Bethesda Home Loan Mortgage

Serving Accountants

We can help financial advisors and their clients with a suite of solutions designed specifically for the Financial Advisor professional.

If the CPA's business primarily surrounds the financial management, analysis and reporting of business income and assets, we share a common client - the self-employed borrower.  This group of customers faces challenges in obtaining financing because the lack of sophistication of many underwriters in determining the differences in cash-flow accounting and tax accounting.  We are able to parse this information and present it in a way that the borrower can utilize effective cash flow income from operations to assist in qualifying for a mortgage, both for the business and for the business owner's personal residences. 

September - April is Profit and Loss Season!

A great time for business owners to maximize their use of cash flow accounting to derive qualifying income.  With a profit and loss statement, much of the tax treatment of income elements is not considered.  A Profit and Loss statement reflects the company's true cash flow operating income. 

If a customer is considering financing this six month window is the optimal time frame. 

Accountants and Planners

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