Terms of use & AI disclaimer

Ana is an AI concierge

Ana, our Private Client Concierge, is an AI. She gives general information only - not accounting, tax, legal, investment, or credit advice. Her answers can be incomplete or wrong. Anything specific to your business is a conversation with Rashaan.

The readiness rating

The Lender-Readiness Check rating (Ready, Getting There, or At Risk) is a general guide based on four of your answers. It is not a credit opinion and does not predict what any lender or surety will decide.

The Borrowing Capacity Calculator

The calculator gives general estimates from common lending and surety rules of thumb, based only on the figures you enter. It is not a credit opinion, lending offer, commitment to lend or surety decision, and it does not predict what any lender or surety will decide.

No guarantees

We do not guarantee loan approval, bonding, credit terms, or any other outcome.

Financial information and forecasts

Financial information we prepare is management-prepared - not an audit, review, or compilation. Forecasts and projections rest on management assumptions; actual results will vary.

What we do not do

We do not prepare tax returns, provide attest services, or represent clients before tax authorities. We coordinate with your CPA where reviewed or audited statements are required.

Contact

hello@winwinb2bsolutions.com
900 Washington St #1044
Middletown, CT 06457