Resources
No jargon, no BS, no MBA required. We explain in plain language what really matters, so you can grow your brand with clarity, and confidence.
How Your QuickBooks Setup Affects Your Ability to Get a CPG Business Loan
Two versions of the same snack brand apply for a loan on identical sales. One shows a 50.0% gross margin and a 1.50 debt service coverage ratio, the other 40.0% and 1.17, and the only difference is how each QuickBooks file was set up. I walk through what a lender reads in your chart of accounts, inventory, trade spend coding, and reconciliations, with the numbers to check in your own file before you apply.