How to Prepare a CMA Report Step-by-Step (Even Without a CA)
You don�t need to be a Chartered Accountant to get a CMA report ready. With the right inputs and expert support, any small business or MSME can get a bank-ready CMA report quickly. Here�s how:
Gather Basic Financial Documents, Last 2 years� ITRs, Balance Sheet & Profit and Loss Account, Current year provisional financials (if available)
Understand Loan Purpose & Limit Know why you need the loan (working capital, machinery, expansion) and how much amount is needed.
Submit Data Online or via WhatsApp Send your documents to CMADataOnline through WhatsApp or our website.
Our Team Prepares the Report We manually prepare the CMA report as per bank format including ratios, DSCR, MPBF and projections.
Receive Report & Submit to Bank You receive a soft copy via WhatsApp or Email. Print & submit to your banker with confidence.
No CA? No Problem! Our team of finance experts delivers professional CMA data in record time.
