Supporting business resource · Independent professional connection

Business Accounting & Bookkeeping

Practical support for cleaner records, current books, and better financial visibility.

First Capital can connect business owners with an independent accounting or bookkeeping professional for ongoing bookkeeping, catch-up work, business accounting support, tax preparation support, financial statements, and record organization. Specific services, availability, scope, fees, and engagement terms are handled directly with the professional.

Review the program

Fit and review

What to know before you start.

Best for

  • Businesses that need ongoing bookkeeping support
  • Owners whose books are behind or need cleanup
  • Businesses preparing records for tax work or financial review
  • Owners organizing financial statements and records before seeking financing

Documents and review factors

  • A short description of the help you need
  • The period your records cover and whether bookkeeping is current
  • Any accounting software or record format currently in use
  • Relevant statements, reports, or prior returns requested by the professional

Connection process

A simple path to the right professional conversation.

01

Tell First Capital what kind of accounting or bookkeeping help the business needs.

02

We review the request and, when available, connect you with an independent professional whose services may fit.

03

Discuss records, timing, scope, fees, and engagement terms directly with that professional.

04

If financing is also a goal, keep the accounting engagement separate while coordinating the records needed for the financing review.

Financing readiness

Organized records can support the next business decision.

Accounting and bookkeeping help stands on its own. When financing is also being considered, current records and financial statements may make the review easier to organize without changing any provider’s approval criteria.

Explore core financing programsDocuments used in a financing reviewPrepare after a bank declineSBA & acquisition financing

Accounting & bookkeeping FAQ

Common questions from business owners.

Can you help if my business bookkeeping is behind?

Yes. Depending on professional availability and the condition of the records, First Capital may connect you with an independent professional for catch-up or cleanup bookkeeping. The professional will confirm the scope, timing, records needed, and fees directly with you.

Can you connect me with help for business tax preparation?

Business tax preparation or tax support may be available through an independent professional. First Capital does not prepare tax returns or provide tax advice, and the professional will determine whether the requested work fits their services.

Can bookkeeping and financial statements help me prepare for business financing?

Current, organized records can make it easier to explain business performance and assemble documents requested during a financing review. They do not guarantee approval, and every capital provider applies its own requirements.

Can I use the accounting or bookkeeping service without applying for financing?

Yes. You may request an introduction for accounting or bookkeeping help without submitting a financing inquiry.

What if I already have an accountant but need financing?

You can keep working with your existing accountant. First Capital can focus on the financing request and coordinate around the documents your accountant prepares, with your permission.

What information should I have ready for a consultation?

Be ready to describe what help you need, how current the books are, which accounting software or record format you use, the period involved, and any upcoming filing, reporting, or financing deadline. The professional may request additional records after reviewing the situation.

Need accounting or bookkeeping help?

Tell us what the business needs. First Capital may connect you with an independent accounting or bookkeeping professional, subject to provider availability.