Quote

“I have the ability to play financial offense for clients, getting them the cash they need to continue to grow.” - Dan Kalis

The finer details of this episode 

  • How to create good relationships with your bank
  • Keeping your business in a good financial position
  • The three C’s of lending
  • The importance of building your business credit profile
  • What to do when you don’t have the capital to grow your business
  • When you should borrow from a bank and when you should go a different route
  • Creative ways to meet your business’s cash needs

Episode resources

  • Summit CPA website - www.summitcpa.net
  • Email us with questions - cpa@summitcpa.net