Services

What we do

Securing Commercial & Corporate Loans

Navigating the banking industry

The firm utilizes its network in South Florida to help companies secure financing whether it be for the first time or to restructure and/or refinance existing debt. The firm’s objective is to assist companies both large and small in reaching their financial growth goals through creating the most efficient and appropriate capital structures.

This includes assisting companies with the preparation of financial statement packages and marketing materials for banks, meeting with banks to present financial information, negotiating bank proposals, managing the underwriting process and managing the loan closing process. Services also include implementation of the banking relationship post loan-closing including establishing bank accounts, implementing treasury management services, and managing ongoing loan requirements.

Finance Department Support

8-Count Consulting provides financial and back office support services to finance and treasury departments with a specialty in banking. We work with companies ranging in size from start-ups to large corporations. We assist CFOs, controllers and treasury managers on both a recurring and project basis with various banking, treasury and finance services. Services include (but are not limited to):

Assistance with or management of banking relationships; acting as a liaison between the bank/lender and the client.
Review and recommendation of appropriate financing structure including negotiating with banks to improve loan terms.
Preparation of bank reporting requirements such as financial statement packages, loan covenants, borrowing bases and any other ongoing bank reporting requirements.
Budgeting and financial projections.
Review and recommendation of appropriate bank account and treasury management structures to increase efficiency and reduce cost.
Opening, modifying and streamlining bank accounts.
Implementing treasury management services.
Handling KYC/BSA requests.
Improve clarity in financial reporting to meet stakeholder criteria.
Assistance with CPA review/audit related requests.
Maintaining flow of financial information during employee turnover or leaves of absence.
Acting as back up during employee turnover or leaves as absence.
Assistance with corporate governance.
Implementing expense management systems such as Concur Expense and Concur Invoice.

Resiliency Planning

Financial Crisis

During uncertain economic times, we provide guidance to determine the most appropriate financial solutions for your business. We help companies navigate through the banking system and offer turn around support through an alliance with a turn around firm that assists in managing these crises. Currently, we can provide assistance to companies seeking to receive economic aid under the various government relief programs resulting from Covid-19, particularly the Paycheck Protection Program under the CARES Act.