“Many of our clients need bank financing – examples include lines of credit for growth (working capital), owner-occupied real estate, term debt, construction financing, and equipment financing. Viking partners have placed over $100 million

of loans through our vast network of banks.”

Bookkeeping Services

  • Organization and maintenance of your financials in a way that helps you make key decisions quickly and accurately

  • Reconciliation of balance sheets, banking and credit card statements, and preparations for monthly close


CFO, Controller, and Accounting Services

  • Assistance with affecting change, managing transitions and improving operational efficiency

  • Management of internal and external reporting

Capital Raise

  • Access to a network of banks that specialize in the specific needs of small businesses

  • Creation of a comprehensive loan presentation to expedite the lending process

Business Valuation

  • Valuations in compliance with the standards set forth by the National Association of Certified Valuators and Analysts (NACVA)

  • Reports to be utilized in purchase/sale of a company, offer to investors, estate planning, divorce, and risk assessment

©2021 Viking Advisory Group, Conroe, TX USA     +1 713-454-7641