How I can help you

I am an experienced former commercial banker with extensive knowledge in commercial lending, cash flow analysis, business strategy, and cash management. I can help SCORE clients understand what information banks are seeking for loan applications, as well as how to tell your business' story to your banker. I can help with understanding your cash flow and how to manage it in the most optimal way as well what you can do to improve cash flow over both the short and long terms. My banking clients over my 40-year career have been included small businesses, commercial real estate developers, logistics and warehousing, nonprofit organizations, women-owned businesses, and many others.

Areas of Expertise

  • Accounting & Finance
  • Funding/Loans
  • Management & Operations
  • Strategy Development

Industry Experience

  • Accounting & Tax Services

Donna L Wheeler

Communication Methods

  • Email
  • In Person
  • Phone
  • Video