Current Clients

Helping clients continue on their paths to success

For Current Clients

Step 1: Support for Businesses

Montana & Idaho CDC’s business consultants provide one-on-one consulting with our professional staff and free and low-cost training opportunities. Consulting topics include:

  • Reviewing and understanding financial statements
  • Identifying and targeting new markets
  • Preparing for a bank refinance or new loan
  • Strategizing for business growth

Step 2: Payment Information

Your payment statements are sent to you by mail each month. Montana & Idaho CDC clients are required to be on automatic, ACH payments. If you have any questions or are unable to make payments, please contact our office at 406.728.9234.

Step 3: Questions Regarding Your Loan

If you have any questions regarding your loan, or if we can help you with any aspects of your business, please do not hesitate to give us a call at 406.728.9234.  We want to help you continue on your path to success.

Step 4: Business Financials

All current loan clients are required to submit either monthly or quarterly business financials, including a profit and loss, and balance sheet.

Step-by-step instructions on how to pull the right financial reports from QuickBooks are available.

Your financials may be submitted by:

Please call 406.728.9234 with any questions.

Step 5: Annual Review

Each year your business will be reviewed by a Montana & Idaho CDC employee. Montana & Idaho CDC employee will conduct a scheduled, on-site visit to your business. We will also review your taxes, business and personal financials, and your annual impacts. This information may be submitted by:

Dollars into Difference

Big Impacts for Small Businesses

  • Owner of Nova Cafe, Serena Rundberg poses with staff members.