A Brief Overview of Our Process
Our streamlined process takes paperwork, planning, and financial worries off your plate so you can get back to running your business and serving your customers when they need you most.
We assist you with all of the most important parts of the PPP loan facilitation process
Recognizing how your business is impacted by the current circumstances
Discerning the expenses you can address with loan proceeds
Understanding the terms of the loan you’ve received
Planning to amplify the impact of loan proceeds to help your business run smoothly
Preparing and compiling your key financial documents
Creating forecasted budgets, track and prove the allocation of funds as you use loan proceeds
Staying on track with vital guidelines and requirements to ensure maximum PPP loan forgiveness
During your consultation, we’ll explore how your business has or will be impacted by the current circumstances.
- We’ll go over the PPP terms and guidelines to explain exactly how we’ll facilitate your compliance and forgiveness plan for PPP
- We will analyze your industry and identify potential areas of concern when it comes to running your business during the current crisis
- We’ll pinpoint the types of expenses you need to address to keep your business running
Planning and Implementation:
After your consultation, we’ll establish a bespoke plan for handling loan proceeds.
Your plan will not only help your business run during the current challenge, but it will also maximize your likelihood of PPP loan forgiveness (if applicable) and compliance with loan terms over a 10-to-16-week period.
- Work with you and your bank to process your loan forgiveness
- Compile and prepare the required financial information to substantiating cash flows and expenses
- Support your adherence to the terms of your loan so you can navigate the process with ease
We simplify the PPP loan process so you can get back to work and focus on the people you serve every day
To schedule your consultation with one of our accountants, give us a call at (848) 222-2521
Planning & Implementation
“We are extremely pleased with our recent experience working closely with Pungello CPA LLC throughout the CARES Act Payroll Protection Program (PPP) loan application and funding processes for our small, women-owned healthcare public relations agency in New York City, which is the epicenter of the COVID-19 pandemic.
We are so grateful for Vinny’s expertise, counsel and hands-on support throughout the entire process.”
Lindsay M. Rocco
Managing Partner | Elixir Health PR
“Finding an accountant in the New York/New Jersey area is easy— but finding a superb, caring, responsive and reachable accountant is not. That’s Vincent Pungello, the accountant I’ve relied fully on for over 10 years to help me navigate through all of my professional and personal tax and accounting needs, and produce all the necessary reports and tax returns needed with perfection.
Vincent has not only handled routine matters but handled very complex tax matters for me with consummate excellence. I only wish I had met him 20 years ago when I was starting my business ! He’s also very personable and when you speak with him you feel like you are speaking to an accounting professional who is also your friend and advocate. Thank you Vinnie !”
Adam Deutsch, MD, FACC
Cardiologist in New York City
Contact Pungello CPA
Ready to get the support you need to navigate the loan process?
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