Lender Services

Smith & Howard has significant historical relationships with commercial lending institutions throughout the Southeast. We place an emphasis on providing services and value to commercial lenders by offering seminars, publications and support. Some of our lender services include:

The Lender Hotline.

Provided as a complimentary service, we invite commercial lenders to call Smith & Howard to be connected with one of our commercial lending team members. We welcome questions about accounting principles and policies, taxation, collateral, acquisitions and more. No question is too trivial. Simply call 404.874.6244 and request the "Lender Hotline".

Commercial Lending Report.

This bimonthly newsletter focuses on issues affecting commercial lenders and is offered at no charge to commercial lenders. The latest issue is offered in PDF form by clicking here, and via mail. If you would like to subscribe, please email molive@smith-howard.com and be sure to include "CLR" in the subject line.

Seminars.

Our most popular seminar, Blueprint for Understanding Contractors, is offered each fall. This seminar uses a case-study approach to cover different accounting methods for reporting profits on contracts, a review of the Contract Status Report, financial statement and footnotes examination, cash management consideration and current tax issues and opportunities for contractors. If you would like to be included on invitations to this seminar, please email molive@smith-howard.com with your name, company name, address, phone and email.

Field Investigation Services.

Two particular types of field investigation service engagements we perform are pre-loan surveys and collateral monitoring engagements. An important part of a pre-loan survey might be a review of a potential customer’s internal controls. We also help you get behind the numbers in financial statements during a pre-loan survey, during which we explore with a potential customer’s assets from a collateral standpoint.