The key is organization and preparation

Bank Financing

If your business is expanding and you need additional funding to facilitate its growth, you need to be sure that the paperwork for your business loan application is complete and in order.

Disorganization or missing documentation tells a lender that you’re a risky investment. Avoiding this problem is as easy as having Omotayo CPA LLC assist you with your application. We understand what lenders are looking for, and will approach the organization and preparation of your loan proposal from their perspective. This gives you a real advantage, and will increase your chances of securing the loan you’re looking for.

Omotayo CPA LLC will take your information and assemble it in a format that tells the bank exactly what they want to know. We make sure that lenders feel confident of your ability to pay them back, and that’s how we increase the likelihood that you get the money you’re looking for. When we put together a business proposal, it includes the key points that banks want to see, including: 

  • An Executive Summary that provides them with an understanding of exactly why you need additional funding, how much money you need, what the loan is for, how it will be used.

  • Financial Statements and Pro-forma Cash Budgets that assemble your data and assumptions into a format that bankers can understand and which give substance to your request.

  • Owners’ Personal Financial Statements, including personal tax returns from the previous three years and identification of what collateral will be provided for the bank’s security.

  • In person representation of your material to the bank, justifying and providing explanation of your position and your needs.

If you're ready to get started on your bank financing plans, contact Omotayo CPA LLC at (214) 646-0300.

Title: Accounting / Tax Manager 

We are seeking an Accounting/Tax Manager to join our team! You will lead and manage multiple operations of the tax practice area and deliver quality tax services that will increase the firm’s reputation. You will oversee the work of accountants, review financial statements, and prepare reports. Schedule: Monday to Friday. 

Job Type: Full-time. 

Interested parties please call 214-646-0300.  

Duties and Responsibilities: 

  • Manage and Prepare tax returns for over 2,000 individuals, businesses, non-profits and estates 

  • Contact clients to obtain tax documents 

  • Review tax returns with clients 

  • Provide basic tax planning/solutions services to clients 

  • Accounting/Bookkeeping for firm clients in various accounting software (QBO, QBD, Intacct, Xero, Wave, Zoho Books, BQE Core, etc...) 

  • Other administrative tasks when necessary: 

  • Plan and schedule appointments and events 

  • Greet and assist onsite guests 

  • Answer inbound telephone calls 

  • Draft correspondences and other formal documents 

  • Develop and implement organized filing systems 

  • Manage requests from website and social media management company 

Qualifications: 

  • Tax preparation experience is required 

  • Experience with Lacerte / Drake Tax software is required 

  • QuickBooks experience is required 

  • Previous experience in office administration or other related fields 

  • Ability to prioritize and multitask 

  • Excellent written and verbal communication skills 

  • Strong attention to detail 

  • Strong organizational skills 

  • Must be able to speak Hindi and English 

Education: Bachelor's (Required), CPA (required), Enrolled Agent: Preferred. 

Experience level: 3 years. 

Compensation 

Salary: $75,000.00 - $110,000.00 per year 

Benefits: 

  • 401(k) 

  • 401(k) matching 

  • Dental insurance 

  • Disability insurance 

  • Health insurance 

  • Life insurance 

  • Paid time off 

  • Vision insurance 

  • Work from home 

Contact 

Interested parties please call 214-646-0300.