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The Firm of Sheldon L Richards CPA

CALL (646) 718-5912

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    • CASE STUDY 1
    • CASE STUDY 2
  • More
    • HOME
    • WHAT WE DO
      • TAX PREPARATION
      • U.S. EXPAT TAX FILING
      • TAX RESOLUTION SERVICES
      • TAX PLANNING
      • PAYROLL SERVICES
      • SALES & USE TAXES
      • FBAR REPORTING
      • ALL TAX SERVICES
      • NEW BUSINESS STARTUP
      • ACCOUNTING SOLUTIONS
      • PART-TIME CFO
      • AUDIT-REVIEW-COMPILATION
      • BOOKKEEPING
      • BANK LOAN ASSISTANCE
      • CASH FLOW MANAGEMENT
      • FINANCIAL PLANNING
    • WHO WE SERVE
      • Mid-Career| Founders| HNW
      • Physicians & Dentists
      • Influencers | Creators
      • Bitcoin Investors
      • Cannabis Owners
      • Lawyers & Law Firms
      • Hotel Owners & Investors
      • Franchise Operators
      • Real Estate Investors
      • E-Commerce & Sellers
      • Retail Owners
    • ABOUT US
      • About our NYC CPA Firm
      • Our Founder & Principal
      • Why Choose A CPA
      • Verified Client Reviews
      • FAQs
      • ONLINE APPOINTMENTS
    • CLIENT CENTER
      • Client Portal
      • IRS & State Refund Status
      • Make A Payment
      • Tax Withholding Estimator
      • Financial Calculator
    • PRICING
      • NYC Tax Services Pricing
      • NYC Accounting Pricing
      • NYC Startup CPA Pricing
      • NYC Financial Planning
    • BLOG
    • CASE STUDIES
      • CASE STUDY 1
      • CASE STUDY 2

CALL (646) 718-5912

The Firm of Sheldon L Richards CPA
  • HOME
  • WHAT WE DO
    • TAX PREPARATION
    • U.S. EXPAT TAX FILING
    • TAX RESOLUTION SERVICES
    • TAX PLANNING
    • PAYROLL SERVICES
    • SALES & USE TAXES
    • FBAR REPORTING
    • ALL TAX SERVICES
    • NEW BUSINESS STARTUP
    • ACCOUNTING SOLUTIONS
    • PART-TIME CFO
    • AUDIT-REVIEW-COMPILATION
    • BOOKKEEPING
    • BANK LOAN ASSISTANCE
    • CASH FLOW MANAGEMENT
    • FINANCIAL PLANNING
  • WHO WE SERVE
    • Mid-Career| Founders| HNW
    • Physicians & Dentists
    • Influencers | Creators
    • Bitcoin Investors
    • Cannabis Owners
    • Lawyers & Law Firms
    • Hotel Owners & Investors
    • Franchise Operators
    • Real Estate Investors
    • E-Commerce & Sellers
    • Retail Owners
  • ABOUT US
    • About our NYC CPA Firm
    • Our Founder & Principal
    • Why Choose A CPA
    • Verified Client Reviews
    • FAQs
    • ONLINE APPOINTMENTS
  • CLIENT CENTER
    • Client Portal
    • IRS & State Refund Status
    • Make A Payment
    • Tax Withholding Estimator
    • Financial Calculator
  • PRICING
    • NYC Tax Services Pricing
    • NYC Accounting Pricing
    • NYC Startup CPA Pricing
    • NYC Financial Planning
  • BLOG
  • CASE STUDIES
    • CASE STUDY 1
    • CASE STUDY 2

NYC CPA | Bank Loan Assistance for Businesses

Business Loan Preparation and Financial Packaging Services in NYC

Secure the funding your business needs—with expert financial guidance.
At The Firm of Sheldon L. Richards, CPA, we help NYC small businesses prepare and present strong financial packages to banks, credit unions, and alternative lenders. Whether you're applying for an SBA loan, line of credit, or equipment financing, we ensure your financials are accurate, compelling, and lender-ready.

✅ Loan application preparation & documentation
✅ Cash flow & debt service analysis
✅ Financial statement review & projections
✅ Support for SBA, commercial, and private loans

We understand what NYC lenders are looking for—and we’ll help you meet those expectations with confidence and clarity.

📄 Ready to apply for a business loan? Schedule your NYC loan assistance consultation today!   

📞 Call us today at (646) 718-5912
📧 Email: sheldon@richardscpasolutions.com
🌐 Visit: https://rcpasolutions.com/bank-loan-assistance

👉 Schedule your free consultation now:   

https://rcpasolutions.com/get-started-with-a-quote

Business Loan Preparation and Financial Packaging Services in NYC
  • HOME
  • About our NYC CPA Firm
  • Our Founder & Principal
  • Why Choose A CPA
  • Verified Client Reviews
  • FAQs
  • ONLINE APPOINTMENTS
  • Client Portal
  • IRS & State Refund Status
  • Make A Payment
  • Tax Withholding Estimator
  • Financial Calculator
  • NYC Tax Services Pricing
  • NYC Accounting Pricing
  • NYC Startup CPA Pricing
  • NYC Financial Planning
  • BLOG
  • GET STARTED WITH A QUOTE
  • CASE STUDY 1
  • CASE STUDY 2

The Firm of Sheldon L. Richards, CPA, MS

353 Lexington Avenue, New York, NY 10016

646-718-5912

 ​©️​ 2025

Your CPA, When You Need One

Serving clients nationwide, with local offices in New York, NY & Farmington, CT.

Evening & weekend appointments available for your convenience.

Book Your Appointment Today or Get A Quote Now.


Something exciting is coming! 👀
Our 2026 Social Calendar is almost ready to drop!

You’ll be able to grab it soon under the Client Center tab.
Stay tuned — we’re putting the final touches on it, and trust us… it’s worth the wait! ✨📅

GET A QUOTE

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