Our Services

CMA Data & Business Project Reports for Loans & Growth

Connect Tax Filing helps businesses prepare professionally structured CMA (Credit Monitoring Arrangement) data and project reports that are mandatory for securing loans and funding from banks and financial institutions.

What is a CMA Report?

A CMA report is a financial document submitted to banks when applying for a loan. It outlines the current financial health, projections, fund requirements, and repayment capability of your business, as per RBI guidelines. It includes past and future performance summaries that allow banks to assess loan eligibility.

Who Needs CMA Reports?

• ✔ Small & Medium Enterprises (SMEs)
• ✔ Manufacturers & Traders seeking working capital
• ✔ Startups seeking term loans for expansion
• ✔ Existing businesses refinancing or restructuring debt

Our CMA & Project Report Services Include:

• ✅ CMA Data Preparation
  As per latest bank formats and guidelines
• ✅ Business & Financial Projections
  Realistic 5-year forecasts aligned with business goals
• ✅ Projected Balance Sheets & Ratios
  Profitability, liquidity, and debt coverage analysis
• ✅ Executive Summary for Investors
  Brief narrative about the project's feasibility and ROI
• ✅ Loan Application Assistance
  Help in submitting documents to your bank/NBFC

Why Choose Connect Tax Filing?

• ✔ Industry-Specific Reports tailored to your business model
• ✔ Banker-Ready Formats accepted by all national and private banks
• ✔ Fast Turnaround with digital delivery and revisions
• ✔ Affordable Pricing with no compromise in quality

Don't let poor documentation affect your funding. Get your CMA report or business project report prepared by Connect Tax Filing — your reliable partner for financial documentation and tax compliance.

Need a CMA or Project Report? Contact us now for expert financial documentation services!