aware
A.I. can draft text — it does not know your lender’s underwriting map. We help you prepare documents against how banks and programs actually read them.
What we do
Technical assistance, not generic templates.
A.I. is a useful tool, but it does not reliably understand the underwriting policy or internal practices of any specific bank or lender. Our work is careful, human-guided preparation grounded in what institutions actually expect to see.
Loan & SBA documents
Application support for SBA, conventional, and program-specific lending. We help your numbers and your story line up before you submit.
SBA · Conventional · MicroloansBusiness plan review
A second set of eyes on your plan, projections, and use-of-funds narrative — for lenders, grants, or just to keep your team aligned.
Plan · Projections · Use of FundsFinTech alignment
Pick the right combination of POS, payments, payroll, and bookkeeping tools so your bank, your lender, and your CPA all see the same numbers.
POS · Payments · Payroll · BooksCompliance & registration
SC Secretary of State filings, EIN, beneficial ownership, sales tax, and the everyday compliance reviews that keep funding eligible.
SOS · EIN · BOI · Sales TaxBusiness consultation
Sit-downs, phone calls, and document walkthroughs — tailored to your program, your lender, and the next decision in front of you.
1:1 · Program-specific · ConfidentialHow it works
Four steps. No surprises.
Every engagement starts with a quick conversation about fit, scope, and timing. From there, we work at your pace and at no cost to qualifying small- and micro-businesses.
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01
Reach out
Tell us a little about your business and what you’re working toward. The contact form below takes about a minute.
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02
Quiet vetting
We confirm fit and scope behind the scenes so we can stay responsive. You hear back within a few business days.
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03
Plan & prepare
We build the documents you need from the records you already have, with reviews against your bank or program’s expectations.
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04
Submit with confidence
You leave with a clean package, a clear next step, and a portal you can log into when something needs to change.
FAQ
Frequently asked questions.
Is technical assistance really at no cost?
Yes — for qualifying South Carolina small- and micro-businesses. We accept a limited number of clients at a time so we can stay responsive, which is why we vet incoming requests before scheduling.
Who qualifies?
Owner-operators of small- and micro-businesses based in or operating in South Carolina, especially those preparing for a bank, lender, grant, or other program submission. If you’re unsure, ask — if we can’t help, we’ll usually know who can.
How quickly can we start?
Most introductory conversations are scheduled within a few business days of your contact form. Deeper engagements depend on capacity and the time-sensitivity of your submission.
Are conversations confidential?
Yes. We treat your books, your numbers, and your story as confidential and only share with parties you’ve approved. A formal scope is confirmed in writing before any sensitive document work begins.
Do you offer paid services beyond technical assistance?
Yes — existing clients can access additional paid services (including web hosting and development support) through their portal. These are not advertised publicly because the front of the house is reserved for the no-cost technical assistance program.
Get in touch
Tell us what you’re working on.
Short note, no commitment. We’ll review and reach back out personally within a few business days.