Get the Funding & Financial Foundation Your Business Deserves
Expert guidance on business loans, tax preparation, business setup, and building the business credit that unlocks real capital.
Financial Services Built for Business Owners
Whether you’re starting out or scaling up, we provide the tools, strategies, and guidance to move forward with confidence.
Business Loan Assistance
We help you identify and apply for the right loan programs, prepare your documentation, and position your business for approval — from SBA loans to alternative lenders.
Business Credit Building
Establish and grow your business credit profile with the right steps: EIN setup, Dun & Bradstreet registration, net-30 accounts, and vendor tradelines.
Business Formation & Setup
From LLC registration to EIN issuance, business banking setup, and compliance — we make sure your business is structured to access funding.
Tax Preparation & Planning
Professional tax preparation for individuals and small businesses. We maximize your deductions, ensure compliance, and help you plan ahead to reduce your tax burden.
Bookkeeping Services
Clean, organized financials are essential for loan approval. We keep your books in order so you’re always ready when lenders ask for statements.
Financial Coaching & Education
Step-by-step courses and one-on-one coaching to help entrepreneurs understand credit, funding, taxes, and business systems — in plain language.
Four Steps to Funding Readiness
We guide you through every step — from setting up your business correctly to landing the funding you need.
Book a Consultation
Schedule a free appointment online. We’ll review your goals and current financial situation.
Build the Foundation
We set up your business entity, EIN, business banking, and credit profile the right way.
Prepare Your File
We organize your financials, tax returns, and business documents for lender review.
Apply & Get Funded
We submit to the right lenders and help you negotiate the best terms available.
Real Results for Real People
Our clients come to us with goals. They leave with plans, funding, and financial confidence.
“Impact Financials helped me set up my LLC, build my business credit from zero, and secure a $50,000 line of credit within 8 months. I had no idea this was even possible.”
“I came with a tax mess and left with a clean return, a refund, and a plan to pay less next year. They really take time to explain everything.”
“Pi gwo desizyon mwen pran nan vim se te suiv fòmasyon avec Coach Daphney sou taks lan. Gras ak klas sa mwen genyen biznis mwen.”
Ready to Take the Next Step?
Book a free consultation and let’s map out your path to funding and financial clarity.
7308 E Independence Blvd, Charlotte, NC 28227
Mon–Fri 9am–6pm EST
Book a Free Consultation
No obligation. We’ll review your goals and outline the next steps.
