Fuel your growth with services built to move you forward — from formation and compliance to credit development and strategic funding support. We handle the details, so you can close bigger deals, unlock better financing, and scale without limits.
No—we prepare and organize your packet so filing (by you or your CPA) is fast and accurate.
What accounting software do you support?
We provide templates compatible with spreadsheets and notes for importing into common tools (e.g., QBO).
Is this tax advice?
We provide general guidance and documentation support, not legal or tax advice. We’ll flag items to discuss with your tax professional.
Commercial Insurance Support
Guidance to identify the right policy types, request quotes from trusted brokers,
and get the documentation (like COIs) your customers and vendors require.
What’s included
Needs assessment call to map risks and common requirements
Digital packet (PDF + editable files) with all forms and checklists
$349.97
Turnaround: 2–5 business days after your intake is complete.
Best for: new or growing businesses setting up their first policy or switching carriers.
Optional add-ons
Additional broker outreach & follow-ups
COI management setup (tracker + request workflow)
Annual policy review & renewal prep checklist
Common questions
Do you sell insurance or act as a broker?
No. We are not an insurance producer. We provide education, organization, and broker introductions—your quotes and policies come from licensed agents.
Will you pick my coverage?
We explain options and typical requirements; you choose coverage with your licensed broker based on your risk tolerance and budget.
Can you provide a COI?
We prepare the request and coordinate with your broker. COIs are issued by the broker/carrier once the policy is active.
Funding Prep & Lender Strategy
A structured plan to make your business “application-ready,” match with suitable lenders,
and submit more confident applications—without promises or credit repair.
Application documentation checklist (IDs, EIN, bank statements, invoices, etc.)
Business credit monitoring options and score-impact best practices
Sequence & timing plan to reduce inquiry clustering and duplicate pulls
UCC search & existing obligation review guidance
Deliverables you receive
Customized lender short-list with requirements, links, and notes
Application-ready packet: document checklist, templates, and email scripts
Business profile snapshot (entity details, addresses, dates, IDs)
90-day funding sequence (who to apply with, in what order, and why)
Inquiry tracker + decision log (spreadsheet)
Secure digital folder with all guides and planning tools
$599.97
Turnaround: initial plan delivered within 3–5 business days of completing intake.
Best for: owners who want a compliant, organized roadmap to pursue cards, lines, terms, and micro-loans—without risky shortcuts.
Optional add-ons
Application review session (before you submit)
Additional lender research (niche/industry-specific)
Monthly accountability & progress check-ins
Common questions
Do you submit applications for me?
We prepare you and provide checklists, scripts, and sequencing. You submit your applications. With the add-on review, we’ll check them before you send.
Is approval guaranteed?
No—lenders make independent decisions. Our role is to help you present a complete, consistent, and compliant application to improve your chances.
Is this credit repair?
No. We don’t dispute items or alter reports. This service focuses on organization, documentation, lender fit, and responsible strategy.
Looking for flexible payment options?
Instead of paying the full amount upfront, you can choose a payment plan that works for your schedule.
Our Payment Calculator makes it easy to see exactly how your total can be divided into manageable installments —
all with no interest and no hidden fees.
How the Payment Calculator Works
Select the service you’re interested in, then choose whether you want to
pay in full or use our flexible payment option. Flexible payments let you
split your total into smaller installments over 15–60 days, with no
interest and no hidden fees. The calculator will instantly show your
payment schedule so you can choose what works best for your budget.
Service Payment Calculator
Payment Option:
2 payments of $249.9930‑day term • No interest, no hidden fees
Payments are evenly split and may be rounded by a few cents to match your total. You may make payments at any time during your selected term. The full balance must be paid by the due date shown on your invoice.
What We Collect From You
To set up your account and enable flexible invoicing options, please have the following ready:
Legal Business Name & EIN
Business Address & Phone Number
Primary Contact Name & Billing Email
Website (if available) & Industry / NAICS Code
Dun & Bradstreet (D‑U‑N‑S®) Number(If you don’t have one, we can help you obtain it.)
Service Package Selection
Experian BIN(Business Identification Number, if available. This helps match your business profile for faster activation.)
Consent to Report PaymentsWritten authorization allowing EKM Solutions to report your payment history to participating business credit bureaus once your account is active and approved.
* By applying, you agree to our terms and conditions. Full details available on our Disclaimer page.
Frequently Asked Questions
Clear answers about setup, pricing, and how our services work.
We review your application the same day and send a short intake checklist. Once we receive your details and payment preference, we begin work and share a secure folder for your documents.
No. We provide lawful, transparent services that improve readiness: clean formation and compliance, accurate records, and lender‑friendly documentation. Outcomes depend on each business’s profile, history, and lender criteria.
Select 15 / 30 / 45 / 60 days. We divide the total into equal, interest‑free invoices and round to the nearest cent. You’ll receive a schedule with exact dates and amounts.
State formation filing, EIN assignment, business address documentation, operating agreement/minutes (as applicable), a compliance checklist & calendar, and a proof‑of‑delivery packet. Turnaround is typically 3–10 business days depending on state processing.
Strategy and setup for a lender‑ready profile: business file reviews, trade/credit planning, vendor sequencing guidance, and documentation templates to support accurate reporting.
Organizer files, record‑keeping structure, checklist of required documents, and tips to help your preparer complete returns accurately and on time.
We outline policy types to consider, prepare a clean info packet, and coordinate broker outreach so you can compare quotes. We also help you request and track COIs when needed.
Readiness checklist, lender‑matching guidance, application prep, and documentation polishing so you present a complete and consistent file to underwriters.
No. We deliver professional services only. Invoices are for services rendered—no loans, advances, or interest.
We provide a secure digital folder with stamped/approved filings, EIN confirmation, summary sheet (IDs & dates), and a proof‑of‑delivery record.
Our services are provided solely for lawful, compliant purposes to support small businesses in establishing and managing their business operations, credit profiles, and funding strategies. All activities undertaken are performed in accordance with applicable laws, including the Fair Credit Reporting Act (FCRA), CROA, and other relevant regulations. We do not guarantee approval or funding and do not engage in any activity that violates legal standards or industry best practices.
Transparent, fixed pricing for defined deliverables
Documented payment schedules (no interest, no hidden fees)
