Need Financials for a Refinance, Loan, or Sale?
We Make Your Numbers Clean and Lender-Ready.
Banks need clean and correct financial reports.
Most AFH owners don’t have them ready — and that’s okay.
We fix your numbers fast so you can move forward with your loan or sale.
Why AFH Owners Struggle With Lender Reports
Most lenders reject AFH financials because:
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Bookkeeping is not up to date
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Numbers do not match bank statements
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Medicaid waiver income is mixed incorrectly
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CPA takes too long or doesn’t know AFH rules
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Lenders ask for reports you’ve never heard of
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Financials look messy or incomplete
This is very common — and we fix it all the time.
What We Prepare for You
We create clean, clear, lender-ready financials that match what banks want.
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You will receive:
✔ Profit & Loss Statement (P&L)
Shows correct AFH income, Medicaid waiver, and expenses.
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✔ Balance Sheet
Clean and easy for lenders to understand.
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✔ Cash Flow Report
Clear view of money in and out.
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✔ Correct Medicaid Waiver (Notice 2014-7) treatment
So lenders see the true financial health of your AFH.
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✔ Year-to-date and prior-year comparisons
Most banks require this.
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✔ Clean bookkeeping that matches the bank
We fix mismatches and errors so everything ties out.
How We Help You Move Faster
Loan deadlines are stressful.
We make the process simple and fast.
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Here’s what we do:
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Review what the lender is asking for
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Fix bookkeeping problems quickly
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Clean and organize all your numbers
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Prepare the exact reports lenders like
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Explain everything in simple words
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Work fast if your deadline is close
Most clients get lender-ready financials within 7–14 days.
Why Banks Say “Yes” More With Us
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We understand AFH rules (WA & OR)
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We know what lenders want to see
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We prepare professional, clean reports
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We fix errors your CPA didn’t notice
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We make your financials simple, clear, and correct​
​Strong financials give you a better chance for:
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Lower interest rates
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Faster loan approval
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Higher sale price
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Smoother refinancing
FAQ for AFH Owners Needing Financials
Do I need bookkeeping finished first?
No. We can help even if nothing is done.
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My numbers are a mess. Can you fix them?
Yes. We clean everything so it matches the bank.
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How fast can this be done?
Most clients get reports in 1–2 weeks.
Rush help is available for loan deadlines.
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Do lenders accept your reports?
Yes. We follow bank standards and AFH requirements.
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Can you work with both WA and OR AFH owners?
Yes. We serve both states.
