Know Your Numbers, Open the Door to Capital: Getting Financial-Statement Ready for Growth

Business owners scaling past the $1.5 million mark are often capital-ready in every way except one: their financials. Join Garrick Bradley II, CPA, Founder & CEO of Bradley Financial Services, for a practical session on what your financial statements actually communicate to lenders and investors, how consistent bookkeeping strengthens your position before you ever apply for funding, and what “capital-ready” really looks like. Garrick will walk through a client example of a business that was actively seeking financing but got stuck because their books weren’t in order. Attendees will leave with a clear picture of the financial documentation lenders expect and practical next steps to get there.

Featured Speaker: Garrick Bradley II 

Garrick Bradley II, CPA, is the Founder & Chief Executive Officer of Bradley Financial Services, LLC, a Chicago-based accounting and advisory firm serving small businesses, entrepreneurs, and nonprofits. A graduate of the University of Illinois at Urbana-Champaign with both bachelor’s and master’s degrees in accounting, Garrick began his career at Grant Thornton before becoming a CPA in 2017. He has since led financial due diligence and audit engagements for organizations ranging from $50,000 to over $1 billion in revenue. Garrick is a frequent presenter and moderator on financial literacy and access-to-capital topics, including a 2025 bookkeeping webinar series and the January 2026 Access to Capital Ecosystem Panel Discussion with Sunshine Enterprises and Credit to Capital.

Part of The Source x WBDC Webinar Series