Family Forward Financial
Professional Services
•Olive Branch, MS
•1 Follower on Skip
About Us
Products & Services
Business Funding
We help you prepare and organize the paperwork that lenders typically review, so your file is clean, consistent, and submission-ready. Funding-readiness intake and document checklist Organizing paperwork into a lender-ready file Application support to ensure info matches your documents Packaging support for submission and follow-up requests Guidance on common errors that slow approvals Best for: owners seeking funding who want their file clean and consistent. Note: We are not a lender. Financing depends on lender requirements and underwriting.
From
$1,225
Business Structuring
We help you set up your business foundation the right way, with proper documentation, consistency across records, and a lender-ready checklist. Business setup guidance and structuring support Entity and structure considerations overview Business documentation organization (EIN, formation docs) Consistency check across name, address, ownership info Funding-ready basics checklist Best for: new businesses or owners fixing messy setup issues.
From
$699
Tax Assistance
We help you get organized and compliant-ready with clean records, clear documents, and a plan so you are never scrambling at tax time. Tax prep support and filing assistance Income and expense organization (basic bookkeeping cleanup) Document checklists for what to gather before filing Support responding to IRS or state notices Year-round tax readiness planning Best for: individuals and business owners who need clean records and a clear tax plan.
From
$299
Financial Consulting
We help you make clear decisions with your numbers through simple, realistic systems that give you clarity and control over your business finances. Cash flow review (what is coming in, out, and where it goes) Budgeting systems that are simple and realistic Expense reduction opportunities without hurting operations Profit planning covering pricing, margins, and targets Financial habits that support bank readiness Best for: businesses that need tax assistance but are not seeking funding.
From
$1,500