Financial Consulting & Business Documentation

Built on Expertise.
Backed by Numbers.

Precision Financial Services for Growing Businesses

From SBA loan projections to full-package documentation, Atlas Consulting delivers the financial clarity lenders and investors demand — accurate, professional, and ready to close.

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Atlas Consulting
100+
Years Combined Experience
500+
Deals Documented
$2B+
Loans Supported
48hr
Average Turnaround
SBA 7(a) Projections SBA 504 Projections Term Loan Packages Balance Sheets P&L Statements DSCR Analysis Document Organization Financial Modeling Business Tax Return Analysis Lender-Ready Packages SBA 7(a) Projections SBA 504 Projections Term Loan Packages Balance Sheets P&L Statements DSCR Analysis Document Organization Financial Modeling Business Tax Return Analysis Lender-Ready Packages

What We Do

Complete Financial Documentation
& Projection Services

Every deliverable is built to lender standards — clean, accurate, and designed to accelerate approval.

01
SBA Loan Projections
Custom 2–5 year financial projections built specifically for SBA 7(a) and 504 loan programs. Includes revenue forecasting, DSCR calculations, and narrative support lenders expect.
02
Term Loan Packages
Full documentation packages for conventional and alternative term loans. We organize, format, and present your financials in a lender-ready structure that builds credibility.
03
P&L Statements
Professional profit & loss statements prepared from your records. Clean, GAAP-aligned, and formatted to satisfy underwriter requirements for any loan type or investor review.
04
Balance Sheet Preparation
Accurate balance sheets that reflect your business's true financial position. We ensure assets, liabilities, and equity are properly categorized and reconciled for lender submission.
05
Document Organization
Full document assembly and organization services. We collect, sort, and compile all required financial documents into a clean, indexed package ready for lender or bank submission.
06
Accounting & Analysis
Comprehensive financial analysis including tax return review, add-back calculations, cash flow analysis, and DSCR modeling to position your deal for the strongest possible approval outcome.

About Atlas

100+ Years of Combined
Financial Expertise

Atlas Consulting was built by financial professionals who have spent decades working inside the lending and accounting world. We understand what underwriters want, what lenders scrutinize, and exactly how to present your business in the most favorable light.

Decades of hands-on SBA and commercial loan underwriting experience across hundreds of deals and industries.
Deep expertise in GAAP accounting, financial statement preparation, and multi-year projection modeling.
Proven track record supporting brokers, lenders, and business owners from application through funded.
100+
Years Combined Experience
500+
Deals Completed
$2B+
In Loans Supported
48hr
Avg. Turnaround

How It Works

From Documents to Funded

A streamlined process designed to move fast without sacrificing accuracy.

01
Submit Your Info
Share your business details, loan purpose, and any existing financial documents via our secure intake form.
02
Expert Review
Our team analyzes your financials, identifies gaps, and determines the full scope of work needed for your package.
03
Package Build
We prepare projections, statements, and all documentation to lender standards — organized, accurate, and complete.
04
Ready to Submit
You receive a fully assembled, lender-ready package within 48 hours. Submit with confidence and close your deal.

Get Started

Let's Build Your Package

Tell us about your deal and we'll put together exactly what your lender needs to say yes.

✉
Email
info@atlasconsultinggroup.com
◎
Turnaround
48-Hour Standard · Rush Available
◈
Specialization
SBA 7(a) · SBA 504 · Term Loans · CRE

Request Received ✦

Our team will be in touch within 24 hours to discuss your package.