Working with your Accountant

Most mortgages brokers don’t like talking to accountants. It’s like they are scared to make contact.

And all this does is make your life harder when you need to borrow.

At Craig Tracey we specialise in helping business owners when they are looking for the best lender and the right loan structure.

The first thing I do is contact your Accountant to understand your business structure, balance sheet, and profit and loss.

I talk to accountants all the time. So I know exactly what to ask them.

Don’t worry there’s not much work for them to do, so they won’t need to charge you an extra fee.

After contacting your accountant, I then look at your overall financial situation, and put together a comprehensive borrowing plan for you.

Your borrowing plan gives you all the information you need to make the right decision on your loans.

So if you’d like to chat about how I can make your life easy when borrowing, you can contact me on the details below.

Contact us today!

0400 449 135